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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.

Samsung Electronics Co. has reached a $1 trillion market valuation following booming demand for its chips used in artificial intelligence. Bloomberg's Sangmi Cha reports.

Advanced Micro Devices gave a strong forecast for the current period while Super Micro Computer shares gained in extended trading after the company reported improved margins. Michael Shepard reports on "Balance of Power: Evening Edition."

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.

Apple delivered a strong revenue forecast for the third quarter, with sales expected to rise 14% to 17% in the period. The company warned that memory-chip costs will increase and that shortages of Mac computers will persist for "several months." Bloomberg Intelligence's Matthew Bloxham breaks down the situation.

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."

TSMC will hold off on deploying ASML's most cutting-edge lithography machines for chip production through 2029 to save money. The chipmaker has no plans to adopt ASML's latest high numerical aperture extreme ultraviolet lithography machines, or high-NA EUV, which fetch upwards of 350 million ($410 million) apiece. TSMC is ASML's largest customer, according to Bloomberg's supply chain data. Bloomberg's Neil Campling reports.

Mistral AI's Chief Revenue Officer, Marjorie Janiewicz says the French AI startup remains "very committed" to the United States and that the company is experiencing global momentum. Janiewicz says Mistral AI has evolved to become a full-stack company whose advantage lies in customizing AI for enterprise workflows. She says revenue is being driven by large global clients deploying tailored models across industries. In an interview with Bloomberg's Francine Lacqua, Janiewicz also said that companies have been asking Mistral AI to customize models specifically targeted at cyber security.