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Bloomberg

Ray Dalio: 'Expect a Tribute System' as China Influence Grows

After spending time with leaders across Asia and China, Ray Dalio says the perception of American power is shifting fast. Countries that once relied on the US for security are recalibrating toward Beijing, and China sees itself entering a new era of influence rooted in its historical "tribute system." Meanwhile, Dalio says investors tracking the war in Iran are trading on cash flows, not fear, and they need diversification, liquidity, and gold to navigate what comes next.

Read more: Ray Dalio: 'Expect a Tribute System' as China Influence Grows
Bloomberg

SambaNova Challenges Cerebras Strategy

SambaNova CEO Rodrigo Liang joined Bloomberg  Open Interest to explain why the next AI war won't be about training models, but rather it will be about  inference costs, compute shortages, and who can scale AI infrastructure profitably. In a direct contrast with Cerebras after its blockbuster IPO, Liang breaks down the coming AI supply crunch, exploding enterprise demand, and why inference could become the biggest business in tech.

Read more: SambaNova Challenges Cerebras Strategy
Bloomberg

Trump Says He Made No Commitment to Xi Over Taiwan

US President Donald Trump said he made no commitment to Chinese leader Xi Jinping over Taiwan, and said he would make a decision soon over a planned $14 billion arms deal with the island. Trump's remarks aboard Air Force One came after Xi issued an unusually blunt warning that the two nations could descend into conflict if the Taiwan issue is mismanaged. Bloomberg's Annmarie Hordern reports from Beijing.

Read more: Trump Says He Made No Commitment to Xi Over Taiwan
Bloomberg

Schneider Electric Chair on Geopolitics, AI, Africa's Growth

Schneider Electric Chairman Jean-Pascal Tricoire discusses how geopolitical tensions are reshaping global energy production, the growth potential across the African continent, and the role of energy efficiency and AI in powering the continent's future. He speaks with Bloomberg TV's Jennifer Zabasajja at the Africa CEO Forum in Kigali.

Read more: Schneider Electric Chair on Geopolitics, AI, Africa's Growth