Bloomberg's Caroline Hyde and Ed Ludlow break down China's chip sector seeing a $13 billion rally. Plus, Amazon's leaders push for a return to offices to protect the tech giant's culture, and American Water Works becomes the latest US infrastructure hack target as officials warn of threats from Iran and China.

Bloomberg's Caroline Hyde and Ed Ludlow break down China's chip sector seeing a $13 billion rally. Plus, Amazon's leaders push for a return to offices to protect the tech giant's culture, and American Water Works becomes the latest US infrastructure hack target as officials warn of threats from Iran and China.

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

China's Chip Sector Rally and Amazon's RTO

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fb5d5a64-2eb4-4d5d-8fc1-b20201367f2e/transcript

Bloomberg’s Ed Ludlow and Caroline Hyde break down Broadcom's plunge after the company's sales outlook failed to meet investors' lofty expectations. Plus, China eyes the largest ever state-backed incentives for its pivotal chip sector, and White House AI Czar David Sacks joins to weigh in on President Trump's executive order aimed at limiting state-level regulation of AI.

Bloomberg&rsquo;s Ed Ludlow and Caroline Hyde break down Broadcom's plunge after the company's sales outlook failed to meet investors' lofty expectations. Plus, China eyes the largest ever state-backed incentives for its pivotal chip sector, and White House AI Czar David Sacks joins to weigh in on President Trump's executive order aimed at limiting state-level regulation of AI.

Broadcom Follows Oracle in Disappointing AI-Focused Investors

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/975045c7-bca1-490b-b10b-b3b1014d9db6/transcript

Oracle falls after reporting a jump in spending on AI data centers and other equipment. Plus, Disney agrees to invest $1 billion in OpenAI and license characters for use on the Sora generative video platform, and the CEO of chip-design software maker Synopsys joins to break down the company's earnings following a significant equity investment from Nvidia earlier this month.

Oracle falls after reporting a jump in spending on AI data centers and other equipment. Plus, Disney agrees to invest $1 billion in OpenAI and license characters for use on the Sora generative video platform, and the CEO of chip-design software maker Synopsys joins to break down the company's earnings following a significant equity investment from Nvidia earlier this month.

Oracle Slides by Most Since January on Mounting AI Spending

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8362d053-01cb-4150-a625-b3b0014752e0/transcript

Bloomberg’s Ed Ludlow discusses how SpaceX is targeting an IPO next year, with the goal of raising far beyond $30 billion, the most in history. Plus, Meta makes a pivot on open-source models, and Nvidia pushes back on reports that DeepSeek smuggled thousands of banned Blackwell chips into China.

Bloomberg&rsquo;s Ed Ludlow discusses how SpaceX is targeting an IPO next year, with the goal of raising far beyond $30 billion, the most in history. Plus, Meta makes a pivot on open-source models, and Nvidia pushes back on reports that DeepSeek smuggled thousands of banned Blackwell chips into China.

SpaceX Said to Pursue 2026 IPO

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/321a8787-b398-49e8-9083-b3af0156e9b4/transcript

China's Chip Sector Rally and Amazon's RTO

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