Bloomberg Tech

Cristiano Amon, Qualcomm CEO, talks diversification into automotive, IoT, robotics and data-center products. Rene Haas, Arm CEO, outlines record revenue and fast data-center royalty growth. They discuss memory-driven handset impacts, cloud capex and a big AI infrastructure build-out. Short, lively conversation about chip cycles and where compute money is flowing.

Mitesh Agrawal, CEO of Positron AI, building energy-efficient inference chips. Dave Clark, former Amazon operations chief and founder of Augur, deploying supply-chain OSs at enterprises. Jessica Malugian, competition policy director at CEI, on antitrust in media and streaming. Kunjan Sfani, Bloomberg Intelligence semiconductor analyst, on chipmakers, M&A, and market trends. They discuss AMD’s disappointing forecast, AI-driven market sell-offs, Nvidia–OpenAI ties, and chip industry moves.

Anna Rathbun, founder and CEO of Grenadilla Advisory, studies tech market divergence and AI risks to legacy software. She discusses whether AI tools threaten traditional SaaS, how markets separate chips from software, and the urgent need for workforce upskilling. Short, sharp takes on AI disruption and what it means for established software businesses.

Daniel Payne, Chief Investment Officer at Slate Stone Wealth, offers investor-focused takes on Disney and consumer macro trends. He discusses Disney’s parks strength and streaming profitability. The conversation also covers Oracle’s massive bond and equity raise to fund cloud capacity and talks about Elon Musk’s reported plans to combine SpaceX with xAI.

Discussion of how a Fed chair pick is reverberating through tech markets and bank regulation. Coverage of Apple’s record sales alongside concerns about rising memory costs. Exploration of possible mergers between SpaceX and Tesla or xAI and the implications for space-based AI infrastructure. Reports of Amazon courting OpenAI to secure cloud and model access.

Gabriela Borgias, an analyst covering enterprise AI and cloud CapEx at Goldman Sachs. She breaks down Microsoft’s 66% CapEx rise and Copilot investments. Discussion covers OpenAI exposure, Anthropic on Azure, and how hardware spending can seed long-term software value. Also touches on AI-driven monetization and risks from contaminated training data.

Raquel Erdison, founder and CEO of Wabi, on the startup's $1B raise and plans for trucking and robotaxis with Uber. Pierre Ferragu, senior analyst at New Street Research, on ASML's record bookings and chip-equipment demand. Spencer Soper, Bloomberg retail reporter, on Amazon cutting about 16,000 corporate roles. They tackle industry moves, AI-driven demand, and commercialization timelines.

Constantin Bueller, Sequoia partner focused on specialized AI investing. Bridget Mendler, CEO of Northwood building phased-array satellite ground infrastructure. They discuss the rise of domain-specific AI and venture strategies for 2026. They also cover scaling global ground stations, a $100M raise and military contracts for satellite connectivity.

Kim Forrest, CIO and founder of Bokeh Capital Partners, gives market-savvy takes on semiconductor investing and NVIDIA-CoreWeave financing. Niccolo DeMasi, CEO of IonQ, explains IonQ’s SkyWater purchase and its push on quantum manufacturing and U.S. supply chains. They dig into NVIDIA’s $2B CoreWeave move, CPU and data center dynamics, and how acquisitions speed quantum timelines.

Peter Singlehurst, Head of private companies at Baillie Gifford, explains why firms now stay private longer and how mega private valuations reshape exits. He talks about potential big 2026 IPOs and whether public markets can absorb them. He also outlines Baillie Gifford’s long-term approach to supporting growth-stage companies.