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Jan 31, 2024
01/24
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microsoft has boomed as satya nadella has gone all-in on artificial intelligence i asked him about its risks and the upcoming election, and what comes next a.i. feels new to most of us who really kind of discovered its potential within the last year or so. but we talk about the exciting things, detecting and perhaps treating cancer, and then we talk about the worrisome thing, fakes, fraud, disinformation we've seen that already in the political arena. does it give you pause as to what the potential and how far you can take this? >> absolutely. in the sense that one of the things that i feel that's very healthy is we're not just talking about all of the things this new technology can do, but we're also talking about the unintended consequences we have learned even as a tech industry is that we have t simultaneously address both of these. how do you really amplify the benefits and dampen the unintended consequences >> we're marching down the road to the first a.i. election. are you holding your breath as to see what -- how a.i. can help and how it may be weaponized >> in fact, it goes ba
microsoft has boomed as satya nadella has gone all-in on artificial intelligence i asked him about its risks and the upcoming election, and what comes next a.i. feels new to most of us who really kind of discovered its potential within the last year or so. but we talk about the exciting things, detecting and perhaps treating cancer, and then we talk about the worrisome thing, fakes, fraud, disinformation we've seen that already in the political arena. does it give you pause as to what the...
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Feb 5, 2024
02/24
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microsoft having a huge run since satya nadella took off, but launching azure openai. they have 53,000 customers. half of the fortune 500 and big names like coca-cola and then walmart. what does that tell you about the cloud computing race and the battle between google and microsoft and amazon? >> one of the first things that jumps out to me when we talk about this side of things is the revenue is reliable. not only because of the nature of the service provided with the high barriers to entry and getting this technology off the ground means there are few companies with a seat at this table and you are on to a winner. the caliber of customer as you stated there tells me this revenue is sticky. in terms of more direct competitors, it is a lot of this and more of the microsoft versus amazon race for this particular corner of the market. we know that regulators have been looking into the accusations of monopoly. at the moment, market dominance. >> it seems so when you see half of the fortune 500 and walmart and coca-cola. i want to come over to meta. meta turned 20. it can
microsoft having a huge run since satya nadella took off, but launching azure openai. they have 53,000 customers. half of the fortune 500 and big names like coca-cola and then walmart. what does that tell you about the cloud computing race and the battle between google and microsoft and amazon? >> one of the first things that jumps out to me when we talk about this side of things is the revenue is reliable. not only because of the nature of the service provided with the high barriers to...
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May 2, 2024
05/24
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meanwhile, microsoft's chief executive satya nadella is on the final stop of his trip to southeast asia. he's been meeting with officials and businesses, and has made several investment announcements, including pumping $1.7 billion into ai and cloud facilities in indonesia. the tech giant is also opening its first regional data centre in thailand. today he will be in malaysia where he's due to meet the country's prime minister and speak at an artificial intelligence event in kuala lumpur. turning to india now, where politicians are recognizing women as a significant force in the ongoing elections. of the country's billion voters — nearly half are women. as more women head to the polling booths, political parties are courting them with various pro—women schemes and policies. archana shukla reports from the southern indian state of karnata ka. an exhausting wait. but chitra's daily commute in rural karnataka is easier once she hops on. women ride forfree in buses under a state government scheme. for chitra, it's a ticket to financial freedom. translation: i save at least 1096 to 1596
meanwhile, microsoft's chief executive satya nadella is on the final stop of his trip to southeast asia. he's been meeting with officials and businesses, and has made several investment announcements, including pumping $1.7 billion into ai and cloud facilities in indonesia. the tech giant is also opening its first regional data centre in thailand. today he will be in malaysia where he's due to meet the country's prime minister and speak at an artificial intelligence event in kuala lumpur....
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May 1, 2024
05/24
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microsoft's chief executive satya nadella is on the final stop of his trip to southeast asia. he is scheduled to be in malaysia where in the coming hours, he will meet its prime minister and speak at an artificial intelligence event in kuala lumpur. mr nadella was in indonesia and thailand earlier this week. announcing advancements in al and the technologyjohn will be making in the region. hong kong will release its growth figures in the cities finance chief said he was expecting a moderate increase in its gross domestic product. the object of the economy grew between 2.5 and 3.5% in the first three months of the year. hong kong has been look for new ways to boost its growth which includes attracting more tourists. and that's it for this edition of asia business report. thanks for watching. hiya. i'm betty with the catch up. tonight, an update on the hainault attack, a lamar diss track and fka twigs handmade deepfake. let's start in the us, where student protests against the war in gaza are sweeping the country. these are pictures from ucla where counter—protesters attacked
microsoft's chief executive satya nadella is on the final stop of his trip to southeast asia. he is scheduled to be in malaysia where in the coming hours, he will meet its prime minister and speak at an artificial intelligence event in kuala lumpur. mr nadella was in indonesia and thailand earlier this week. announcing advancements in al and the technologyjohn will be making in the region. hong kong will release its growth figures in the cities finance chief said he was expecting a moderate...
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Apr 26, 2024
04/24
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cap ex is high with satya nadella telling shareholders to expect more of the same in the coming quarters. and then snapchat parent company with snap with beats all around and earnings and profit revenue and daily active users beat. snap shares up over 23%. and trying to keep the equity gains in check with the two-year note hovering at 5% yield ahead of the pce inflation report. the two-year yield popping up at 4.99 it crossed the 5%-year-old yestyiel yesterday. > that's the setup joining me now is sophie lund-yates and ryan from the carson group i want to start off with the report it came after weaker than expected gdp which is counterintuitive of economic reports work in recent weeks it has been the hotter report leads to the selloff were you surprised by this or is this part of the seasonality of the election year? >> frank, good morning thank you for having me back after 30% rally over the past year, the huge rally off the october lows, you see i indigestion and then you get a surprise rally look at the gdp. consumption was strong parts of the economy mattered. imports and exports too
cap ex is high with satya nadella telling shareholders to expect more of the same in the coming quarters. and then snapchat parent company with snap with beats all around and earnings and profit revenue and daily active users beat. snap shares up over 23%. and trying to keep the equity gains in check with the two-year note hovering at 5% yield ahead of the pce inflation report. the two-year yield popping up at 4.99 it crossed the 5%-year-old yestyiel yesterday. > that's the setup joining me...
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May 2, 2024
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satya nadella with a two point 2 billion-dollar announcement. europe's biggest software firm looking to migrate customers from its legacy premises system to the cloud. sap is offering ai services to sweeten the deal and plans to invest more than $1 billion into the technology. joining us exclusively right now, we have scott russell, executive order member and chief revenue officer at sap. thank you for joining us. let's talk about the detail of this billion-dollar investment over the coming two years. can you give us some specifics about what you are developing and what the applications of your developments will be used for? >> sure. there's no doubt the growth of ai, it's real, not hype. it's here to stay. and for businesses who are already on their growth journey and transformation journey to the cloud which we have seen resulting in q1 earnings growing at 25% here in asia pacific and japan growing at 35%, businesses are moving to enabling comp capabilities which you need. that means businesses can use and leverage ai. why is ai so relevant to
satya nadella with a two point 2 billion-dollar announcement. europe's biggest software firm looking to migrate customers from its legacy premises system to the cloud. sap is offering ai services to sweeten the deal and plans to invest more than $1 billion into the technology. joining us exclusively right now, we have scott russell, executive order member and chief revenue officer at sap. thank you for joining us. let's talk about the detail of this billion-dollar investment over the coming two...
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May 21, 2024
05/24
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and then -- >> oops. >> reporter: then satya nadella erased that one. let's fast forward to what we're going to expect to see from apple. we saw the android vision for ai on the android side. and we're going to find out in just a few weeks time what that looks like on the iphone. but that's really up to apple. but again, you know, we keep hearing the reports that they're basically have a deal with open ai to provide some of that capability on the iphone. so, you're totally right. that microsoft doesn't make phones and this is a pc-focussed thing for now, but nadella and his team have also said they expect this technology to be everywhere. so that's something to look forward to in just a couple weeks, tyler. >> reporter: steve, thank you very much. steve reporting from microsoft today. >>> now on to a read on the consumer from two key retailers. macy's trading higher while lowe's are lower despite beating on earnings. the ceos of both companies still expressing some caution about the consumer. here to make sense of it all is melissa, retailer and consume
and then -- >> oops. >> reporter: then satya nadella erased that one. let's fast forward to what we're going to expect to see from apple. we saw the android vision for ai on the android side. and we're going to find out in just a few weeks time what that looks like on the iphone. but that's really up to apple. but again, you know, we keep hearing the reports that they're basically have a deal with open ai to provide some of that capability on the iphone. so, you're totally right....
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May 20, 2024
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ceo satya nadella rereelvealingt they call co-pilot pcs and we've been talking for much of the year and bavesically claiming ta these pcs will spur the big upgrade of pcs and they expect to sell 50 million aipcs across different manufacturers throughout the year and just some new additions here. this is going to obviously focus around the co-pilot assistant. these computers will be made by a variety of manufacturers and not just microsoft, but we're expecting to hear from hp, dell and so forth and also a big part of this is going to be open ai you might remember ai released its new model gpt 40 and that's the one that lets you have a natural conversation and they give an interesting demo when they had a chat about the minecraft game and chatgpt giving tips for the game and just one example of how they see ai playing into the device and that was also a big question going into this event. the hardware is easy to understand, kelly, that you can make these pcs as powerf as you want, but if it doesn't have compelling software and what these pcs can do on the ai front that will spur these upg
ceo satya nadella rereelvealingt they call co-pilot pcs and we've been talking for much of the year and bavesically claiming ta these pcs will spur the big upgrade of pcs and they expect to sell 50 million aipcs across different manufacturers throughout the year and just some new additions here. this is going to obviously focus around the co-pilot assistant. these computers will be made by a variety of manufacturers and not just microsoft, but we're expecting to hear from hp, dell and so forth...
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Jan 27, 2024
01/24
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lester posed that in an exclusive interview with microsoft's ceo, satya nadella. >> these taylor swift images, does it set an alarm bell off in terms of what can be done you're microsoft you've got a high social, you know, corporate responsibility there are other players in this game who may not have that same benefit. >> absolutely. this is alarming and terrible, and, so, therefore, yes, we have to act, and, quite frankly, i think all of us in the tech platform, irrespective of what your standing on any particular issue is, i think we all benefit when the online world is a safe world. i think that it behooves us to move fast on this. >> reporter: but some say the technology itself makes deepfakes frighteningly simple for anyone to create >> there are services that will do it for you. all you have to do to produce a deepfake is to provide source material, and now that can be as little as two or three images of a person. >> reporter: in the case of taylor swift, her army of fans took action reporting the images and ultimately causing accounts that shared them to be suspended, help the a
lester posed that in an exclusive interview with microsoft's ceo, satya nadella. >> these taylor swift images, does it set an alarm bell off in terms of what can be done you're microsoft you've got a high social, you know, corporate responsibility there are other players in this game who may not have that same benefit. >> absolutely. this is alarming and terrible, and, so, therefore, yes, we have to act, and, quite frankly, i think all of us in the tech platform, irrespective of...
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Mar 19, 2024
03/24
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he and his co-founder will report to satya nadella. big organizational change centered on a.i. and around co-pilot. you see shares are about a percent higher now. >> good stuff. thank you very much, steve. >>> i'll turn to you quickly, jim. you own microsoft. now they have the deepmind co-founder running a.i. at microsoft, how does that make you feel? >> it makes me wond aerolittle bit. i've been saying i'm not that worried about alphabet. you asked me about microsoft, but my mind is on alphabet. >> fair. >> microsoft is in the pole position with a.i. for the last several weeks, even several quarters, google and alphabet have been looked at as the second place runners right now. however, with the news about apple potentially partnering with alphabet on search, that seems to be turning around. so there's this pole position race going on between microsoft and alphabet. i don't really like somebody from deepmind went over to microsoft. i own both of them. i'm comfortable with both of them. >>> up next our "calls on the day." we have ownership and how the committee is playing the n
he and his co-founder will report to satya nadella. big organizational change centered on a.i. and around co-pilot. you see shares are about a percent higher now. >> good stuff. thank you very much, steve. >>> i'll turn to you quickly, jim. you own microsoft. now they have the deepmind co-founder running a.i. at microsoft, how does that make you feel? >> it makes me wond aerolittle bit. i've been saying i'm not that worried about alphabet. you asked me about microsoft, but...
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Apr 29, 2024
04/24
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open ai sam altman and microsoft's satya nadella to name a few right now there are no laws that prevent deepfakes or other a i misinformation from spreading to the us government has been scrambling to work with the private sector and figuring out the risks and benefits of the technology. time now for your money watch report. markets closed in the green on friday. early this morning, stock futures kept their green streak to start this week. so let's see where the markets are right now still green up 88 points. tesla is 1 of the many stocks seeing major gains this morning after elon musk gets china's approval for tesla to roll out advanced driver assistance systems during a surprise visit to the country. according to reuters. the bay area founded automaker 1, a key endorsement from a top chinese auto association, it said tesla's model 3 and why cars were among models found to be compliant with china's data security requirements. now this comes after tesla's 1st quarter earnings report showed a 55% drop in net income. revenue was also down 9% last year, experts say that's mainly because of
open ai sam altman and microsoft's satya nadella to name a few right now there are no laws that prevent deepfakes or other a i misinformation from spreading to the us government has been scrambling to work with the private sector and figuring out the risks and benefits of the technology. time now for your money watch report. markets closed in the green on friday. early this morning, stock futures kept their green streak to start this week. so let's see where the markets are right now still...
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Jan 1, 2024
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nadella and, of course, emon musk, but no concrete progress has been made on the part of lawmakers. this comes as the newest version of chatgpt 5 is expected to come out in the coming months and it's expected to be a new increasingly complex set of capabilities. all of this happening is the backdrop of goldman sachs predicting 300 million jobs will disappear or change thanks to ai and you can expect voters to be asking about that impact in the year ahead. >> absolutely. in the immediate term, the biden administration has been concerned about what this will mean for our politics on the campaign trail, the use of deep fakes or misleading voters. what are the companies doing to prevent that? >> the social media companies are telling me they're throwing every resource they have to stop misinformation and disinformation. this is a sprawling endless game of whack a mole. that information spreads constantly online and it is continuing to be very hard to stop, especially with the arguments and protections of free speech. now meta, the parent company of facebook and instagram, says it remove
nadella and, of course, emon musk, but no concrete progress has been made on the part of lawmakers. this comes as the newest version of chatgpt 5 is expected to come out in the coming months and it's expected to be a new increasingly complex set of capabilities. all of this happening is the backdrop of goldman sachs predicting 300 million jobs will disappear or change thanks to ai and you can expect voters to be asking about that impact in the year ahead. >> absolutely. in the immediate...
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Jan 5, 2024
01/24
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sam alt man, mark zuckerberg, satya nadella. would they agree to any of your suggestions about everyday people having a say and a seat at the table in the development of artificial intelligence? >> well, i think it depends who you're talking about. i think satya may be open to it, and i actually sent the piece to him and waiting to hear back what he thinks. but one of the suggestions i made is that you should have workers involved in making decisions about how a.i. is going to be used, whether it can enhance their functions. and if a.i. is automating and displacing workers, for them to be part of the conversation to find new roles or the company's obligation to help credential them so you just don't have tens of thousands of people being displaced without workers or employees having a say. and i think that's the balance we're going to have to strike both for the valley where this is going to be an urgent issue in 2024 and for the country. >> is anyone listening to you, your colleagues in capitol hill, because you are here in the
sam alt man, mark zuckerberg, satya nadella. would they agree to any of your suggestions about everyday people having a say and a seat at the table in the development of artificial intelligence? >> well, i think it depends who you're talking about. i think satya may be open to it, and i actually sent the piece to him and waiting to hear back what he thinks. but one of the suggestions i made is that you should have workers involved in making decisions about how a.i. is going to be used,...
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May 2, 2024
05/24
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microsoft's chief executive, satya nadella, is on the final stop of his trip to southeast asia. he is in malaysia, where he announced a $2.2 billion ai and cloud investment in the country. mr nadella was in indonesia and thailand earlier this week. he met officials and businesses and announced investments in al that the technology giant will be making in the region. johnson &johnson has outlined a new settlement to resolve nearly all of the lawsuits it faces over allegations that its baby powder and other talc products cause cancer. over the next 25 year, j&j will pay roughly $6.5 billion to former customers with ovarian cancer claims. whilst the pharmaceutical giant still maintains its talc powder does not cause cancer, the company is looking to put an end to this costly legal battle. around the world and across the uk, this is bbc news. let's talk about the japanese currency — the yen. it's been hitting the lowest level in 34 years but it's surged against the us dollar in early asian hours. joining me now from our asia business hub is our resident �*yen geek�*, mariko oi
microsoft's chief executive, satya nadella, is on the final stop of his trip to southeast asia. he is in malaysia, where he announced a $2.2 billion ai and cloud investment in the country. mr nadella was in indonesia and thailand earlier this week. he met officials and businesses and announced investments in al that the technology giant will be making in the region. johnson &johnson has outlined a new settlement to resolve nearly all of the lawsuits it faces over allegations that its baby...
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Jan 30, 2024
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something that satya nadella weighed in while speaking withes lester holt. >> i want to ask about the lawsuit from "the new york t times" gets openai and using their content to train a.i. i know it is a legal open case and you can only say so much about it. it does open up a thought about where this information comes from and who benefits. >> i think one of the things that will be very important is what is the copyright protection as well as what is fair use in a world where there is transformative new technology. that is really where the copyright laws have to essentially now be interpreted for a new transformation technology. we have done this in the past. i'm sure we will come out with the right set of guidelines used for training and it is clear you can't use copyrighted material and regurgregurgitate anything. what japan is doing is how to think about copyright in an enlightened way. the technologycan be developed and competitors can be introduced and protecting copyright. >> and frank, sam altman had been in talks with "the new york times" before the news of the lawsuit came out
something that satya nadella weighed in while speaking withes lester holt. >> i want to ask about the lawsuit from "the new york t times" gets openai and using their content to train a.i. i know it is a legal open case and you can only say so much about it. it does open up a thought about where this information comes from and who benefits. >> i think one of the things that will be very important is what is the copyright protection as well as what is fair use in a world...
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Jan 24, 2024
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satya nadella for nearly a decade now laid the groundwork for where microsoft is today, laying out cloud i met nadella nine months into his run and he was hyping up ai. he told me a story how they're working on real time translation and the machine learning capabilities this has been a very long time coming for microsoft and now we see the benefits play out taking over apple, scott. >> our shareholders on the desk are reaping the rewards on the desk that is why, rob, everything steve kovach says justified why the valuation deserves to be where it is. this isn't a pipe dream or a deep look into the future, they're already doing it both through enterprise and from regular consumer customers >> and it is the single largest position at new edge across all our portfolios although it's a neutral. what i would say is, yes, it's expensive and is all about the earnings and what portion can you directly tie to ai they are a huge ai beneficiary there's no way you can't own it. the question is, how do you own it relative to the portfolio sizing and that's what we're thinking about. the momentum is 3
satya nadella for nearly a decade now laid the groundwork for where microsoft is today, laying out cloud i met nadella nine months into his run and he was hyping up ai. he told me a story how they're working on real time translation and the machine learning capabilities this has been a very long time coming for microsoft and now we see the benefits play out taking over apple, scott. >> our shareholders on the desk are reaping the rewards on the desk that is why, rob, everything steve...
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Mar 26, 2024
03/24
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they're in the driver's seat this is an iphone moment for satya nadella. >> you say this is the accelerant for azure microsoft has 37% of the market share. aws is the leader. how much more market share could this lead to azure gaining >> i think 10% to 15% market share in the next ten years. partners think for every $100 of cloud spend, there is $35 to $40 of a.i. spend. when you put numbers around it, they're in the driver's seat of the a.i. revolution. we talk about nadella and what he has done in the past and now going forward, we are starting to see it. that is what the checks are showing us >> what are the partners and customers excited about with copilot? >> use kcases. we could talk about the revolution and the use cases the use case is five times from where it was four months ago that is the key. microsoft has use cases. names like palantir will benefit and mongodb. a.i. does not start without nvidia that is what we are seeing playing out. >> various use cases depending on the customer. healthcare or supply chain they are finding active use cases to make it worth it to pay the mone
they're in the driver's seat this is an iphone moment for satya nadella. >> you say this is the accelerant for azure microsoft has 37% of the market share. aws is the leader. how much more market share could this lead to azure gaining >> i think 10% to 15% market share in the next ten years. partners think for every $100 of cloud spend, there is $35 to $40 of a.i. spend. when you put numbers around it, they're in the driver's seat of the a.i. revolution. we talk about nadella and...
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May 20, 2024
05/24
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and ceo satya nadella calls them the fastest, most ready windows pc. which makes sense, because ai is only about half a year old. welcome to both of you, steve. >> hello, youssif, fresh off the stage from this big copilot pc announcement. we knew there was going to be more ai features and really focused on hardware. i guess my question for you is, now that we have this ai pc moment happening with you, you guys are calling it pc moment. what are you telling the people who you said this is going to be an upgrade moment for a lot of people. when people are looking at these devices and say i may have bought a computer two or three years ago during the pandemic, why do they need to upgrade again now? >> first of all, the computers they have today will be great, and we're bringing things like copilot to these pcs. these are the most advanced pc's we've of will. their faster than a mac book by a long wile. you can get essentially a photographic memory of anything you've ever seen on your pc called recall. you can create in realtime with ai. fast, private, and
and ceo satya nadella calls them the fastest, most ready windows pc. which makes sense, because ai is only about half a year old. welcome to both of you, steve. >> hello, youssif, fresh off the stage from this big copilot pc announcement. we knew there was going to be more ai features and really focused on hardware. i guess my question for you is, now that we have this ai pc moment happening with you, you guys are calling it pc moment. what are you telling the people who you said this is...
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May 2, 2024
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. >>> microsoft betting bigger on asia with the $2 billion digital infrastructure in asia satya nadella announced similar roars in thailand this week. >>> and sk hynix says it is l. s almost sold out of chips. >>> and tesla job cuts hits the summer interns after getting offers revoked weeks before the internships were set to start. >>> and back to the trading day head investors are digesting what the fed said yesterday jim cramer says you should take jay powell at his word as inflation remains stubborn. >> all we wanted was the all-clear sign and we can thank fed chief jay powell for giving us one today when he spoke after the market committee ended and left rates unchanged did he say you can go buy, buy, buy? of course not. he is the fed chief. he may as well done so. >> join me now is nicholas, head of u.s. equities at columbia >> frank, good to see you here. >> i'm trying to learn the european pronunciations. nick, you heard what jim cramer had to say did the fed give the buy signal to investors >> i think what the fed said was positive it is positive because what the chairman did wa
. >>> microsoft betting bigger on asia with the $2 billion digital infrastructure in asia satya nadella announced similar roars in thailand this week. >>> and sk hynix says it is l. s almost sold out of chips. >>> and tesla job cuts hits the summer interns after getting offers revoked weeks before the internships were set to start. >>> and back to the trading day head investors are digesting what the fed said yesterday jim cramer says you should take jay...
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Apr 30, 2024
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satya nadella makesinging the announcement as he kicks off the three country tour. microsoft will train 2.5 million people in the region with a.i. skills. >> silvana, thank you. >>> we have more to come here on "worldwide exchange," including the one word that investors need to know today. first, does mcdonald's have what it takes to break the three quarter sales losing streak with the stock down 7% this year. >>> we have your big money movers and why coursera is plunging ahead of the open. down double digits. >>> and later on in the show, amazon numbers you need to know ahead of the report. it it's a very busy hour on "worldwide exchange." stay with us. that you and your family need. i promise to put your long-term financial well-being above any short term transaction. everyone has a big picture. my job is to help you invest in yours. [announcer] charles schwab is proud to support the independent financial advisors who are passionately dedicated to helping people achieve their financial goals. visit findyourindependentadvisor.com (grandpa vo) i'm the richest guy in
satya nadella makesinging the announcement as he kicks off the three country tour. microsoft will train 2.5 million people in the region with a.i. skills. >> silvana, thank you. >>> we have more to come here on "worldwide exchange," including the one word that investors need to know today. first, does mcdonald's have what it takes to break the three quarter sales losing streak with the stock down 7% this year. >>> we have your big money movers and why coursera...
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Apr 25, 2024
04/24
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satya nadella saw the potential in sam altman in the business he was doing. he started investments early and has continued to invest in that. microsoft has the capital to fuel a business like openai and chatgpt which of course has been a major catalyst for a boom in funding and investing in artificial intelligence. can microsoft stay ahead of the competition? microsoft needs to continue to capitalize on the openai relationship. at the same time, it's all about making sure that investors and your customers believe in your ai story. do they believe you are weaving ai into core products including search? microsoft has been a huge laggard behind google in search. if microsoft can start to steal some of the march on google when it comes to search in terms of being search engine for example, it would be a huge advantage for microsoft. paul: it's not been all champagne corks for the tech earnings. let's talk about intel. this company used to be the world's dominant chipmaker and has had a tough couple of quarters. what are they doing to turn things around? >> intel
satya nadella saw the potential in sam altman in the business he was doing. he started investments early and has continued to invest in that. microsoft has the capital to fuel a business like openai and chatgpt which of course has been a major catalyst for a boom in funding and investing in artificial intelligence. can microsoft stay ahead of the competition? microsoft needs to continue to capitalize on the openai relationship. at the same time, it's all about making sure that investors and...
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Apr 26, 2024
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satya nadella is seeing strong growth in the artificial intelligence products. >> our a.i. innovation continues to build on the partnership with openai more than 65% of the fortune 500 use azure. our customers continue to grow and average spend continues to increase. >> we are seeing that earnings optimism filter through the market with amazon and nvidia and pinterest among the tech names moving higher. you see the shares on the screen at this stage. all three in pre-market trade moving higher. >>> let's discuss other issues with our guest good morning good to have out the show. first, i would like to get your thoughts so a.i. obviously, this was a very important narrative for the market at the start of the year. on the back of the results, the a.i. boom is still there >> all of the companies are talking about it as microsoft was saying, the demand is outstripping the supply we are seeing corporates investing in this and we see demand coming through. this requires cloud services and that's why you see acceleration of azure growth to 31% and cloud business beating which they
satya nadella is seeing strong growth in the artificial intelligence products. >> our a.i. innovation continues to build on the partnership with openai more than 65% of the fortune 500 use azure. our customers continue to grow and average spend continues to increase. >> we are seeing that earnings optimism filter through the market with amazon and nvidia and pinterest among the tech names moving higher. you see the shares on the screen at this stage. all three in pre-market trade...
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Feb 20, 2024
02/24
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jenson, satya nadella, there is infrastructure spend to happen. it is not just going to be data centers. fiberoptics, towers, age computing, power. we think infrastructure, very interesting. uncorrelated to the equity markets. as a bit of an inflation hedge. that is nice given the numbers we saw that -- so last week. we think that is nice as well. caroline: talking diversification. nancy, nice to have you back on the show. nancy curtin. let's talk about one of those magnificent seven we talk about less in the world of ai. apple's chief operating officer is on a visit to taiwan to celebrate the anniversary of foxconn. by a sibling those devices to exacting standards in factories across china. mark gurman joins us on what is happening with apple and how certain companies -- she wasn't the only executive to go along with this rare event happening in taiwan. often executives don't want to be making flamboyant trips like this. mark: this is certainly a rare event, but like you said, it is a very important occasion. this is the 50 anniversary -- 50-year
jenson, satya nadella, there is infrastructure spend to happen. it is not just going to be data centers. fiberoptics, towers, age computing, power. we think infrastructure, very interesting. uncorrelated to the equity markets. as a bit of an inflation hedge. that is nice given the numbers we saw that -- so last week. we think that is nice as well. caroline: talking diversification. nancy, nice to have you back on the show. nancy curtin. let's talk about one of those magnificent seven we talk...
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Jan 16, 2024
01/24
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london time, we will hear from microsoft ceo satya nadella, among a slew of other names. on the markets today program at 8:10 a.m. u.k. time, an interview with charlie nunn, lloyds banking group ceo. and don't miss our interview with the deutsche bank cfo at 9 a.m. u.k. time. francine as well speaking to be ukraine's first of deputy minister of the economy, don't miss that interview at 9:30 a.m. u.k. time. there's a lot to digest. a lot of major speakers all talking about the aid going to ukraine, as well as the other dynamics that reign true at davos. talking about technology, ai and regulation, and about geopolitics, not to mention all the monetary policy that is expected to happen in 2024. a lot of that driven by the labor market. at 7 a.m. u.k. time, u.k. jobs data. 1:00 p.m., german cpi also on board. both pieces of data will speak to that strength in the european economy. but it's a similar story when it comes to the u.s. economy. at about 4 p.m. u.k. time, this is what a lot of eyes are on, the fed's waller speaking on this idea that does the fomc start to see more
london time, we will hear from microsoft ceo satya nadella, among a slew of other names. on the markets today program at 8:10 a.m. u.k. time, an interview with charlie nunn, lloyds banking group ceo. and don't miss our interview with the deutsche bank cfo at 9 a.m. u.k. time. francine as well speaking to be ukraine's first of deputy minister of the economy, don't miss that interview at 9:30 a.m. u.k. time. there's a lot to digest. a lot of major speakers all talking about the aid going to...
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May 2, 2024
05/24
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nadella, is on the final stop of his trip to southeast asia. he is in malaysia, where he announced a $2.2 billion ai and cloud investment in the country. mr nadella was in indonesia and thailand earlier this week. he met officials and businesses — and announced investments in al that the technology giant will be making in the region. around the world and across the uk, this is bbc news. you are live with bbc news. let's turn to india next where the general election is underway. under prime minister narendra modi's 10 year rule in india, he and his ruling party, the bjp have been accused of singling out india's minority communities, especially muslims. at a political rally last week, mr modi said the country's main opposition party would redistribute people's wealth and property to muslims, if elected. it has many of india's minority groups worried about their future. 0ur south asia correspondent, samira hussain is in kerala. the prime minister received quite a bit of backlash from opposition parties and from the muslim community saying those
nadella, is on the final stop of his trip to southeast asia. he is in malaysia, where he announced a $2.2 billion ai and cloud investment in the country. mr nadella was in indonesia and thailand earlier this week. he met officials and businesses — and announced investments in al that the technology giant will be making in the region. around the world and across the uk, this is bbc news. you are live with bbc news. let's turn to india next where the general election is underway. under prime...
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Feb 26, 2024
02/24
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you look at any of the comments from satya nadella to any of the other cloud bosses that -- the cloud-based company bosses that those days are behind us which means those rates have bottomed out and we should be able to get those high incremental bosses as new dollars flow into the cloud and we were at 12% and 13% last quarter and we think it will just continue to incrementally grow higher from here. the world is growing in one direction and as i said on the retail side and from the cloud side and the analog and digital services. >> how aggressively will amazon have to invest cloudback earnings so to speak to support the aws growing infrom structure and by extension, future profits? >> obviously, it's going to require investments. obviously, when you look at the artificial intelligence investments that are made to improve the cloud-based services and those there ares won't stop and and those dollars will continue to grow and it will have a positive incremental margin relative to what the current margins are as new dollars come on that life will need to remain for the foreseeable period, and
you look at any of the comments from satya nadella to any of the other cloud bosses that -- the cloud-based company bosses that those days are behind us which means those rates have bottomed out and we should be able to get those high incremental bosses as new dollars flow into the cloud and we were at 12% and 13% last quarter and we think it will just continue to incrementally grow higher from here. the world is growing in one direction and as i said on the retail side and from the cloud side...
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May 3, 2024
05/24
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microsoft is making a massive investment in malaysia, ceo satya nadella announced today. the tech giant will spend more than $2 billion over the next four years on a new cloud and artificial intelligence infrastructure in the southeast asian country. microsoft is looking for support for its ai development around the world. >> around 2.5 million people in asean getting skilled in ai. we will have more than 200,000 people in malaysia getting skilled in ai. so it's exciting to see that. >> earlier this week, microsoft also announced billion dollar projects in indonesia and thailand. >> a bill that would put more funding towards menopause is getting some star power. backing actress halle berry joined lawmakers at capitol hill to unveil a new bill that would increase federal research and public knowledge about menopause. the bipartisan legislation is promoted by berry, who calls herself a champion for women's health. >> the shame has to be taken out of menopause. we have to talk about this very normal part of our life that happens. our doctors can't even say the word to us, le
microsoft is making a massive investment in malaysia, ceo satya nadella announced today. the tech giant will spend more than $2 billion over the next four years on a new cloud and artificial intelligence infrastructure in the southeast asian country. microsoft is looking for support for its ai development around the world. >> around 2.5 million people in asean getting skilled in ai. we will have more than 200,000 people in malaysia getting skilled in ai. so it's exciting to see that....
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Jan 30, 2024
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the only thing that could disrupt the narrative is if satya nadella pushes out the time frame on the delivery of revenue beyond 2025. >> so where is the bar? the market cap is now above $3 trillion. it is the most valuable by market cap, has eclipsed apple. the stock is up 9% in three plus weeks, almost four weeks. valuation is at 33.3 times. what does that do to the par? how good does this have to be? >> i think it's 23. >> so it's -- forget about that. >> i'm fine with that. i'm fine with paying a premium on microsoft, for alphabet, because you should be. go back to october 1st the only sector where growth estimates have risen, technology. that's quality. it has the innovation i could see in the future is going to accelerate the revenue growth even more. >> where is the bar? how high is the bar? a lot of what you said is obviously in the stock at this point. >> in terms of owning it, is the bar high? of course the bar is high. is the stock susceptible to a correction? yes. but is the stock susceptible to an inflection point? i don't think so. for all the skeptics out there, and we
the only thing that could disrupt the narrative is if satya nadella pushes out the time frame on the delivery of revenue beyond 2025. >> so where is the bar? the market cap is now above $3 trillion. it is the most valuable by market cap, has eclipsed apple. the stock is up 9% in three plus weeks, almost four weeks. valuation is at 33.3 times. what does that do to the par? how good does this have to be? >> i think it's 23. >> so it's -- forget about that. >> i'm fine with...
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Feb 20, 2024
02/24
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nadella who's made a huge investment in openairks is angling to develop a.i. server gear in the form of a network card that could lessen microsoft's reliance on nvidia's chips. that would just be smart business with, right? so that hurts nvidia's stock. right now got microsoft down about two-thirds of a percent. earnings reports will come fast and furious this week starting this afternoon with casino jiercht caesar's entertainment. the sectors has strugglinged over the past year even as las vegas really appears to be blazing hot with the super bowl, the sphere, pro sports and so much more. caesar's down about 2%. you know, mgm just reported a 22% pop in revenues last week but was punished for a mismiss in regional ca a see know revenues. are those issues in the rearview mirror, and what's ahead? mgm ceo bill hornbuckle joins i live -- joins us live this hour in a fox business exclusive. look at this, so capital one shares have barely fought their way into the green in this final hour of trade after confirming that it has made a deal to buy discover financial f
nadella who's made a huge investment in openairks is angling to develop a.i. server gear in the form of a network card that could lessen microsoft's reliance on nvidia's chips. that would just be smart business with, right? so that hurts nvidia's stock. right now got microsoft down about two-thirds of a percent. earnings reports will come fast and furious this week starting this afternoon with casino jiercht caesar's entertainment. the sectors has strugglinged over the past year even as las...
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May 16, 2024
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third microsoft, 97% rally got plenty to do with ceo satya nadella's decision to go all in on his cloud infrastructure business called azure. oh, it was a gutsy bet going up against amazon for web services. but it's paid off. most recently the aggressive posture toward ai with a big investment in openai has put microsoft in pole smorks say driver's seat in the artificial intelligence race. it's one of the few companies besides nvidia that has an actual ai profit center. fourth, david solomon's taken some real heat for some of his term at the helm of goldman sachs. but the stock has given you a 96% gain during the dow's run from 30,000 to 40,000. those that spew negativity are way out of whack with reality here. by returning goldman to its roots focusing on the wealthiest of the wealthy while staying on top of m&a and ipos he's rolled back the previous agenda when the company was trying to pivot to the consumer, regular people, which blew up in their face because that was never what goldman sachs was about to begin with. he used to be rough around the edges but he's a good business perso
third microsoft, 97% rally got plenty to do with ceo satya nadella's decision to go all in on his cloud infrastructure business called azure. oh, it was a gutsy bet going up against amazon for web services. but it's paid off. most recently the aggressive posture toward ai with a big investment in openai has put microsoft in pole smorks say driver's seat in the artificial intelligence race. it's one of the few companies besides nvidia that has an actual ai profit center. fourth, david solomon's...
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Apr 25, 2024
04/24
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satya nadella saying co-pilot is part of a new era of a.i. transformation the call is going to kick off here, and we'll be listening for guidance and co-pilot. and of course, like we're saying, increases in capex, as well >> we'll be looking for the overall guidance for the next quarter and the full year in microsoft's call, as well. we certainly have been down the road where we see it afterhours, stock is acting well and we get hit with it. initial take on the quarter? >> i think azure, and that pivot, we started to see last quarter. it wasn't much it gave the bulls a chance to say there was some inflection point. and this is a serious inflection point, at least, when you want to see where a lot of the real growth is coming from, the fact that a.i. is seven points of that growth. you have a dynamic also with $8.5 billion in share buy-backs, the act of the company to actually -- to at least support the share price, support earnings in a lot of different ways every segment, including commercial cloud, up 31%, that was a beat the operating marg
satya nadella saying co-pilot is part of a new era of a.i. transformation the call is going to kick off here, and we'll be listening for guidance and co-pilot. and of course, like we're saying, increases in capex, as well >> we'll be looking for the overall guidance for the next quarter and the full year in microsoft's call, as well. we certainly have been down the road where we see it afterhours, stock is acting well and we get hit with it. initial take on the quarter? >> i think...
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Jan 30, 2024
01/24
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ahead of that, ceo satya nadella sat down with lester holt from "nbc nightly news." ai, of course, one of the big topics that they've talked about. here's an exchange the two had on how the technology could impact this year's race for the white house. >> we're marching down the road to the first ai election. you holding your breath, to see how ai can help and how it may be weaponized? >> in fact, it goes back again. this is not the first election where we dealt with disinformation or propaganda campaigns by adversaries and election interference and all of those things. so therefore, i think what we have to go back again is, for example, i think we're doing all the work across the tech industry, around what water marking, detecting deep fakes, there's going to be enough in technology, quite frankly, in order to be able to identify the issues around disinformation and misinformation. then the question again comes back to, how do we build consensus between parties, candidates, and the norms around what is acceptable and not acceptable. >> that interview between lester h
ahead of that, ceo satya nadella sat down with lester holt from "nbc nightly news." ai, of course, one of the big topics that they've talked about. here's an exchange the two had on how the technology could impact this year's race for the white house. >> we're marching down the road to the first ai election. you holding your breath, to see how ai can help and how it may be weaponized? >> in fact, it goes back again. this is not the first election where we dealt with...
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Jan 11, 2024
01/24
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mcmillan's ces presentation also included a very cool cameo by microsoft ceo satya nadella where the two chatted about how ai could be used to enhance both the front ends and back ends of walmart's business. overall the last couple days have highlighted walmart's capacity for innovation, which is not something these guys usually get enough credit for. they ought to. for a long time it seemed like walmart was trading as a simple defensive stock but this week gave us a reminder that it's much, much more than that. i think it's helped which is why the stock's up more than 2% this week. by the way, i wouldn't be surprised if it would keep climbing steadily from here. i don't think it should have sold off on that last quarter. i saw a lot i liked about it. this one's a good one to put away. so there was a lot to learn from the icr conference this past week. we won't hear a ton about this group until the sector starts reporting results inmid february. but hopefully this gives you some color on the space to tide you over until then. i think it does. bottom line, nearly everything consumer f
mcmillan's ces presentation also included a very cool cameo by microsoft ceo satya nadella where the two chatted about how ai could be used to enhance both the front ends and back ends of walmart's business. overall the last couple days have highlighted walmart's capacity for innovation, which is not something these guys usually get enough credit for. they ought to. for a long time it seemed like walmart was trading as a simple defensive stock but this week gave us a reminder that it's much,...
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May 2, 2024
05/24
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satya nadella said during the trial that such default settings are the only things that matter to consumers you can expect the department of justice lawyers to raise questions. if this product is so much better, why do they pay apple tens of billions to be the default choice the decision from the judge is not expected until over the summer observers say the ruling could change the tech giant's business in years to come one potential beneficiary could be apple which could see an opening to offer a search product of its own the irony is that apple is subject to its own anti-trust lawsuit from the department of justice. >> eamon, do you say the government's fighting an old war and not the next war given a.i. you are talking about search and it seems in the next year or two, search is going to turn into a.i. and we are talking about a new cast of characters >> reporter: that's the criticism. you are talking about display advertising and search engines and things from the very early 2000s in terms of technology it really is a to tal tran transformation based on a.i. that is what google would say
satya nadella said during the trial that such default settings are the only things that matter to consumers you can expect the department of justice lawyers to raise questions. if this product is so much better, why do they pay apple tens of billions to be the default choice the decision from the judge is not expected until over the summer observers say the ruling could change the tech giant's business in years to come one potential beneficiary could be apple which could see an opening to offer...
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May 30, 2024
05/24
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the information first reported the news and says that microsoft's ceo satya nadella is concerned about the potential conflict with its open ai partnership. microsoft has invested more than $13 billion in open ai. >>> nearly 2 million bottles of fiji water sold on amazon are part of a recall. the u.s. food and drug administration said fiji found elevated levels of manganese and bacteria in 79,000 cases of the water sold between february 1st and march 3rd. 99% of the affected bottles never even left the warehouse. >>> and one of john lennon's guitars from his time with the beatles just sold for $2.9 million aft auction. that makes it one of the most valuable pieces of beatles memorabilia. the 12 string acoustic guitar known as the hootenanny was believed to be lost for over 50 years until it was discovered in someone's attic in england. it was used in the recording of the albums help and rubber soul. kate, would your husband have paid that much? >> absolutely not. >> father's day is coming up. that could be a good gift. >>> coming up, are you in the market for a new home? the resurging t
the information first reported the news and says that microsoft's ceo satya nadella is concerned about the potential conflict with its open ai partnership. microsoft has invested more than $13 billion in open ai. >>> nearly 2 million bottles of fiji water sold on amazon are part of a recall. the u.s. food and drug administration said fiji found elevated levels of manganese and bacteria in 79,000 cases of the water sold between february 1st and march 3rd. 99% of the affected bottles...
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May 20, 2024
05/24
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a big keynote with satya nadella and his top executives as well >>> steve what do you make of ai pcs? this is going to drive a new cycle of all of us needing to buy a pc what is the catalyst for them and the potential of the size of the market here? >> yeah. that's the hope, right, sara, that this kind of idea of even if we're just marketing them as ai pcs, people are going to run out there and want to upgrade because of that. but like i said, they really have to prove a use case, why is an ai computer, what can this computer do i couldn't do with a computer i bought last year? that's the sales pitch they need to clarify and explain because right now, it's just very limited we know, for example, a lot of ai stuff we've been using, chatgpt and anthropic, perplexity, happens on the internet you don't need special hardware to do that the question becomes, what are they going to have in the operating system side that can convince people to buy it? carl >> perfect segue for our next -- say if '23 was the year of ai hype, '24 may be the year of disillusionment. joining us jerry marcus an ai
a big keynote with satya nadella and his top executives as well >>> steve what do you make of ai pcs? this is going to drive a new cycle of all of us needing to buy a pc what is the catalyst for them and the potential of the size of the market here? >> yeah. that's the hope, right, sara, that this kind of idea of even if we're just marketing them as ai pcs, people are going to run out there and want to upgrade because of that. but like i said, they really have to prove a use...
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Apr 10, 2024
04/24
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i think satya nadella would say, we're trying frantically to get this culture together and this is never going to happen again. the report by homeland security -- this is not a department of google and amazon -- is so damning, that i was like, no, they could not have lied to homeland security, could they? could they have said a hack was done, rooted out, and it wasn't? >> seems like a bad thing to choose to do. >> suboptimal. >> yes. >> but anyway, i think that george brought it out. i'm trying to get the department of homeland security guy on. we did read a statement from microsoft, which admit, by the way, they got to fix their culture. here's what happened when this report came out. microsoft was up 15 cents. hey, you know? the people have spoken. homeland security? ain't got nothing for you. >> those kinds of stories don't typically get a big reaction in the equity markets. microsoft shares up some 45% over the course of the year. of course, it is the largest market cap company of any in our market at $3.13 trillion. >> they're having a great quarter. >> far exceeding that of apple a
i think satya nadella would say, we're trying frantically to get this culture together and this is never going to happen again. the report by homeland security -- this is not a department of google and amazon -- is so damning, that i was like, no, they could not have lied to homeland security, could they? could they have said a hack was done, rooted out, and it wasn't? >> seems like a bad thing to choose to do. >> suboptimal. >> yes. >> but anyway, i think that george...
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Feb 28, 2024
02/24
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the bottom line, there's an interesting new attitude from ceos, satya nadella, video game employees at microsoft. and i've just noticed, it's a little bit of a different attitude than some of the other big tech companies, which have really pushed back hard. >> let's bring in kate rogers. zb >> amazon, kate rogers has been covering this story for a while over at starbucks. >> this is certainly a really big move here between the union and starbucks, agreeing to this framework. i want to make sure that we drive home, this is starbucks committing to extend some of these tenure-based annual raises to employees in union-represented stores, and also offering the credit card tipping option that was given to their non-union stores back under howard schultz in 2022. at the time, schultz and the starbucks team said that they couldn't make unilateral changes at unionized stores, because contracts needed to be negotiated, if the union was going to be able to access some of these new benefits instituted under schultz. remember, the union has organized store by store individually, so starbucks needs
the bottom line, there's an interesting new attitude from ceos, satya nadella, video game employees at microsoft. and i've just noticed, it's a little bit of a different attitude than some of the other big tech companies, which have really pushed back hard. >> let's bring in kate rogers. zb >> amazon, kate rogers has been covering this story for a while over at starbucks. >> this is certainly a really big move here between the union and starbucks, agreeing to this framework. i...
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Jan 31, 2024
01/24
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what bothers me is there's amy hood and satya nadella talking about, we use it for summations. in our daily lives, we don't know how it's going to change us. how will it? >> i think it's still quite new. if you think about some of the applications that are out there, first of all, for a.i. to work, we really have to train these large models. these models get much better over time. i think everyone has seen what chatgpt can do, the fact that you can get so much information in such a short amount of time. now, imagine incorporating that into every aspect of how you run a business, every aspect of how you make decisions in businesses, how you do research and make that more efficient, how you get better health care and the fact that it will make your doctors more capable and more efficient. it will make all of those processes easier. we're just at the very beginning, and the work that we're doing is we're really building, let's call it, the foundation, sort of the processing and the compute capability that will enable us to train these models and then also when you ask chatgpt a qu
what bothers me is there's amy hood and satya nadella talking about, we use it for summations. in our daily lives, we don't know how it's going to change us. how will it? >> i think it's still quite new. if you think about some of the applications that are out there, first of all, for a.i. to work, we really have to train these large models. these models get much better over time. i think everyone has seen what chatgpt can do, the fact that you can get so much information in such a short...
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Feb 22, 2024
02/24
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and it is being led by nvidia, being led by redmond, satya nadella. jonathan: unreal. dan ives of wedbush. that name in the premarket is up by more than 13%. unbelievable to see this play out. lisa: a two-year bull market. jonathan: had a decade and 12 months on that stock. lisa: here the question. what does exponential growth look like after exponential growth? given the fact that at some point you have to think there are going to be other competitors. jonathan: at the moment for me it is the ultimate employment insurance. if ai is going to be as terrific as everyone think it is going to be and we are going to lose our jobs because of that, you want to be in that name. lisa: that is the downside risk. i wonder what the barrier to entry really is. is it the hot thing now but could there be a gpq is going to revolutionize things? i'm going to get all sorts of mail. you don't understand anything. you are right. jonathan: the stock is up by more than 13%. plenty more coverage this morning. let's get you an update on stories elsewhere this day. sonali: japanese stocks are
and it is being led by nvidia, being led by redmond, satya nadella. jonathan: unreal. dan ives of wedbush. that name in the premarket is up by more than 13%. unbelievable to see this play out. lisa: a two-year bull market. jonathan: had a decade and 12 months on that stock. lisa: here the question. what does exponential growth look like after exponential growth? given the fact that at some point you have to think there are going to be other competitors. jonathan: at the moment for me it is the...
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Apr 4, 2024
04/24
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. >> if you're satya nadella and read this report, how are you supposed to feel? defensive? do you feel this is a call to action, we screwed this up, we got to change course? >> well, look, if i'm satya, if i'm brad smith, i'm reading the recommendations and taking them to heart. it is very clearly outlined that the ceo and the board need to get in a hands on oversight administration of the security program. need to hold senior leaders accountable. need to prioritize security over feature development. that is at the heart of it -- decisions made were on the business side and won out over security and that's got to stop. and the last really important part that the report makes is that microsoft is one of the most important, if not the most important technology company in the world. and we all depend upon it for hardware, software, productivity, cloud, security. it is a lot we're placing on them. and with great power comes great responsibility. >> can you sort of stack rank the big tech companies as it relates to security? it is funny, i don't know, not funny, but microsoft i
. >> if you're satya nadella and read this report, how are you supposed to feel? defensive? do you feel this is a call to action, we screwed this up, we got to change course? >> well, look, if i'm satya, if i'm brad smith, i'm reading the recommendations and taking them to heart. it is very clearly outlined that the ceo and the board need to get in a hands on oversight administration of the security program. need to hold senior leaders accountable. need to prioritize security over...
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Apr 26, 2024
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lots of mushy talk from ceo satya nadella on co-pilot. we have no idea how well it is selling, but little nuggets of information here nadella did mention a handful of companies that bought at least 10,000 subscriptions to co-pilot as for google and alphabet, sundar pichai shot back, he said tests showed early increased usage in a.i. search if that pans out, that is, of course, more chances that stuff adds in search beyond ads, he said google will monetize a.i. through subscriptions and the cloud, just like microsoft is doing now. one other interesting argument from pichai, they're not related to a.i., he said youtube and google cloud combined will have $100 billion run rate this year. that's kind of his way of saying alphabet is more than just selling search ads >> right it is probably not -- i was thinking, like, streaming, i said that earlier, remember how streaming, everybody -- we're going to spend all this money on streaming and disney went to $200 because streaming, we got streaming. and then -- >> like peacock, paramount. >> then i
lots of mushy talk from ceo satya nadella on co-pilot. we have no idea how well it is selling, but little nuggets of information here nadella did mention a handful of companies that bought at least 10,000 subscriptions to co-pilot as for google and alphabet, sundar pichai shot back, he said tests showed early increased usage in a.i. search if that pans out, that is, of course, more chances that stuff adds in search beyond ads, he said google will monetize a.i. through subscriptions and the...
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May 13, 2024
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satya nadella looks smart. he laid the ground work a decade ago and it is paying off. >> final piece on the apple piece of it. speculation of the apple deal. how deep do you think ultimately the a.i. assistant, if it is powered by openai, could ultimately work inside an apple phone if it is not apple's i mean, what you want to be able to do is say, uber, get me a ca this second. not just get me the song on spotify in a sophisticated way and go deep into the app with siri, you cannot go deep into the app >> that is interesting this the idea of the a.i. agent. bill gates has written about it decades ago. who needs an app it is all voice and all yourself that could be a threat to apple and the app store model. apple enabled their a.i. system to tap into that with a phone you described. >> joe and becky and i are having lunch tomorrow and wednesday. it makes the reservation and sends joe and becky the invite email. it figures out you are across town >> it is shocked you would sit down for lunch with joe. >> it woul
satya nadella looks smart. he laid the ground work a decade ago and it is paying off. >> final piece on the apple piece of it. speculation of the apple deal. how deep do you think ultimately the a.i. assistant, if it is powered by openai, could ultimately work inside an apple phone if it is not apple's i mean, what you want to be able to do is say, uber, get me a ca this second. not just get me the song on spotify in a sophisticated way and go deep into the app with siri, you cannot go...
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Feb 8, 2024
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nadella about copyright issues, well, need to look at copyright differently, talking about emerging technology. it's all crazy. >> look, you know -- >> need to go -- >> you know my view on the c copyright issue. not a question. >> can't ask us, emerging technologies. need different rooms like section 230, or -- >> on the deep fake issue, most people, 99.999% of people asked you to go create a deep fake on any of the services at this point, you could not. you genuinely could not do it. >> somebody can and using it to do it. >> no. somebody can. i'm saying, not just the average person, but most people. some of the smart of the people, cannot. what you have to do is effectively genuinely trick the system. it takes a lot, a lot of effort to trick the system. and so -- >> just says they are not worried, nearly worried enough when you -- >> look, as i said, real issues opinion not saying these people have it all down and one of the reasons you're hearing them including sundar and hearing it from satya and sam altman say we do need regulation. actually saying that. more so than any of thes
nadella about copyright issues, well, need to look at copyright differently, talking about emerging technology. it's all crazy. >> look, you know -- >> need to go -- >> you know my view on the c copyright issue. not a question. >> can't ask us, emerging technologies. need different rooms like section 230, or -- >> on the deep fake issue, most people, 99.999% of people asked you to go create a deep fake on any of the services at this point, you could not. you...