Intel Shares Plunge 25%, Cohere Targets $5B Series E and Binance Hit by $6.3B Hack
Moor Insights & Strategy founder Patrick Moorhead talks with TITV host Akash Pasricha about Intel’s weak forecast, chip supply constraints and the future of its foundry business. We also talk with Wells Fargo senior internet analyst Ken Gawrelski about Amazon’s AWS growth, its advertising business and the returns on AI infrastructure spending, and Cohere Chief AI Officer Joelle Pineau about the company’s roughly $5 billion funding target, its chip strategy and partnerships with neoclouds. Lastly, The Information’s crypto reporter Yueqi Yang and Predicate co-founder and CEO Nikhil Raghuveera discuss the reported $6.3 billion Binance hack, efforts to freeze stolen stablecoins and the broader implications for crypto security.
Articles discussed in today’s show:
-https://www.theinformation.com/briefings/binance-confirms-6-3-billion-hack-plans-cover-losses
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Chapters:
01:13 - Introduction
02:23 - Intel’s outlook and foundry strategy
12:50 - Amazon earnings, AWS and AI spending
24:42 - Cohere’s funding and compute strategy
34:30 - Binance hack and frozen funds
45:36 - Closing
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