Bloomberg's Caroline Hyde and Jackie Davalos discuss the AI selloff, putting pressure on the chips sector and earnings. And, China ramps up its AI competition, fueling stock gains in Asia. Plus, President Trump is set to meet with some of the biggest tech leaders as he seeks a repeal of the CHIPS Act.

Bloomberg's Caroline Hyde and Jackie Davalos discuss the AI selloff, putting pressure on the chips sector and earnings. And, China ramps up its AI competition, fueling stock gains in Asia. Plus, President Trump is set to meet with some of the biggest tech leaders as he seeks a repeal of the CHIPS Act.

The only daily news program focused exclusively on technology, innovation and the future of business.

The only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Technology is the only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Tech

AI Fuels Tech Selloff, President Trump To Meet Tech CEOs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/26020c4a-319c-4a67-bd9a-b29801509314/transcript

Bloomberg’s Ed Ludlow discusses the plan laid out by the Trump administration and several states to have tech companies pay for surging energy prices following the rise of AI data centers. Plus, AI coding startup Replit nears a $9 billion valuation in a new funding round. And the Chairman of the Federal Trade Commission, Andrew Ferguson discusses acquihires, consumer protection and AI regulation.

Bloomberg&rsquo;s Ed Ludlow discusses the plan laid out by the Trump administration and several states to have tech companies pay for surging energy prices following the rise of AI data centers. Plus, AI coding startup Replit nears a $9 billion valuation in a new funding round. And the Chairman of the Federal Trade Commission, Andrew Ferguson discusses acquihires, consumer protection and AI regulation.

Trump Wants Big Tech to Pay for Power

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f79d1b6a-663a-43b6-91f4-b3d4012e198b/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute, and hunts for hardware partners across data centers and consumer devices. And New York City Mayor Zohran Mamdani sues a delivery tech company, accusing it of breaking local worker-protection laws.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss TSMC&rsquo;s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute, and hunts for hardware partners across data centers and consumer devices. And New York City Mayor Zohran Mamdani sues a delivery tech company, accusing it of breaking local worker-protection laws.

TSMC Forecast Lifts Peers on Robust AI Demand

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b97d8936-a13c-4510-bcc9-b3d30141739e/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the US Commerce Department’s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI CEO Deepak Pathak discusses how the company’s robot “brain” works across form factors. And, Netflix is working to revise its bid for Warner Bros. Discovery, shifting to an all-cash offer.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss the US Commerce Department&rsquo;s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI CEO Deepak Pathak discusses how the company&rsquo;s robot &ldquo;brain&rdquo; works across form factors. And, Netflix is working to revise its bid for Warner Bros. Discovery, shifting to an all-cash offer.

US Eases Path for Nvidia to Sell H200s to China

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6c27f90d-16ee-441b-bc3a-b3d201409d48/transcript

AI Fuels Tech Selloff, President Trump To Meet Tech CEOs

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