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Paulina McPadden, investment manager of international concentrated growth strategy at Baillie Gifford, discusses where Nvidia sits in the global chip ecosystem and why US-based AI researchers and companies still have a leg up for the long-term over China, while still seeing a "rich hunting ground" for AI investment outside of the US. She joins Ed Ludlow on "Bloomberg Tech."

SoftBank has committed more than $60 billion to OpenAI to date, with founder Masayoshi Son reportedly convinced Sam Altman is leading the most important technology shift of the century. But as rival Anthropic gains ground, questions are growing - even inside SoftBank - about whether the company may be too heavily tied to OpenAI's success. Bloomberg's Peter Elstrom joins Ed Ludlow on "Bloomberg Tech."

Amca, which offers an integrated platform to rapidly develop and manufacture critical aerospace and defense components, announced a $300 million Series B valuing the company at more than $1 billion. Amca CEO Jai Malik joins Ed Ludlow on "Bloomberg Tech."

Parallel, a web API purpose-built for AI, is launching 'Index', a new marketplace that pays publishers and data providers based on how much their content helps an AI agent complete a task. Parallel founder and CEO Parag Agrawal, also the former CEO of Twitter, joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."

Navid Mahmoodzadegan, who stepped into the chief executive role at Moelis last October, has described a "return to normal" in the Middle East following months of the Iran War. The global investment bank has been a key player in the region with a history of advising Gulf transactions including the Aramco IPO. Mahmoodzadegan, also the company's co-founder, told Bloomberg's Francine Lacqua that the company is committed to the Middle East over the long-term.

IREN, a vertically integrated AI cloud provider, recently announced a strategic partnership with Nvidia for up to $2.1 billion as part of a broader agreement between the two companies aimed at accelerating the construction of AI infrastructure. IREN CEO Daniel Roberts joins Ed Ludlow on the sidelines of Dell Technologies World in Las Vegas to discuss on "Bloomberg Tech."

US derivatives exchange CME and index provider Silicon Data are teaming up to create a futures market for AI computing power. Silicon Data CEO Carmen Li joins Caroline Hyde on "Bloomberg Tech" to discuss why she thinks compute will be a top global commodity.

Apple is set to debut iOS 27 at this year's WWDC, featuring a revamped Siri experience. The update is expected to introduce new privacy-focused features that could help differentiate Siri in the crowded chatbot market. Bloomberg's Mark Gurman joins Caroline Hyde with the details on "Bloomberg Tech."

Figma shares rose after the creative software platform reported first-quarter results that beat expectations and raised its full-year forecast, with analysts saying the report eased concerns about AI-related disruption. Figma CEO Dylan Field joins Bloomberg's Caroline Hyde and Ed Ludlow on "Bloomberg Tech."

President Trump says he discussed guardrails on AI and Nvidia's H200 chips with Chinese leader Xi Jinping during a two-day summit in Beijing. Shari Liss, vice president of global workforce development and initiatives at SEMI, joins Bloomberg's Caroline Hyde and Ed Ludlow on "Bloomberg Tech" to discuss what this means for the US semiconductor sector.