Bloomberg Tech

Mehdi Pariyavi, CEO of the International Data Center Authority, shares insights on data center development and energy demands. He discusses how AI demand is straining memory suppliers and the challenges of workforce, water, and connectivity in data centers. Mehdi also advocates for on-site power solutions, including nuclear and small modular reactors, as viable long-term strategies. This conversation sheds light on the complexities of powering the tech of tomorrow amid growing global needs.

Beth Kindig, a tech analyst at IO Fund, dives into how U.S. policy shifts could empower Nvidia to sell H200 chips to China, discussing potential revenue and competitive dynamics. Emily Birnbaum sheds light on new legislation targeting non-consensual AI-generated images, exploring its implications for platforms. Plus, Anne-Marie Horden shares insights on the Supreme Court's influence on presidential trade authority. These discussions highlight critical intersections of technology, law, and international business.

Alexandra Moussavisade, Co-CEO of Evident, shares insights on banks' AI spending and how JP Morgan is deploying AI technologies. Hema Palmer, a Bloomberg hedge fund reporter, discusses the expected strong returns for hedge funds in 2025 and the pivotal role of AI in this landscape. Klarna's CEO, Sebastian Siemiatkowski, weighs in on President Trump's proposed credit card interest rate cap and how Klarna's buy-now-pay-later model could adapt to these changes. The discussion highlights a significant shift in the tech ecosystem.

Apple's decision to power Siri with Google's Gemini has sparked significant market reactions. NVIDIA and Eli Lilly are teaming up to invest a whopping $1 billion in AI for drug discovery. Meanwhile, Paramount is ramping up its hostile campaign against Warner Bros. with legal action. Plus, discussions on China's EV market and a new $1.5 billion fund targeting physical AI and biotech illustrate the broader tech landscape. Exciting changes are afoot in the realm of AI, pharmaceuticals, and corporate takeovers!

Paul Meeks, Managing Director at Freedom Capital Markets, shares his insights on Meta's groundbreaking nuclear energy deals, positioning it as the largest nuclear buyer among its peers. He discusses the pressing energy and construction bottlenecks impacting AI growth and the shift of tech analysts towards utilities in response to these constraints. Additionally, the podcast explores China's MiniMax going public and Snowflake's strategic acquisition of Observe, shedding light on the evolving landscape of AI and data infrastructure.

Jan Liphardt, founder of OpenMind and Stanford bioengineering professor, explores the promising yet cautious future of AI-powered humanoid robots. He highlights their journey from experimental prototypes to practical applications and discusses the open software approach for universal development. Robert Plater, CEO of Boston Dynamics, details plans for mass-producing the Atlas humanoid alongside Hyundai, and evaluates Tesla's Optimus as a credible competitor. Together, they navigate the evolving landscape of robotics in homes and industries.

Jim Johnson, Senior VP at Intel, shares the latest on the Core Ultra Series 3, emphasizing its competitive edge in mobile gaming and battery life. He discusses how Intel's new manufacturing process enhances efficiency. Amnon Shashua, CEO of Mobileye, dives into the company's $900M acquisition of Mentee Robotics, outlining strategies for deploying robotics within structured environments. He also highlights synergies between autonomous driving and humanoid robotics, painting a picture of the future of mobility.

Mark Winterhoff, the Interim CEO of Lucid Motors, shares insights on the EV landscape and the company's innovative robo-taxi partnership with Neuro and Uber. He discusses Lucid's ambitious production ramp and recovery from supply chain challenges, highlighting their commitment to luxury vehicles and plans to expand to affordable models. Winterhoff also elaborates on their collaboration with NVIDIA to enhance autonomous driving technology and outlines the timeline for future advancements in self-driving cars.

Join Miles Miller, a Bloomberg reporter covering high-stakes courtroom drama, Anna Rathman, the savvy CEO of Grenadilla Advisory, Mike Shepard, a senior tech editor with a geopolitical lens, and Peter Elstrom, who provides insight on global markets. They discuss how tech investors shrugged off the shock of Maduro's ouster, the impacts on U.S.-China trade, and the implications for Taiwan. They also dive into the AI trade momentum and Tesla's challenges in the competitive EV landscape, offering a rich mix of finance and technology insights.

Sylvia Jablonski, CEO and CIO of Defiance ETFs, dives into the booming market for active and leveraged single-stock ETFs. She highlights the rise of quantum and 6G thematic investing, showcasing their potential for long-term growth despite their current nascent stage. Jablonski sheds light on the recent NHTSA probe into Tesla’s Model 3 door handles, raising concerns about engineering standards. With insights into the evolving landscape of ETFs, this discussion is both timely and thought-provoking.