Riley Griffin
Riley Griffin is a Bloomberg News tech reporter covering Meta and the broader influence of Big Tech. Her reporting includes Meta’s AI strategy and product announcements.
Apple’s Foldable iPhone Targets China With a 4:3 Display
Bloomberg’s Mark Gurman reports that Apple is preparing to introduce its first foldable iPhone, the product of roughly a decade of development and the company’s largest iPhone design change in years. He argues that limited initial production—seven million to 10 million units—and stronger foldable demand in China make it a strategic premium device rather than a near-term mass-market seller. Apple’s differentiator, Gurman says, is a 4:3 unfolded display designed to resemble an iPad in landscape orientation.
Amazon Adds Qualcomm to Reduce Nvidia Dependence
Advisors Capital Management partner JoAnne Feeney argues that Amazon’s expanded Qualcomm relationship is a supply-chain and bargaining move: another chip designer can reduce reliance on Nvidia, improve Amazon’s pricing leverage and give Qualcomm greater confidence to invest in custom-chip capacity. Speaking with Bloomberg’s Riley Griffin, Feeney frames the arrangement as a form of risk-sharing often labelled circular financing, linking buyer demand more directly to supplier investment as AI infrastructure expands.
Google Turns TPU Capacity Into a Blackstone-Backed Neocloud
Bloomberg Technology’s Caroline Hyde and Ed Ludlow frame Google’s new venture with Blackstone as an attempt to turn Google’s TPU capacity into an AI cloud business outside Google Cloud. Bloomberg Intelligence’s Mandeep Singh argues the structure could help Google meet external demand for its chips by shifting more of the data-center burden to Blackstone, creating a TPU-based rival to Nvidia-centered neocloud providers.