Beyond software and chips, the AI boom relies on good old-fashioned manufacturing of essential components – a skill that has made a new class of people very, very rich.

On today’s Big Take Asia podcast, host Oanh Ha talks with Bloomberg reporter Cindy Wang and Opinion columnist Catherine Thorbecke about how nimble producers—think toilet manufacturers and furniture makers—pivoted to this booming industry, and the risks of concentrating too much AI manufacturing in one part of the world.

Read more: ‘Like It’s Raining Gold’: The AI Boom’s Unexpected Billionaires

Bloomberg Billionaires Index: 500 of the World’s Richest People 

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Hosted by K. Oanh Ha; Guests: Cindy Wang, Catherine Thorbecke; Produced by Naomi Ng and Yang Yang; Edited by Crispina Robert and Paddy Hirsch Engineering by Greg Tock.

Beyond software and chips, the AI boom relies on good old-fashioned manufacturing of essential components &ndash; a skill that has made a new class of people very, very rich.
On today&rsquo;s Big Take Asia podcast, host Oanh Ha talks with Bloomberg reporter Cindy Wang and Opinion columnist Catherine Thorbecke about how nimble producers&mdash;think toilet manufacturers and furniture makers&mdash;pivoted to this booming industry, and the risks of concentrating too much AI manufacturing in one part of the world.
Read more: <a href="https://www.bloomberg.com/news/features/2026-09-15/how-the-ai-boom-is-minting-billionaires-rewarding-picks-and-shovels-sellers?srnd=undefined">&lsquo;Like It&rsquo;s Raining Gold&rsquo;: The AI Boom&rsquo;s Unexpected Billionaires</a>
<a href="https://www.bloomberg.com/billionaires/">Bloomberg Billionaires Index: 500 of the World&rsquo;s Richest People</a>&nbsp;
We have a special Bloomberg subscription offer for podcast listeners at<a href="https://www.bloomberg.com/subscriptions/podcasts"> Bloomberg.com/podcastoffer.</a>
Hosted by K. Oanh Ha; Guests: Cindy Wang, Catherine Thorbecke; Produced by Naomi Ng and Yang Yang; Edited by Crispina Robert and Paddy Hirsch Engineering by Greg Tock.

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

We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of the world's most dynamic economies - and the markets, tycoons and businesses that drive the ever-shifting region.

We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of the world's most dynamic economies - and the markets, tycoons and businesses that drive the ever-shifting region.

Big Take Asia

The Surprising People Getting Very Rich Off AI 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9cb94873-19db-4b89-a303-b4db015ee58c/transcript

India’s “Cockroach” protests have returned to the streets of Delhi, and just as the country faces intensifying challenges from abroad, including fallout from the Iran war and tensions with the US, China and Pakistan.

In a conversation on the sidelines of Bloomberg’s New Economy Forum in New Delhi last week, Suhasini Haidar, diplomatic editor for The Hindu, sat down with The Mishal Husain Show to unpack India’s shifting place in the world and Gen Z discontent at home.

India&rsquo;s &ldquo;Cockroach&rdquo; protests have returned to the streets of Delhi, and just as the country faces intensifying challenges from abroad, including fallout from the Iran war and tensions with the US, China and Pakistan.
In a conversation on the sidelines of Bloomberg&rsquo;s New Economy Forum in New Delhi last week, Suhasini Haidar, diplomatic editor for&nbsp;The Hindu, sat down with The Mishal Husain Show to unpack India&rsquo;s shifting place in the world and Gen Z discontent at home.

Weekend Listen: Suhasini Haidar on Modi’s Challenges Trump Abroad and Gen Z at Home

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/48b98bcf-d686-4047-8514-b4ee00ec2613/transcript

For the first time since the Oct. 7 attacks, Israelis are headed to the polls. The race is seen as a referendum on Prime Minister Benjamin Netanyahu, who is neck-and-neck with opponent Gadi Eisenkot in the latest polls. 

On today’s Big Take podcast, Bloomberg’s Dan Williams examines the existential questions this election has raised: Will Israelis choose a post-Netanyahu future? And if they do, what would it mean for Israel and for the Palestinian territories?

Read more:
Win or Lose, Netanyahu Has Reshaped Israeli Politics in His Image
Trump’s Endorsement of Netanyahu Falls Flat With Israeli Voters

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For the first time since the Oct. 7 attacks, Israelis are headed to the polls. The race is seen as a referendum on Prime Minister Benjamin Netanyahu, who is neck-and-neck with opponent Gadi Eisenkot in the latest polls.&nbsp;
On today&rsquo;s Big Take podcast, Bloomberg&rsquo;s Dan Williams examines the existential questions this election has raised: Will Israelis choose a post-Netanyahu future? And if they do, what would it mean for Israel and for the Palestinian territories?
Read more:
<ul>
<li aria-level="1"><a href="https://www.bloomberg.com/news/features/2026-10-19/netanyahu-risks-israel-election-loss-but-his-iran-gaza-policies-will-continue?srnd=undefined">Win or Lose, Netanyahu Has Reshaped Israeli Politics in His Image</a></li>
<li aria-level="1"><a href="https://www.bloomberg.com/news/articles/2026-10-20/trump-s-endorsement-of-netanyahu-falls-flat-with-israeli-voters?srnd=undefined">Trump&rsquo;s Endorsement of Netanyahu Falls Flat With Israeli Voters</a></li>
</ul>
We have a special Bloomberg subscription offer for podcast listeners at <a href="https://www.bloomberg.com/subscriptions/podcasts">Bloomberg.com/podcastoffer.</a>

Benjamin Netanyahu’s Referendum Has Arrived 

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Tesla disclosed this week that it had fallen short of its targets for AI infrastructure spending. Investors didn’t like that. Meta revealed its plans to lay out more than $800 billion on AI infrastructure over the next decade. Investors didn’t like that, either.

On today’s Big Take podcast, why all eyes are on AI spending plans — and which US tech giants’ earnings to watch. Host Sarah Holder is joined by Michael Regan, managing editor for US equities, and Sarah Frier, managing editor for big tech, AI and startups.

Read more: 
Meta Credit Risk Gauge Surges to Record on AI Spending Plans
Meta Falls After Boosting Spending Plans for AI Bet
Tesla’s Lowered Capex Plan Fuels Doubt on AI, Robotics Goals

We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.

Host: Sarah Holder; Guests: Sarah Frier and Michael Regan; Produced by David Fox; Edited by Jeffrey Grocott; Engineering by Emma Munger.

Tesla disclosed this week that it had fallen short of its targets for AI infrastructure spending. Investors didn&rsquo;t like that. Meta revealed its plans to lay out more than $800 billion on AI infrastructure over the next decade. Investors didn&rsquo;t like that, either.
On today&rsquo;s Big Take podcast, why all eyes are on AI spending plans &mdash; and which US tech giants&rsquo; earnings to watch. Host Sarah Holder is joined by Michael Regan, managing editor for US equities, and Sarah Frier, managing editor for big tech, AI and startups.
Read more:&nbsp;
<ul>
<li aria-level="1"><a href="https://www.bloomberg.com/news/articles/2026-10-22/meta-credit-risk-gauge-hits-fresh-high-on-ai-spending-plans">Meta Credit Risk Gauge Surges to Record on AI Spending Plans</a></li>
<li aria-level="1"><a href="https://www.bloomberg.com/news/articles/2026-10-21/meta-boosts-bet-on-ai-with-new-spending-outlook-stock-offering">Meta Falls After Boosting Spending Plans for AI Bet</a></li>
<li aria-level="1"><a href="https://www.bloomberg.com/news/articles/2026-10-21/tesla-s-third-quarter-earnings-beat-wall-street-estimates">Tesla&rsquo;s Lowered Capex Plan Fuels Doubt on AI, Robotics Goals</a></li>
</ul>
We have a special Bloomberg subscription offer for podcast listeners at <a href="https://www.bloomberg.com/subscriptions/podcasts">Bloomberg.com/podcastoffer.</a>
Host: Sarah Holder; Guests: Sarah Frier and Michael Regan; Produced by David Fox; Edited by Jeffrey Grocott; Engineering by Emma Munger.

Meta and Tesla Beat Expectations. So Why Are Investors Unimpressed?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0a6de32e-9fb4-49d6-8984-b4eb014d5493/transcript

The Surprising People Getting Very Rich Off AI

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