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
Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026
Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…
Bloomberg Technology
Moonshot’s Kimi Built With Nvidia Compute
Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…
Bloomberg Technology
The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir
Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…
Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026
Moonshot’s Kimi Built With Nvidia Compute
The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir
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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.