Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that China is urging its domestic companies to avoid using Nvidia H20 chips. Plus, Elon Musk accuses Apple of favoring OpenAI above other AI companies in its app store, even threatening possible legal action. And Circle CEO Jeremy Allaire discusses plans for new products as shares of the company soar following its earnings report.

Oracle, OpenAI End Plans to Expand Flagship Data Center
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US Considers Permits for Global Nvidia, AMD AI Chip Sales
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Broadcom Expects AI Chips Sales to Top $100 Billion in 2027
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