Bloomberg Tech

Bloomberg's Caroline Hyde and Jackie Davalos speak with White House AI and Crypto Czar David Sacks as President Trump signs an executive order for a Bitcoin reserve. And, Broadcom shares rise as the company shows AI spending strength. Plus, a conversation with HPE CEO Antonio Neri as the company sees weaker profits for the year.See omnystudio.com/listener for privacy information.

Jordan Klein, Managing Director and TMT Sector Specialist at Mizuho, dives into the turbulent tech market shaped by AI advancements and selloffs. He discusses how Chinese AI competition is reshaping global stock dynamics, particularly in the semiconductor sector. The impending meeting between President Trump and tech executives could significantly alter the CHIPS Act and U.S. manufacturing strategies. Klein also highlights the challenges facing women in tech and the shifting landscape of innovation in defense spending.

Bloomberg's Caroline Hyde and Jackie Davalos discuss a potential CHIPS Act reversal as President Trump calls the program "horrible". And, we take a look at how President Trump's tariffs are impacting the global tech sector. Plus, a startup that aims to bring back extinct species makes a breakthrough with a "Woolly Mouse".See omnystudio.com/listener for privacy information.

Mitchell Green, Founder and managing partner of Lead Edge Capital, shares his insights on the tech landscape and ByteDance's valuation. The discussion dives into President Trump's ambitious $100 billion investment in TSMC and the implications of upcoming tariffs on the tech sector. They also touch on Hulu's major technical glitches during the Oscars, contrasting the reliability of streaming services with traditional broadcasts. This lively chat highlights market fluctuations and the competitive dynamics in the evolving AI space.

Enrique Torres, CEO of HP, dives into the tech landscape's challenges, revealing that HP plans to cut over 1,000 jobs due to market pressures. He discusses a strategic shift in manufacturing, considering relocating some operations to the US. The conversation also touches on the broader implications of AI developments and their impact on competition, particularly against giants like NVIDIA. Torres's insights provide a thought-provoking look at how companies are navigating these turbulent times in the tech sector.

Andy Jassy, President and CEO of Amazon, dives into the future of AI with Alexa+, integrating generative technology for enhanced user experience. He discusses Amazon's substantial investments in AI and a new quantum chip named Ocelot, aimed at efficiency. Jassy also addresses market pressures affecting Nvidia and Salesforce, emphasizing the need for collaboration in tech and government policies. The conversation reveals crucial insights into navigating the evolving landscape of AI while spotlighting Amazon's strategic vision for sustainable growth.

Carmen Reinecke, a Bloomberg reporter, shares insights on Nvidia's market performance and earnings outlook. The discussion highlights Amazon's ambitious plan to enhance Alexa with generative AI, aiming to revolutionize customer service. They also dive into the rising demand for GPUs and Nvidia's crucial role in the AI landscape. A fascinating segment on fresh breakthroughs in quantum computing showcases investment opportunities and practical applications that may reshape technology sectors. Overall, it’s a deep dive into the future of AI and its market implications.

Jennifer Huddleston, a Senior Tech Policy Fellow at the Cato Institute, analyzes the implications of Trump’s tech policies on trade and antitrust. Meanwhile, Josh Chapman, co-founder of Convoy, discusses how US-China tensions are reshaping the gaming industry, highlighting risks for major players like Tencent. The conversation dives into the ripple effects of chip export controls on global markets and the latest turmoil in cryptocurrency, offering a nuanced look at the intersections of technology, policy, and international relations.

Apple is making waves with a massive $500 billion investment in the U.S., aiming to create jobs and enhance its competitive edge amid tariff pressures. Meanwhile, Microsoft is reportedly canceling some data center leases, signaling shifts in its strategy. The podcast also dives into Elon Musk's provocative emails to federal workers, raising eyebrows about job security and the government's future workforce. The discussion captures the dynamic landscape of tech investments and the effects of geopolitical tensions on industry giants.

A deep dive into Apple's controversial move to downgrade cloud encryption in the UK reveals the tension between user privacy and regulatory demands. The conversation shifts to CrowdStrike's deal under scrutiny, highlighting its implications. Insights from QuEra’s interim CEO spark discussions on the booming investments in quantum computing. Meanwhile, Alibaba's stock surge signals renewed optimism in China's tech scene, with analysts discussing the evolving regulatory landscape and its impact on startups.