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Squawk on the Street
Arm CEO on AI Infrastructure Joint Venture, Netflix Soars, Exclusive: United Airlines CEO 01/22/25
Jan 22, 2025
Rene Haas, CEO of Arm Holdings, discusses the company’s pivotal role in a $500 billion AI infrastructure joint venture involving Oracle and OpenAI. He shares insights on how AI will transform various sectors, especially drug development. Meanwhile, Scott Kirby, CEO of United Airlines, reveals strong fourth-quarter earnings and a promising outlook for 2025, attributing success to diversified revenue. The conversation highlights the skyrocketing shares of Netflix following impressive subscriber growth and the broader tech market's response to these dynamics.
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Quick takeaways
- The joint venture between SoftBank, Oracle, and OpenAI to invest $500 billion in U.S. AI infrastructure marks a significant shift in tech funding.
- Stronger-than-expected earnings from Netflix and United Airlines reflect growing investor confidence and a positive outlook for economic recovery.
Deep dives
AI Infrastructure Investments
A collaborative venture involving major tech companies is set to invest hundreds of billions in AI infrastructure in the U.S. This initiative, spearheaded by SoftBank and Oracle, aims to construct extensive data center capacities essential for powering advanced AI applications. Investors are optimistic about the substantial financial backing that is crucial for the necessary technology infrastructure to support artificial intelligence growth. Analysts predict this partnership may reshape the tech landscape, particularly affecting companies heavily invested in cloud computing and AI technologies.
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