Bloomberg's Caroline Hyde and Ed Ludlow break down Google's earnings showing its expensive AI bet is paying off. Plus, BYD beats Tesla on quarterly revenue for the first time in the battle between the two EV giants, and Super Micro shares plunge after EY resigns as the auditor to the troubled server maker.

Anthropic Builds Its War Chest Ahead of IPO
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AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face
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Nvidia Nears $14B Hugging Face Deal
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