Bloomberg’s Ed Ludlow discusses the prospects of Nvidia becoming the first company to reach a $4 trillion market capitalization. Plus, US Commerce Secretary Howard Lutnick says the US and China have reached an understanding on a trade deal. And data center builder Crusoe announces an energy partnership with Redwood Materials.

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Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
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Oracle’s Data Center Challenge as Trump, Xi Talk AI
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