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Bloomberg

'Inference Speed Makes Markets Bigger,' says Cerebras CEO

AMD is teaming up with Cerebras on a new server designed to slash response times, taking direct aim at Nvidia and promising some of the fastest AI systems on the market. Cerebras CEO Andrew Feldman explains how the partnership works, why speed is becoming the next battleground in AI infrastructure, and what it means for the rapidly evolving AI chip market. He joins Ed Ludlow on "Bloomberg Tech."

Read more: 'Inference Speed Makes Markets Bigger,' says Cerebras CEO
Bloomberg

'The Real Debate Isn't Open-Weight AI, It's Chinese AI': Krach Institute's Giuda

Major tech leaders took to social media to tout the benefits of open-weight AI models in a letter signed by Nvidia, Meta, Microsoft, Andreessen Horowitz and others. This comes as Moonshot's Kimi K3 has been shaking the AI industry, with the debate intensifying over China's latest AI breakthroughs and the rise of open-weight models. Michelle Giuda, CEO of the Krach Institute for Tech Diplomacy at Purdue, joins Ed Ludlow on "Bloomberg Tech" to discuss why the US needs to accelerate its own open-weight AI ecosystem.

Read more: 'The Real Debate Isn't Open-Weight AI, It's Chinese AI': Krach Institute's Giuda
Bloomberg

Jennifer Doudna: "AI Doesn't Replace Scientists"

Dr. Jennifer Doudna won the Nobel Prize for pioneering gene-editing technology CRISPR. Today, Scribe Therapeutics, the company she co-founded, just raised $128.7 million in its IPO for a much bigger ambition: using CRISPR to prevent heart disease. Scribe Therapeutics co-founder and Scientific Advisor Jennifer Doudna joins Ed Ludlow on "Bloomberg Tech" from the Nasdaq.

Read more: Jennifer Doudna: "AI Doesn't Replace Scientists"
Bloomberg

Economists Stick to Fed Rate Cut Call as Markets Price In Hikes

Economists continue to expect the Federal Reserve's next move will be an interest-rate cut even as financial markets price in higher borrowing costs by the end of the year. Forecasters in a Bloomberg survey see the US central bank cutting its benchmark rate by 25 basis points in the third quarter of 2027. Alex Morris, CIO at F/M Investments, discusses the Fed's path forward amid growing concerns of political influence.

Read more: Economists Stick to Fed Rate Cut Call as Markets Price In Hikes