Bloomberg News Chief Technology Correspondent Mark Gurman discusses how Apple’s iPhone supply chain is splintering under US-China tensions. Stefan Selig, Managing Partner at BridgePark Advisors, talks about US-China economic relations. Bloomberg New Economy Editorial Director Erik Schatzker shares the names of the Bloomberg New Economy’s 2023 class of Catalysts. And we Drive to the Close with Bill Smead, CIO at Smead Capital Management. 
Hosts: Carol Massar and Jess Menton. Producer: Paul Brennan.

Bloomberg News Chief Technology Correspondent Mark Gurman discusses how Apple’s iPhone supply chain is splintering under US-China tensions. Stefan Selig, Managing Partner at BridgePark Advisors, talks about US-China economic relations. Bloomberg New Economy Editorial Director Erik Schatzker shares the names of the Bloomberg New Economy’s 2023 class of Catalysts. And we Drive to the Close with Bill Smead, CIO at Smead Capital Management. Hosts: Carol Massar and Jess Menton. Producer: Paul Brennan.

Listen for reporting from the magazine that helps global leaders stay ahead. 

Hosts Carol Massar and Tim Stenovec bring you insight on the people, companies and trends shaping today's complex economy.  You can watch and listen to Businessweek LIVE on YouTube, weekdays from 2PM to 5PM ET: http://bit.ly/3vTiACF. 

Listen for reporting from the magazine that helps global leaders stay ahead. Hosts Carol Massar and Tim Stenovec bring you insight on the people, companies and trends shaping today's complex economy.&nbsp; You can watch and listen to Businessweek LIVE on YouTube, weekdays from 2PM to 5PM ET: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.&nbsp;

Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and editors.

Bloomberg Businessweek

Apple Producers Crisscrossing the Developing World

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b0d63fda-e3b2-4d56-ab3d-b06c015a9a34/transcript

Oura said it is acquiring Helsinki-based Doublepoint Technologies Oy, which specializes in technology that allows users to control wearable devices with small hand movements using a combination of artificial intelligence and biometric data. The purchase will guide future versions of Oura’s smart rings, where hand gestures could play a central role to the experience, along with possibly voice control. 

Holly Shelton, Oura Chief Product Officer, speaks on why most health technology was not designed with women’s bodies in mind and why is it so important to build health products specifically for women?

Oura said it is acquiring Helsinki-based Doublepoint Technologies Oy, which specializes in technology that allows users to control wearable devices with small hand movements using a combination of artificial intelligence and biometric data. The purchase will guide future versions of Oura&rsquo;s smart rings, where hand gestures could play a central role to the experience, along with possibly voice control.&nbsp; Holly Shelton, Oura Chief Product Officer, speaks on why most health technology was not designed with women&rsquo;s bodies in mind and why is it so important to build health products specifically for women?

Wearables for Women

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c69dc9b1-61bb-4677-a432-b40f0150d888/transcript

The people, companies and trends shaping the global economy.
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.

Nvidia, the company at the center of an explosive build-out of AI computing, expects to generate at least $1 trillion from its Blackwell and Rubin chips through the end of 2027.The company had previously forecast that the chips would bring $500 billion in sales by the end of 2026. The latest forecast, delivered by Chief Executive Officer Jensen Huang during the company’s GTC event, extends the outlook.

The forecast underscores the scale of Nvidia’s business, which has been supercharged by demand for chips that develop and run AI models. But the cumulative figure doesn’t suggest a tremendous acceleration in sales growth.

After initially rising as much as 4.8%, the shares soon pared their gains on Monday.A flood of spending on AI chips has turned Nvidia into the world’s most valuable company. But investors have sought more evidence that the market’s growth remains on track. Nvidia is also facing mounting competition from rivals like Advanced Micro Devices Inc., as well as its own customers attempting to produce in-house chips to handle AI.

The company has accelerated its technology development in recent years. Nvidia tries to replace its entire product lineup on an annual basis while adding new components. The next design of its flagship AI processors, appearing in systems in the second half of 2026, is called Vera Rubin. The lineup is named for the pioneering astronomer whose observations provided evidence supporting the existence of dark matter.

Today's show features:
Ed Ludlow, Bloomberg Tech Co-Host
Marc Champion, Bloomberg Opinion International Affairs Columnist
Catherine Owen Adams, Acadia CEO
Drive to the Close with Aaron Mulvihill, JPMorgan Asset Management Executive Director & Global Alternatives Strategist

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Nvidia, the company at the center of an explosive build-out of AI computing, expects to generate at least $1 trillion from its Blackwell and Rubin chips through the end of 2027.The company had previously forecast that the chips would bring $500 billion in sales by the end of 2026. The latest forecast, delivered by Chief Executive Officer Jensen Huang during the company&rsquo;s GTC event, extends the outlook. The forecast underscores the scale of Nvidia&rsquo;s business, which has been supercharged by demand for chips that develop and run AI models. But the cumulative figure doesn&rsquo;t suggest a tremendous acceleration in sales growth. After initially rising as much as 4.8%, the shares soon pared their gains on Monday.A flood of spending on AI chips has turned Nvidia into the world&rsquo;s most valuable company. But investors have sought more evidence that the market&rsquo;s growth remains on track. Nvidia is also facing mounting competition from rivals like Advanced Micro Devices Inc., as well as its own customers attempting to produce in-house chips to handle AI. The company has accelerated its technology development in recent years. Nvidia tries to replace its entire product lineup on an annual basis while adding new components. The next design of its flagship AI processors, appearing in systems in the second half of 2026, is called Vera Rubin. The lineup is named for the pioneering astronomer whose observations provided evidence supporting the existence of dark matter. Today's show features:
<ul>
<li>Ed Ludlow, Bloomberg Tech Co-Host</li>
<li>Marc Champion, Bloomberg Opinion International Affairs Columnist</li>
<li>Catherine Owen Adams, Acadia CEO</li>
<li>Drive to the Close with Aaron Mulvihill, JPMorgan Asset Management Executive Director &amp; Global Alternatives Strategist</li>
</ul>

Nvidia Expects to Make $1 Trillion From AI Chips Through 2027

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3a77ab70-627f-4cc0-8494-b40f0150d233/transcript

You've probably heard of the pink tax—that additional price women pay to exist in the same world as men. Now meet the double tax, the compounded cost of racism and sexism or the pink tax and then some. The Double Tax dares to ask why it’s so expensive to be a woman in America and why it doesn’t have to be this way.

In The Double Tax, Harvard researcher Anna Gifty Opoku-Agyeman summarizes the disparities that women face as they navigate life’s biggest moments. Not only do the numbers reveal that women incur higher costs than men, but also that Black and white women lead vastly different lives, marked by dramatic gaps in job opportunities, salaries, housing costs, childcare access, and generational wealth. She coins this gap as the “double tax,” the compounded cost of racism and sexism. She speaks with Bloomberg's Carol Massar, Tim Stenovec, and Norah Mulinda.

You've probably heard of the pink tax&mdash;that additional price women pay to exist in the same world as men. Now meet the double tax, the compounded cost of racism and sexism or the pink tax and then some. The Double Tax dares to ask why it&rsquo;s so expensive to be a woman in America and why it doesn&rsquo;t have to be this way.
In The Double Tax, Harvard researcher Anna Gifty Opoku-Agyeman summarizes the disparities that women face as they navigate life&rsquo;s biggest moments. Not only do the numbers reveal that women incur higher costs than men, but also that Black and white women lead vastly different lives, marked by dramatic gaps in job opportunities, salaries, housing costs, childcare access, and generational wealth. She coins this gap as the &ldquo;double tax,&rdquo; the compounded cost of racism and sexism. She speaks with Bloomberg's Carol Massar, Tim Stenovec, and Norah Mulinda.

The Double Tax: How Women of Color Are Overcharged and Underpaid

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5f0bebaf-fad6-4077-80b7-b40c0142e045/transcript

Apple Producers Crisscrossing the Developing World

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