BI Analysis: What Anthropic-Google Talks Mean for Cloud Competition

Bloomberg’s Ed Ludlow looks at the impact of discussions between Anthropic and Google for the AI startup to take additional computing power from Google, valued in the high tens of billions of dollars. Plus, tech earnings season is underway with Netflix and Texas Instruments disappointing investors. And AT&T CEO John Stankey discusses the impact of the iPhone 17 launch and growth of broadband customers.

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