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.

Nvidia Nears $14B Hugging Face Deal
42:50

Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO
44:07

Nvidia Makes $3.5 Billion Bet on MediaTek
43:07