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Amazon's Big Spending Plans and Bitcoin's Rebound | Bloomberg Tech 2/6/2026

44:05

Bloomberg Technology

Amazon's Big Spending Plans and Bitcoin's Rebound | Bloomberg Tech 2/6/2026

Amazon's announcement of $200 billion in AI infrastructure spending triggered an 8% stock sell-off despite strong AWS growth, while Bitcoin rebounded from Thursday's plunge and Roblox reported accelerating engagement with new safety measures.

3 months ago · 10 points

Tech Earnings: Google’s Spending, Arm’s AI Data Center Push | Bloomberg Tech 2/5/2026

44:07

Bloomberg Technology

Tech Earnings: Google’s Spending, Arm’s AI Data Center Push | Bloomberg Tech 2/5/2026

Tech markets are experiencing their sharpest correction since 2024 as Alphabet's $185 billion CapEx forecast signals the end of Big Tech's free cash flow era, while Arm CEO reveals data center dominance is accelerating and crypto crashes below $70,000.

3 months ago · 10 points

Arm CEO Says Data Center Business Is 'Exploding'

10:18

Bloomberg Technology

Arm CEO Says Data Center Business Is 'Exploding'

Arm reported record quarterly revenue of $1.24 billion driven by 100% year-over-year growth in data center royalties, with the segment poised to surpass smartphones as the company's largest business within a few years amid massive AI infrastructure investments.

3 months ago · 8 points