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Bloomberg

Trump Admin Allowing Defense Opportunities: Carlyle's Fujiyama

Ian Fujiyama, global head of aerospace, defense and government at Carlyle, joins Dani Burger on "Bloomberg Deals." They discuss defense tech investments and the Trump Administration as the Iran War reveals gaps in spending. The Pentagon wants to shift roughly $1.5 billion in previously approved funding to buy critical missile interceptors from Lockheed Martin and RTX, according to the acting comptroller weapons that are in short supply as the war in Iran consumes vast amounts of the munitions.

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Bloomberg

Big Pipeline for Defense IPOs: JPMorgan's Marengo

Mark Marengo, global co-head of diversified industries investment banking at JPMorgan, joins Dani Burger on "Bloomberg Deals." They discuss defense tech investments and potential IPOs as the Iran War reveals gaps in spending. The Pentagon wants to shift roughly $1.5 billion in previously approved funding to buy critical missile interceptors from Lockheed Martin and RTX, according to the acting comptroller weapons that are in short supply as the war in Iran consumes vast amounts of the munitions.

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Bloomberg

Work to Do on Defense Supply Chain: Erin Price-Wright

Erin Price-Wright, general partner at Andreessen Horowitz, joins Dani Burger on "Bloomberg Deals." They discuss defense tech investments as the Iran War reveals gaps in spending. The Pentagon wants to shift roughly $1.5 billion in previously approved funding to buy critical missile interceptors from Lockheed Martin and RTX, according to the acting comptroller weapons that are in short supply as the war in Iran consumes vast amounts of the munitions.

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Bloomberg

Virginia Rep. Calls for Spreading AI Build-Out Across the Country

Senator Bernie Sanders and Congresswoman Alexandria Ocasio-Cortez plan to introduce legislation that would impose a moratorium on new AI data centers, following growing pushback on their impact on energy prices. Representative Suhas Subramanyam, a Democrat from Virginia, home to one of the largest concentrations of data centers in the country, discusses what approach he thinks the country should take to the AI build-out. He speaks with Caroline Hyde and Ed Ludlow on "Bloomberg Tech."

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