Bloomberg's Caroline Hyde and Ed Ludlow discuss the US probe into the advanced made-in-China chips used by Huawei. Plus, a preview of Arm and Instacart's initial public offerings. And, what to expect from Apple's "Wonderlust" event slated for September 12th.

AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face
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Nvidia Nears $14B Hugging Face Deal
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Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO
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