Explore the evolving landscape around AI infrastructure and dive into the latest news amid the ongoing AI wars on this week's episode of theCUBE Podcast.
I believe we are in the end days of the traditional PC and that it is due to evolve or be replaced by a smartphone derivative. Gelsinger is clearly on the “evolve” path as he discussed a very aggressive cadence for the next several generations of AI-enhanced PCs and servers.
universal. joining us now is andrew ross sorkin. this, i guess, clears the way to see this deal get done. absolutely. i think you re going to see a transaction announced. hopefully. i ll tell you, this saga has dragged on. on thursday morning, the deal was reached or tentatively over the weekend and the papering over of the transaction started yesterday. so why a deal announced on thursday? what are we hearing about this now? i ll tell you what the big issues were. first, there was a bid/ask/spread on the transaction itself. that will be the value to vivendi. so there s three partners or pieces in this. there s vivendi, which is getting out. there s ge, which is getting out in its own way, and then there s comcast, which is the buyer. part of the problem over the past couple of weeks has been two things. a, the valuation of vivendi and b, the closing risk. that is if comcast doesn t close the deal over the next 12 months, what happens to vivendi? is ge still going to go