Tech giants are pouring trillions of dollars into AI chips and data centers while the industry quietly faces a fork in the road between open source and proprietary models. AMD chair and CEO Lisa Su and former IBM CEO Sam Palmisano explain why that choice could shape the next era of computing.
The UK economy is at risk of its first quarterly contraction since Labour returned to power, after growth disappointed again by shrinking ahead of Chancellor of the Exchequer Rachel Reeves' tax-raising budget. Can the UK's tech sector come to the rescue? British Business Bank CEO Louis Taylor weighs in with Ed Ludlow and Caroline Hyde to discuss on "Bloomberg Tech."
Margie Patel, senior portfolio manager and head of Capital Allocation at Allspring Global Investments, joins Ed Ludlow and Caroline Hyde to discuss concerns around returns on AI investments in the context of Broadcom's earnings and the news that Oracle is pushing back the completion dates for some of its AI data centers. She speaks on "Bloomberg Tech."
Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors' lofty expectations. Karl Ackerman, managing director of semiconductors and networking hardware at BNP Paribas, joins Ed Ludlow and Caroline Hyde to discuss on "Bloomberg Tech."
President Donald Trump signed an order aimed at thwarting state-level regulation of AI through lawsuits and funding cuts, handing a win to tech industry leaders who've pressed for preemption of local rules. David Sacks, White House AI and Crypto Czar, weighs in with Ed Ludlow and Caroline Hyde on "Bloomberg Tech."
SoftBank Group Corp. is looking at potential acquisitions including data center operator Switch Inc., as billionaire founder Masayoshi Son seeks to ride an AI-fueled boom in digital infrastructure. Matt Bloxham on Bloomberg Intelligence has more.
Broadcom Inc. slumped after its sales outlook for the AI market failed to meet investors' expectations and unsettling commentary from Chief Executive Officer Hock Tan on a conference call with analysts. Matt Bloxham on Bloomberg Intelligence has more.
Medra, which programs robots with AI to conduct and improve biological experiments, has raised $52 million to build what it says will be one of the largest autonomous labs in the United States. Medra CEO Michelle Lee joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."
Beth Kindig, lead tech analyst at the I/O fund, says investors should keep an eye on the moment when there is an inflexion - which hasn't happened yet, but which is what tech CEOs are "banking on." She joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."
Chip-design software maker Synopsys gave an upbeat first quarter forecast, following a significant equity investment from Nvidia earlier this month. Synopsys CEO Sassine Ghazi joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."
Disney is licensing iconic characters including Mickey Mouse and Cinderella to OpenAI for use on its artificial intelligence video platform and has agreed to take a $1 billion stake in the startup. Bloomberg News reporter Hannah Miller and Bloomberg Opinion contributor Dave Lee join Caroline Hyde and Ed Ludlow on "Bloomberg Tech."
Alex Zukin, Managing Director and Senior Analyst covering enterprise software at Wolfe Research, discusses the fall in Oracle shares and why he thinks it is more about a "timing mismatch" and the company is getting "overly penalized". He joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."
