OpenAI and AMD. OpenAI and Nvidia. Oracle and OpenAI. Nvidia and Oracle. There is so much AI-on-AI dealmaking happening in the industry right now, it can be hard to keep track of who has a deal with who — and increasingly, it seems everyone has a deal with everyone else. 

Today on the Big Take, host Sarah Holder speaks with technology reporter Emily Forgash about the AI giants making circular deals — and why some analysts and experts are concerned about the trend.

Read more: OpenAI, Nvidia Fuel $1 Trillion AI Market With Web of Circular Deals

OpenAI and AMD. OpenAI and Nvidia. Oracle and OpenAI. Nvidia and Oracle. There is so much AI-on-AI dealmaking happening in the industry right now, it can be hard to keep track of who has a deal with who &mdash; and increasingly, it seems everyone has a deal with everyone else. 
Today on the Big Take, host Sarah Holder speaks with technology reporter Emily Forgash about the AI giants making circular deals &mdash; and why some analysts and experts are concerned about the trend.
Read more:&nbsp;<a href="https://www.bloomberg.com/news/features/2025-10-07/openai-s-nvidia-amd-deals-boost-1-trillion-ai-boom-with-circular-deals?srnd=phx-bigtake">OpenAI, Nvidia Fuel $1 Trillion AI Market With Web of Circular Deals</a>

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

Big Take

The AI Deals Raising Fears of a New Tech Bubble

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In recent weeks, a number of economic warning signs have put investors on edge, from growing skepticism over the possibility of an AI bubble to bankruptcies that have rocked the private credit market.

On today’s Big Take podcast, Bloomberg Opinion columnist and senior markets editor John Authers and host David Gura tackle the question: How worried should we be about the US economy?

In recent weeks, a number of economic warning signs have put investors on edge, from growing skepticism over the possibility of an AI bubble to bankruptcies that have rocked the private credit market.
On today&rsquo;s Big Take podcast, Bloomberg Opinion columnist and senior markets editor John Authers and host David Gura tackle the question: How worried should we be about the US economy?

The Most Worrying — and Reassuring — Signals in the US Economy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/784fd04b-a9d6-4db3-9efa-b3940167e480/transcript

When President Trump took office in January, he made it clear that retribution against his perceived political enemies was a key part of his second-term agenda.

He’s used a variety of tools at his disposal — and with his encouragement, the Department of Justice has indicted former FBI Director James Comey, New York State Attorney General Letitia James and former National Security Advisor John Bolton.

On today’s Big Take podcast, host Sarah Holder is joined by Bloomberg senior national political reporter Nancy Cook and Department of Justice reporter Chris Strohm to talk about how these cases are playing out and the new precedent they could set for future administrations.

When President Trump took office in January, he made it clear that retribution against his perceived political enemies was a key part of his second-term agenda. He&rsquo;s used a variety of tools at his disposal &mdash; and with his encouragement, the Department of Justice has indicted former FBI Director James Comey, New York State Attorney General Letitia James and former National Security Advisor John Bolton. On today&rsquo;s Big Take podcast, host Sarah Holder is joined by Bloomberg senior national political reporter Nancy Cook and Department of Justice reporter Chris Strohm to talk about how these cases are playing out and the new precedent they could set for future administrations.

Trump Promised Revenge. He’s Using the DOJ to Make It Happen

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8d7dbda3-1dc5-4289-9beb-b393016ec710/transcript

Wall Street banks are on a hiring spree across India, recruiting workers for everything from software engineering to risk management as part of a decades-long shift away from support roles toward high-skill positions.

On today’s Big Take Asia Podcast, host David Gura sits down with Bloomberg’s Siddhi Nayak to look at India’s changing job landscape. What to expect as Wall Street continues to expand into its tech hubs – and how Donald Trump’s H1-B visa crackdown could accelerate that push.

Further listening: Trump’s H-1B Visa Fee Dashes Indian Workers’ American Dreams

Wall Street banks are on a hiring spree across India, recruiting workers for everything from software engineering to risk management as part of a decades-long shift away from support roles toward high-skill positions.
On today&rsquo;s Big Take Asia Podcast, host David Gura sits down with Bloomberg&rsquo;s Siddhi Nayak to look at India&rsquo;s changing job landscape. What to expect as Wall Street continues to expand into its tech hubs &ndash; and how Donald Trump&rsquo;s H1-B visa crackdown could accelerate that push.
Further listening: <a href="https://podcasts.apple.com/us/podcast/trumps-h-1b-visa-fee-dashes-indian-workers-american-dreams/id1746141911?i=1000729583690">Trump&rsquo;s H-1B Visa Fee Dashes Indian Workers&rsquo; American Dreams</a>

Wall Street Speeds Up India Expansion

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2af5f440-29fe-4783-bcfa-b392016fc157/transcript

The AI Deals Raising Fears of a New Tech Bubble

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