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.

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