Technology Markets and Business News by Deirdre Bosa
Deirdre Bosa: Token bill delivered as crackdown on crypto starts
Deirdre Bosa highlights that a token bill has arrived and a crackdown is beginning in the crypto sector. The update is shared with acknowledgment to additional sources mentioned in the ...
Alphabet generates $160 billion in cash flow but turns to equity for AI, Deirdre Bosa notes
Deirdre Bosa highlights that Alphabet generated over $160 billion in operating cash flow last year but is still issuing more than $40 billion in equity to support artificial intelligence compute ...
Deirdre Bosa: OpenAI and Anthropic could go public at $800 billion valuations amid global AI competition
Deirdre Bosa highlights that OpenAI and Anthropic are expected to go public at valuations exceeding $800 billion, based on the belief that their competitors will not catch up. She points out ...
$45 billion total compute deal with xAI to 2029, Deirdre Bosa notes
Deirdre Bosa reports that Anthropic is set to pay $1.25 billion per month through May 2029 for compute resources at xAI's Colossus data centers. This agreement could amount to as much as $45 ...
Deirdre Bosa: Musk loss to Altman could clear path for SpaceX IPO
Deirdre Bosa suggests that Elon Musk’s loss to Sam Altman could benefit the anticipated SpaceX IPO. According to Bosa, the decision helps eliminate the perception of Musk as a "litigious and ...
Cerebras reports over $20 billion customer contributing major revenue, Deirdre Bosa notes
Deirdre Bosa reports that Cerebras is building its business by focusing on large customers. According to the company’s CFO, Cerebras now has a customer accounting for over $20 billion, making ...
Deirdre Bosa: Largest IPO of year features CFO and CEO interviews
Deirdre Bosa covers the largest IPO of the year, highlighting live interviews with the Cerebras CFO on the company’s first day as a public stock. Additional commentary includes insights from ...
AI roll-ups create new playbook for public company exits, Deirdre Bosa notes
Deirdre Bosa, industry influencer, highlights the rapid pace of change in artificial intelligence, describing three years in AI as equivalent to three decades before this technology. Bosa ...
Deirdre Bosa: AI dealmaking accelerates with Long Lake’s take-private of Amex GBT
Deirdre Bosa, industry influencer, highlights a surge in artificial intelligence deal activity this week, with particular attention on Long Lake's take-private acquisition of Amex GBT. This ...
Capex outpaces revenue growth and challenges free cash flow, Deirdre Bosa notes
Deirdre Bosa, industry influencer, shares comments from Jassy on an earnings call noting that during periods of significant growth, capital expenditures can grow faster than revenue, leading to ...
Deirdre Bosa: SaaS firms announce over $70 billion in buybacks this year
SaaS companies have disclosed buybacks exceeding $70 billion this year, according to Deirdre Bosa. Despite these significant repurchase announcements, most of the companies remain underwater, ...
Deirdre Bosa: AI investment momentum pivots as OpenAI secures record private funding round
Artificial intelligence’s center of gravity is shifting as OpenAI secures the largest private funding round in history. Deirdre Bosa notes that while OpenAI’s major backers, including NVDA ...
Deirdre Bosa: Zoink redefines AI era approach in face of blowout earnings
Deirdre Bosa highlighted a shift in strategic thinking at Zoink as its leader advocated for a more open approach to user retention in the AI era. A day before its blowout earnings report, Zoink ...
