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Nvidia Buyer Megaspeed Faces Smuggling Probe | Bloomberg Tech 12/23/2025

Bloomberg’s Caroline Hyde discusses ServiceNow’s plan to buy cybersecurity startup Armis for $7.75 billion, its largest acquisition to date. Plus, Nvidia’s biggest buyer in Southeast Asia, Megaspeed, faces a chip-smuggling probe. And it was supposed to be crypto’s big year, but some of the sector’s billionaires have been hit hard by recent price drops. Chapters:…

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Bloomberg’s Caroline Hyde discusses ServiceNow’s plan to buy cybersecurity startup Armis for $7.75 billion, its largest acquisition to date. Plus, Nvidia’s biggest buyer in Southeast Asia, Megaspeed, faces a chip-smuggling probe. And it was supposed to be crypto’s big year, but some of the sector’s billionaires have been hit hard by recent price drops.

Chapters:
00:00:00 – Bloomberg Tech
00:01:31 – ServiceNow To Buy Cyber Startup Armis For $7.75B
00:04:33 – Nvidia Buyer In Singapore Faces Smuggling Probe
00:08:40 – US Chides China on Chips But Keeps Tariffs at Zero
00:12:01 – Ellison Bet on Paramount May Reshape His Wealth
00:14:26 – Yales Scot Morton on Paramount Bid For Warner Bros.
00:16:17 – Yales Scot Morton on Netflix Bid For Warner Bros.
00:18:51 – Stillmark Killeen’s 2026 Crypto Outlook
00:24:03 – AI Data Center Gold Rush Attracts New Players
00:26:33 – Oxman: AI Will Power The US Economy
00:34:48 – Dimon on AI Impact
00:38:46 – Fatal Crashes Raise Concerns About Tesla Door Design
00:41:10 – Tesla Engineers Warned Musk on Doors
——–
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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9 Comments

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Bloomberg Technology

Chip Selloff, SpaceX, and Apple’s $5 Trillion Milestone | Bloomberg Tech 7/28/2026

Bloomberg’s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China’s chipmaking add to worries about the sustainability of the AI spending boom. Plus, SpaceX shares erase a fifth of their value since the record-setting debut of Musk’s company, as investors start to…

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Bloomberg’s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China’s chipmaking add to worries about the sustainability of the AI spending boom. Plus, SpaceX shares erase a fifth of their value since the record-setting debut of Musk’s company, as investors start to avoid riskier tech firms. And, Apple briefly becomes just the second company ever to achieve a $5 trillion market valuation.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:45 – Bloomberg’s Peter Elstrom on China’s Chip Advances
00:03:56 – Bloomberg’s Bailey Lipschultz on SpaceX’s Post-IPO Slide
00:07:21 – Shanti Kelemen, 7IM Co-Chief Investment Officer
00:12:57 – Bloomberg’s Michael Shepard on Tech Leaders Warning Against US Ban on Open-Weight AI
00:16:28 – Hayete Gallot, Microsoft Security Executive Vice President
00:19:41 – Talking Tech
00:20:36 – Bloomberg’s Kurt Wagner on Meta and BlackRock’s Plan to Build $14B Data Center
00:23:51 – Bloomberg’s Ryan Vlastelica on Chip Selloff, AI Spending Concerns
00:26:55 – Bloomberg Intelligence’s George Ferguson Discusses SpaceX’s Post-IPO Slide
00:29:41 – Bloomberg’s Dana Wollman on Apple’s Newest Smart Home Products
00:31:42 – Cathy Gao, Sapphire Ventures Partner
00:41:47 – Bloomberg’s Brody Ford on AI’s Decimation of Call Center Jobs
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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Bloomberg Technology

Apple’s Big Smart Home Push, With Siri AI Front and Center

Apple is preparing a new push into the smart home market with fresh devices and software, including a hub device built around the new Siri AI assistant, according to sources. Bloomberg’s Dana Wollman joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Apple is preparing a new push into the smart home market with fresh devices and software, including a hub device built around the new Siri AI assistant, according to sources. Bloomberg’s Dana Wollman joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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Bloomberg Technology

Open-Weight Backers Stand to Profit, Says Sapphire Ventures

As venture investors look for the next wave of value creation, Sapphire Ventures partner Cathy Gao says the answer isn’t another foundation model, it’s AI built for industries like healthcare, real estate, and legal services. Gao also explains why she isn’t surprised by a letter from Nvidia, Microsoft and others supporting open-weight models. She joins…

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As venture investors look for the next wave of value creation, Sapphire Ventures partner Cathy Gao says the answer isn’t another foundation model, it’s AI built for industries like healthcare, real estate, and legal services. Gao also explains why she isn’t surprised by a letter from Nvidia, Microsoft and others supporting open-weight models. She joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
Get the latest in tech from Silicon Valley and around the world here:

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