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.

Listen for news and analysis on global technology companies and investors. 

Hosts Caroline Hyde and Ed Ludlow bring you the only daily news program focused exclusively on technology, innovation and the future of business.

Listen for news and analysis on global technology companies and investors.&nbsp; Hosts Caroline Hyde and Ed Ludlow bring you 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 Caroline Hyde and Ed Ludlow discuss the impact of the ongoing conflict in the Middle East. Plus, Oracle and OpenAI scrap plans to expand a flagship data center project in Texas. And Anthropic sues the Defense Department after the government labeled the AI firm a supply chain risk.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss the impact of the ongoing conflict in the Middle East. Plus, Oracle and OpenAI scrap plans to expand a flagship data center project in Texas. And Anthropic sues the Defense Department after the government labeled the AI firm a supply chain risk.

Oracle, OpenAI End Plans to Expand Flagship Data Center

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/769a957e-371f-4b71-a8b7-b4080120fe28/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the US Commerce Department has drafted regulations restricting AI chip shipments to anywhere in the world without American approval. Plus, Oracle plans to cut thousands of jobs as it handles a cash crunch from a massive AI data center expansion effort. And, the Pentagon has officially notified lawmakers that it has determined Anthropic and its products pose a risk to the US supply chain.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss reports that the US Commerce Department has drafted regulations restricting AI chip shipments to anywhere in the world without American approval. Plus, Oracle plans to cut thousands of jobs as it handles a cash crunch from a massive AI data center expansion effort. And, the Pentagon has officially notified lawmakers that it has determined Anthropic and its products pose a risk to the US supply chain.

US Considers Permits for Global Nvidia, AMD AI Chip Sales

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ef6dff9c-59d8-4f1a-bb02-b405012ca046/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Broadcom’s results as the CEO predicts AI chip sales will top $100 billion next year. Plus, Anthropic has restarted talks with the Pentagon following the feud over AI use by the military, according to a person familiar with the matter. And, Founders Fund General Partner Trae Stephens and Nominal CEO Cameron McCord discuss the startup's latest funding and its efforts to modernize manufacturing.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss Broadcom&rsquo;s results as the CEO predicts AI chip sales will top $100 billion next year. Plus, Anthropic has restarted talks with the Pentagon following the feud over AI use by the military, according to a person familiar with the matter. And, Founders Fund General Partner Trae Stephens and Nominal CEO Cameron McCord discuss the startup's latest funding and its efforts to modernize manufacturing.

Broadcom Expects AI Chips Sales to Top $100 Billion in 2027

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/007a572e-3fd6-470f-83fb-b4040140d419/transcript

AI Fuels Tech Selloff, President Trump To Meet Tech CEOs

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