Bloomberg's Ed Ludlow and Caroline Hyde discuss TSMC's blowout results and forecasts as it helps provide a boost in investor AI sentiment. Plus, Amazon's nuclear new deal, we speak with AWS CEO Matt Garman on their latest clean energy investment, and Unity's gaming goals, a conversation with CEO Matt Bromberg on their latest Unity 6 platform release.

Trump Wants Big Tech to Pay for Power
46:45

TSMC Forecast Lifts Peers on Robust AI Demand
43:37

US Eases Path for Nvidia to Sell H200s to China
44:16