Bloomberg

Rising investment in artificial intelligence is reshaping demand for semiconductors, with memory, CPUs and GPUs all seeing sustained growth. This segment examines how AI-driven capex is supporting companies across Asia's tech supply chain. Jonathan Curtis, Portfolio Manager at Franklin Templeton, speaks with Haslinda Amin from the JPMorgan Global China Summit in Shanghai to share his outlook on AI, memory markets and global equities.

Regulators in Hong Kong and Singapore are said to have sought clarity from Standard Chartered following CEO Bill Winters' "lower-value human capital" comments. Bloomberg's Avril Hong reports.

Brandon Cho, Co-founder and CEO of custom AI semiconductor designer, SemiFive, discusses the company's 137-percent year on year surge in revenue in its first earnings release since listing on the Kosdaq in December. The Seoul based company says AI demand has driven production bookings up to 74-percent in the first quarter alone. He speaks exclusively with Haidi Stroud Watts on "Bloomberg: The Asia Trade".

Mitsuya Kishida, CEO of Nidec, says the company's recent financial performance is being bolstered by its data-center business, despite quality control and accounting problems at the supplier of electric motors. He says 'regaining trust' with customers is the firm's first priority. He speaks with Shery Ahn on "Bloomberg: The Asia Trade".

Tripp Hornick, principal at Quince Street Strategy, said that the US allowed the mining and manufacturing of rare earth elements to be pushed overseas because investors felt it was too expensive and 'dirty' to back. Now, the US is facing the consequences of moving that supply chain process overseas, as the US and other world powers race to build a system that is not reliant on China for minerals that are key to national security.

Yann LeCun & JP Vert discuss artificial intelligence and LLMs, and how they can translate into the physical world in the future. The two talk about the new techniques and infrastructures that will need to be built, as well as where some of the physical AI components can be built. They speak with Roman Bostick on "The Close."

Gerber Kawasaki Wealth and Investment Management co-founder and CEO Ross Gerber sees a really exciting time for tech as space and AI converge. He speaks on "Bloomberg The Close."

Elon Musk's rocket, satellite and AI company is effectively basing its pitch for the biggest IPO in history on the idea that it can capture a huge share of the market from the likes of OpenAI, Anthropic PBC and Alphabet Inc.'s AI systems: technology that will eventually automate large swaths of white-collar and administrative work, creating a massive market for software that can perform digital tasks traditionally handled by humans. Nancy Tengler, Laffer Tengler Investments joins Bloomberg Businessweek Daily to discuss the flurry of IPO's.

Keir Starmer's 2024 landslide became a sinkhole in under two years. Bloomberg Originals explains how British politics collided with economic reality, fueling a revolving door of prime ministers.

Diane Swonk, Chief Economist at KPMG joins Scarlet Fu on "Bloomberg Markets." US mortgage rates surged this week to the highest level since August, threatening a spring selling season that was just starting to get a pulse. The average rate for 30-year fixed loans jumped to 6.51% from 6.36%, the biggest weekly increase since the end of March, Freddie Mac reported on Thursday.