Mike Shepard

Nora Melinda, a Bloomberg equities reporter specializing in market trends, and Mike Sheppard, Senior Tech Editor covering tech and trade issues, dive into the chaos caused by a massive AWS outage and its global repercussions. They highlight Apple’s record stock performance and the implications of the US-China trade talks, particularly regarding rare earths. Additionally, they discuss how crypto miners are pivoting to AI data centers, showcasing the evolving tech landscape and the urgent need for maturity and risk standardization in the crypto sphere.

Robin Denholm, Chair of the Board at Tesla, emphasizes that only Elon Musk can steer the company as it evolves into AI and robotics. The discussion addresses Tesla's ambitious $1 trillion compensation plan for Musk, which ties to vital operational targets. There’s a dive into the regulatory scrutiny faced by tech giants like Amazon and Google over advertising practices, and how this landscape is changing. Denholm also highlights the critical importance of succession planning to maintain Tesla's innovative edge.

Mike Shepard, Bloomberg editor specializing in tech and politics, joins the discussion on the U.S. granting Saudi Arabia access to advanced AI chips. They unpack Nvidia's pivotal role in the massive data center project in Riyadh and the implications for global tech dynamics. Shepard highlights the nuances of U.S.-Saudi relations as they explore evolving foreign policy on technology partnerships. The conversation also touches on the market's response to geopolitical shifts and the vision for Saudi Arabia’s tech future amidst these changes.