Bloomberg’s Ed Ludlow breaks down an open letter signed by Big Tech's biggest names, making the case for open-weight AI. The tech CEOs argue that open-weight models are key to innovation, competition, and security. Plus, Intel is showing signs of an AI-driven comeback, forecasting stronger sales as its data center business accelerates; and Cerebras CEO Andrew Feldman joins after announcing a partnership with AMD to challenge Nvidia, promising some of the fastest AI systems on the market.

AI Spending, Mobileye's CEO Exit & IBM CEO on Results
47:22

OpenAI's AI Test, AMD's Anthropic Deal & Apple's Roadmap
44:12

Nvidia's AI Push, Paramount's Merger Pause & China's AI Race
39:26