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Akamai CEO Tom Leighton joined Bloomberg Open Interest to break down a massive $1.8 billion AI cloud deal. Leighton said he could not give details on who the deal is with. He explains why it signals a shift away from big tech hyperscalers and how edge computing is becoming essential for stopping AI-powered cyberattacks, cutting costs, and delivering faster performance.

CoreWeave CEO Michael Intrator characterizes the company's first-quarter earnings as transformational, highlighting strong performance across revenue and operating margins. Speaking on "Bloomberg Tech," Intrator emphasizes robust demand from existing AI-native and cloud customers, as well as new verticals such as trading and finance firms and robotics companies integrating AI at scale.

Apple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices in the US. According to people familiar with the deliberations, Apple had early-stage talks with Intel about enlisting the company's chipmaking services. Apple executives also made visits to a Samsung plant under development in Texas. The move would offer a secondary option beyond longtime partner TSMC. Bloomberg's Neil Campling explains.

Jay Goldberg, Seaport Research Partners semiconductors and electronics senior analyst, reacts to Apple's fiscal second-quarter results. Speaking on "Bloomberg The Close," Goldberg says memory prices could put pressure on Apple's gross margins.

Apple delivered second-quarter revenue that edged past analysts' estimates, helped by demand for the iPhone and Mac. Ed Ludlow reacts to the earnings report on "Bloomberg The Close."

Daniel Flax, Neuberger senior research analyst, discusses what the latest round of tech earnings could portend for AI companies like Apple, Broadcom and Nvidia on "Bloomberg The Close."

OpenAI recently failed to meet its own goals for new user acquisition and sales, fueling internal concerns that the company may struggle to support its spending on AI infrastructure, according to a Wall Street Journal report. Bloomberg's Neil Campling has the details.

Wei Li, chief global investment strategist at BlackRock, discusses the outlook for artificial intelligence stocks, capital expenditure and earnings. "We're specifically overweight semis and hardware," Li tells Bloomberg Television.

Intel Corp. gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure. Bloomberg's Ed Ludlow breaks down the numbers.

Intel gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure. Ed Ludlow reports on "Bloomberg The Close."