Bloomberg Tech

Brent Thill, an equity analyst at Jefferies, delves into the heavy AI investments from tech giants like Meta, highlighting market concerns about their margins. Tyler Kendall reports live from South Korea, discussing crucial talks between Trump and Xi on chip supplies. Kelsey Griffiths provides insights into Comcast’s strategies amid slowing broadband losses and potential content acquisitions. The conversation illustrates the tech landscape's evolving dynamics, driven by AI spending and international trade negotiations.

Nvidia makes headlines as the first company to reach a $5 trillion market cap, fueled by AI innovations. Meanwhile, discussions heat up about the potential impact of Blackwell chip shipments to China amid political tensions. Character.AI's controversial move to ban children from chatbot conversations raises eyebrows. Insights into major tech firms like Amazon, Microsoft, and Meta reveal shifting landscapes as these companies prepare for crucial earnings reports. Nvidia's strategic partnerships hint at an exciting future in telecom and AI.

Robin Denholm, Chair of Tesla's board, shares insights on navigating shareholder sentiments around Elon Musk's proposed $1 trillion pay package. She delves into the potential consequences of a shareholder rejection, including Musk’s possible exit. Denholm also discusses how Tesla's energy goals are intertwined with its financial targets, ensuring a unique pay structure. Meanwhile, OpenAI's strategic agreement with Microsoft reshapes its future while Nvidia plans a significant investment in Nokia to bolster AI networking.

In this discussion, Chase Lockmiller, CEO of Crusoe, highlights his company's impressive $1.37 billion fundraise and ambitious plans for AI data centers like Stargate. Denise Chisholm provides a deep dive into market strategies, questioning whether the AI rally is sustainable or a bubble. Meanwhile, Mark Gurman reveals Apple's innovative use of vapor chambers in future iPad Pros for enhanced thermal management. Together, they tackle the competitive landscape between Qualcomm and Nvidia, shaping the future of tech.

Arthur Mensch, CEO of Mistral AI, shares insights on their innovative AI Studio platform designed for enterprise clients, emphasizing data ownership and customizable tools. Pierre Ferragu analyzes Intel's surprising return to profitability and the competitive landscape against rivals. Kunjan Sabani discusses Intel's recovery driven by demand in PCs and data centers. Anurag Rana explains a massive $38 billion debt offering for data-center projects, highlighting market risks and the implications for AI infrastructure.

Srinivas Gopalan, the incoming CEO of T-Mobile and current COO, shares insights on the company's impressive growth, boasting 1 million new mobile subscribers and strong service revenue during the recent quarter. The discussion dives into Tesla's surprising profit drop despite record EV sales, exploring factors like increased operating expenses and tariff impacts. The podcast also touches on the U.S. government's potential software restrictions against China, highlighting ongoing tech competition.

John Stankey, CEO of AT&T, shares insights into the company's latest earnings and subscriber growth, especially in the wake of the iPhone 17 launch. Rachel Metz, a tech and AI reporter, dives into the high-stakes discussions between Anthropic and Google regarding a multibillion-dollar cloud deal to enhance AI capabilities. They explore what this means for the tech landscape and the implications of AI startup partnerships. The episode wraps up with a look at mixed earnings from major tech players, setting the stage for a shifting market.

OpenAI is secretly training AI for financial modeling, aiming to disrupt the banking sector. Meanwhile, a new U.S.-Australia deal on rare earths challenges China's market control. Warner Bros. Discovery is exploring strategic options to boost shareholder value, with potential suitors like Netflix in the mix. There's also buzz about CoreWeave's hefty bid and its implications on data center demand. The conversation touches on the broader tech landscape, including semiconductor supply and the growing importance of AI data security.

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.

Mishal Husain dives into insightful conversations with influential figures like Elon Musk and Keir Starmer. Tune in as she explores cultural themes with creators such as Jesse Armstrong and Shonda Rhimes, discussing power and representation. Expect probing questions that reveal the personalities behind the headlines. With her unique interviewing style, Mishal connects the dots of our changing world.