Bloomberg Technology
Broadcom Slides as AI Backlog, Margins Scrutinized
Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors’ lofty expectations. Karl Ackerman, managing director of semiconductors and networking hardware at BNP Paribas, joins Ed Ludlow and Caroline Hyde to discuss on “Bloomberg Tech.”…
Bloomberg Technology
Alibaba’s AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026
Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems. 00:00:00 –…
Bloomberg Technology
Mayfield Bets on AI’s Earliest Founders
Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield…
Bloomberg Technology
The Defense Startup Taking a SpaceX Approach to Missiles
Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at…
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Alibaba’s AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026
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@blub-x7w
December 12, 2025 at 4:51 pm
backlog of which hardware component? and why is a bnp paribas MD dodging the question immediately?
@blub-x7w
December 12, 2025 at 4:54 pm
yeeesh not a good look for semis MD to go in this direction on Bloomberg news. he must know that’s literally playing in the background on many trading floors or sales floors.
@blub-x7w
December 12, 2025 at 4:55 pm
maybe the sales floors wouldn’t notice. but yea the traders would.
@blub-x7w
December 12, 2025 at 4:56 pm
hmm maybe they have a position they need to get out of without tanking the stock even further in this interview. dang.
@blub-x7w
December 12, 2025 at 4:58 pm
during trading hours to. sorry about it.