Seema Mody

Tech & Global Markets Reporter @CNBC. Spent time as a journo London/Mumbai. Beats: AI, tech & industrials. @CFR_org. Pratham board member. Tweets are my own.

[Seema Mody @seemacnbc]

Here we come 🇮🇳 🇺🇸

[Seema Mody @seemacnbc]

$HPE up 16%

[Squawk on the Street @SquawkStreet]

"We see tremendous demand for our portfolio."

After @HPE reported its biggest earnings beat since 2018, CEO @AntonioNeri_HPE explains why the company decided to raise its full-year guidance:
https://t.co/f5rnXiBGgQ

[Squawk on the Street @SquawkStreet]

Could the AI boom be driving growth in the hotel sector? @IHGhotels CEO Elie Maalouf makes the case:
https://t.co/TVYZU5quHS

[Squawk on the Street @SquawkStreet]

"I think this is a generational opportunity in data centers."

@Generac CEO Aaron Jagdfeld joins as the company announces an agreement to supply backup power generators for a mystery hyperscaler:
https://t.co/XhZ5qOuZS5

[Seema Mody @seemacnbc]

Investors watching how #SpaceX pitches #xAI to investors as the IPO roadshow is set to kick off this week
https://t.co/rRePRDg4Uh

[Elon Musk @elonmusk]

True:

“They gave stock to everyone. There are a bunch of highly skilled workers that we on X never think of, like Tube Benders, Orbital Tube Welders, Cleanroom Technicians, etc. that are going to make significant fortunes.”

[Seema Mody @seemacnbc]

Nice convo with $IBM CEO Arvin Krishna who shared more details behind its new cybersecurity offering as concerns tied to Mythos continue to grow. Here's what he said:

https://t.co/tAZsl5HXo8

[Theory Ventures @Theoryvc]

@ttunguz chatted with @CNBC's @seemacnbc to dig into the coming SpaceX IPO & buzz around a potential merger.

“Tesla has to run powerful AI systems inside a moving vehicle with tight limits on power, cooling, latency, reliability and cost. SpaceX has to think about compute in orbit, where radiation, thermal cycling, launch mass, power generation and heat rejection all become existential design constraints," he shared.

Theory is a team of engineer-first investors. It's how we see around the bend on technical moats & where infrastructure is headed.

Read more: https://t.co/kvDRErvRzl

[Seema Mody @seemacnbc]

Sources familiar share that @elonmusk has engaged in thought experiments on folding Tesla into SpaceX’s universe due in part to synergistic opportunities.
Our @cnbc story here:

https://t.co/OJAPxcnMP9 @lorakolodny

[TheSonOfWalkley @TheSonOfWalkley]

BREAKING: ELON MUSK CONSIDERS MERGING $TSLA AND SPACEX AFTER IPO, per CNBC 👀

It’s happening !

[Seema Mody @seemacnbc]

Can @SpaceX make orbital centers a reality in three years? We explore the key technical constraints including radiation and GPU degradation. #spacex #datacenters
https://t.co/i1ja8dHPEE

[Seema Mody @seemacnbc]

@dkhos @gautam_adani @Uber More deets, please

[Seema Mody @seemacnbc]

@KellyCNBC @Big_McLrgHuge @SullyCNBC No idea what you guys are talking about

[Seema Mody @seemacnbc]

In our conversation, I asked CEO Alex Karp whether highly-skilled engineers may be leaving Palantir. His response: the company is growing at a faster pace w/ fewer people. $PLTR #AI

[Seema Mody @seemacnbc]

Palantir CEO Alex Karp tells me "LLMs are commodities" and that he's agnostic on which one the companies uses. Comments follow DoD's continued dispute w/ Anthropic. $PLTR #OAI #defense

[Shay Boloor @StockSavvyShay]

$GOOGL market cap is now larger than India’s GDP:

• Google: $4.2T
• India: $4.1T

[Seema Mody @seemacnbc]

$META shopping around $20-25 billion bond offering, per 3 sources
-Second bond deal in the span of 7 months
-6 tranche deal
-Comes as AI buildout costs continue to soar amid higher memory / compute
-Both $GS $MS on this deal

https://t.co/iJ64V56Ab7

[Seema Mody @seemacnbc]

I spoke to the Pentagon’s AI Chief Cameron Stanley on the DoD’s use of #OpenAI and Google’s Gemini

Stanley says over-reliance on one AI model is 'never a good thing' and that using these models is saving warfighters thousands of hours

Full story here: https://t.co/KOjGDHOkX1

[Techmeme @Techmeme]

Pentagon's Digital and AI Chief Cameron Stanley confirms the DoD is expanding its Google Gemini use, saying "overreliance on one vendor is never a good thing" (@seemacnbc / CNBC)

(Visit Techmeme dot com for the link and full context!)

[Seema Mody @seemacnbc]

WH meeting today on #Mythos included Policy heads from Microsoft, Red Hat, Amazon, Google, Crowdstrike, Palo Alto, Goldman Sachs and JP Morgan, per a source familar.$GS $MSFT $AMZN $JPM $PANW $CRWD
I'm told no overarching solution came together but discussions are ongoing.

[Seema Mody @seemacnbc]

$ORCL

[Seema Mody @seemacnbc]

Oracle dismissed #OpenAI growth concerns
Spokesperson tells me:
"We’re incredibly excited about our partnership with OpenAI and remain focused on building and delivering the capacity they need to support rapidly growing demand.