Connect with us

Bloomberg Technology

Amazon, Qualcomm Deal Broadens the AI Chip Race | Bloomberg Tech 9/08/2026

Bloomberg’s Riley Griffin breaks down Qualcomm’s deal signing up Amazon as a data center chip customer, an agreement that will span “multiple generations.” Meanwhile, another deal falls apart after Anthropic decides against acquiring AI startup Decart AI. And, all eyes are on Apple as the company kicks off its product launch tomorrow, with its foldable…

Published

on

Bloomberg’s Riley Griffin breaks down Qualcomm’s deal signing up Amazon as a data center chip customer, an agreement that will span “multiple generations.” Meanwhile, another deal falls apart after Anthropic decides against acquiring AI startup Decart AI. And, all eyes are on Apple as the company kicks off its product launch tomorrow, with its foldable iPhone a decade in the making.

00:00:00 – Bloomberg Tech Begins
00:01:10 – Bailey Lipschultz, Bloomberg News
00:03:31 – Greg Martin, Rainmaker Securities
00:09:54 – Mike McKee, Bloomberg News
00:12:37 – Alicia Modestino, Northeastern University
00:19:01 – Peter Elstrom, Bloomberg News
00:23:32 – Brody Ford, Bloomberg News
00:26:27 – Anthony Saglimbene, Ameriprise Financial
00:33:20 – Sam Altman, OpenAI CEO
00:37:10 – Seth Fiegerman, Bloomberg News
00:41:03 – Samantha Kelly, Bloomberg News
——–
“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

Like this video? Subscribe and turn on the notifications for 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:

Follow Ed Ludlow on Twitter here:
Follow Caroline Hyde on Twitter here:

Connect with us on…
Twitter:
Facebook:
Instagram:

Continue Reading
Advertisement
20 Comments

20 Comments

  1. @euroscopehq

    September 8, 2026 at 3:29 pm

    The ASML detail in that Mistral interview deserves more weight than it got. ASML isn’t just “at the table” — it led Mistral’s Series C in September 2025 with €1.3bn of a €1.7bn round, took roughly 11% fully diluted, became the largest shareholder, and put CFO Roger Dassen on the board. That round set an €11.7bn post-money valuation, itself double the €5.8bn from the year before. So $24.4bn today is the third doubling in about two years. The reason Mensch keeps steering the answer back to the semiconductor industry is that his lead investor sells the lithography machines every one of his compute suppliers depends on — and ASML is integrating Mistral models across its own equipment portfolio. That’s not a customer relationship dressed up as strategy. It’s the same vertical-integration logic Joanne Feeney described for Qualcomm and Amazon earlier in the show, just running through European balance sheets instead of American ones. Worth setting the two segments side by side, because the show treated them as unrelated stories.

  2. @ChucklPrempeh

    September 8, 2026 at 3:35 pm

    Smart money is already rotating into Alverom while retail is still arguing about it, don’t get left behind.

  3. @DesireDakhil

    September 8, 2026 at 3:35 pm

    I got into Alverom early, now I’m just waiting to see how all the CEX listings play out in a few days.

  4. @AreaCamerlengo

    September 8, 2026 at 3:35 pm

    My bags are all in on Alverom, we’re gonna fly!!!!!

  5. @HueyTolentino

    September 8, 2026 at 3:35 pm

    Everything is losing value except setups like Alverom right now.

  6. @MarceloHarkins

    September 8, 2026 at 3:35 pm

    Yeah bro, but the next million-maker is Alverom.

  7. @EarnestBrocchetta

    September 8, 2026 at 3:35 pm

    Last chance to buy Alverom before it explodes tomorrow.

  8. @ValSamek

    September 8, 2026 at 3:35 pm

    I’ve got my position in Alverom already, not planning to chase it later.

  9. @SavhannaBuford

    September 8, 2026 at 3:35 pm

    Alverom got a green light on Binance and Coinbase listing, this is huge.

  10. @CobyAmansala

    September 8, 2026 at 3:36 pm

    Everything about the cycle structure points to Alverom being the next big runner without question.

  11. @ViridianaShannon

    September 8, 2026 at 3:36 pm

    Everyone who understands what’s coming is quietly stacking Alverom right now.

  12. @OfekHaney

    September 8, 2026 at 3:36 pm

    Alverom is sitting in that category of potential 100x moves.

  13. @WalkerOceallaigh

    September 8, 2026 at 3:36 pm

    Don’t be surprised if Alverom goes 100x once the exchange listings go live.

  14. @SogolMondanaro

    September 8, 2026 at 3:36 pm

    Alverom’s presale is almost wrapped up, the window to get in early won’t stay open forever.

  15. @JoiOdell

    September 8, 2026 at 3:36 pm

    Alverom is one of those once-in-a-cycle opportunities.

  16. @OsvandoEkholm

    September 8, 2026 at 3:36 pm

    Alverom getting listed on major exchanges is massive, 1000x possible?

  17. @TobieFaulkner

    September 8, 2026 at 3:37 pm

    Instead of chasing pumps after they happen, keep an eye on Alverom before the next big catalyst.

  18. @vme90-y7l

    September 8, 2026 at 4:13 pm

    Why are your reporters speaking so fast – it sounds ridiculous.

  19. @michaelmorley5385

    September 8, 2026 at 4:52 pm

    Ugh, unwatchable without Ed

  20. @citizenpunx

    September 8, 2026 at 7:06 pm

    Good job Riley

Leave a Reply

Your email address will not be published. Required fields are marked *

Bloomberg Technology

Apple Set for Major Product Launch with Foldable iPhone

Apple is gearing up for one of its biggest product launches in years, with the company expected to unveil its first foldable iPhone, a device that has been a decade in the making and which could cost as much as $2,199. Bloomberg’s Mark Gurman explains how it marks the biggest design change to the iPhone…

Published

on

Apple is gearing up for one of its biggest product launches in years, with the company expected to unveil its first foldable iPhone, a device that has been a decade in the making and which could cost as much as $2,199. Bloomberg’s Mark Gurman explains how it marks the biggest design change to the iPhone in nearly twenty years. He joins Bloomberg’s Riley Griffin 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:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading

Bloomberg Technology

AI Healthcare Startup Forus Hits $3 Billion Valuation

Healthcare automation startup Forus has raised $150 million at a $3 billion valuation, tripling its value just months after its previous funding round. CEO Sahir Jaggi explains how the company uses AI agents to help patients and doctors navigate insurance coverage, affordability, and drug fulfillment. He also explains how the new capital will help Forus…

Published

on

Healthcare automation startup Forus has raised $150 million at a $3 billion valuation, tripling its value just months after its previous funding round. CEO Sahir Jaggi explains how the company uses AI agents to help patients and doctors navigate insurance coverage, affordability, and drug fulfillment. He also explains how the new capital will help Forus expand beyond autoimmune diseases into areas including oncology and neurology. He joins Bloomberg’s Riley Griffin 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:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading

Bloomberg Technology

Why Amazon Is Diversifying Its AI Chip Supply

Amazon’s expanded relationship with Qualcomm is reigniting debate over “circular financing” in the AI boom. Advisors Capital Management Partner and Portfolio Manager JoAnne Feeney discusses how the deal gives Amazon another source of custom chips and could reduce its reliance on Nvidia, while giving Qualcomm greater confidence to invest in capacity. She joins Bloomberg’s Riley…

Published

on

Amazon’s expanded relationship with Qualcomm is reigniting debate over “circular financing” in the AI boom. Advisors Capital Management Partner and Portfolio Manager JoAnne Feeney discusses how the deal gives Amazon another source of custom chips and could reduce its reliance on Nvidia, while giving Qualcomm greater confidence to invest in capacity. She joins Bloomberg’s Riley Griffin 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:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading

Trending