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Broadcom Follows Oracle in Disappointing AI-Focused Investors | Bloomberg Tech 12/12/2025

Bloomberg’s Ed Ludlow and Caroline Hyde break down Broadcom’s plunge after the company’s sales outlook failed to meet investors’ lofty expectations. Plus, China eyes the largest ever state-backed incentives for its pivotal chip sector, and White House AI Czar David Sacks joins to weigh in on President Trump’s executive order aimed at limiting state-level regulation…

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Bloomberg’s Ed Ludlow and Caroline Hyde break down Broadcom’s plunge after the company’s sales outlook failed to meet investors’ lofty expectations. Plus, China eyes the largest ever state-backed incentives for its pivotal chip sector, and White House AI Czar David Sacks joins to weigh in on President Trump’s executive order aimed at limiting state-level regulation of AI.

Chapters:
00:00:00 – Intro
00:07:55 – China Plan May Set Record for Chipmaker Support
00:13:50 – Allspring Global Investments Senior Portfolio Manager Margie Patel
00:23:25 – Rivian Shares Rally After Thursday’s AI-Day Rout
00:34:29 – White House AI & Crypto Czar David Sacks
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“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.

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7 Comments

7 Comments

  1. @donuxr6485

    December 12, 2025 at 7:01 pm

    Enjoy your break 🎉

  2. @willrose09

    December 12, 2025 at 7:38 pm

    Do taxpayers pay for those subsidies?

  3. @Ben-nk3ro

    December 12, 2025 at 10:57 pm

    Great coverage, enjoy following both of you for the latest in tech investing vs CNBC. Seems more to the point and less political bias. Well done.

  4. @AdnanaliMagan2025

    December 13, 2025 at 9:31 am

    Well actually but you should try to record it for you to be a good so you should try to carefully carefully your future that is good so iwant to start the job with you and your future that is good

  5. @MidsummerNightScream

    December 13, 2025 at 11:29 am

    classic gaslighting by david saks. Construction working being up is temporary work! After the construction is done, what are they doing to do?

  6. @otherZinc

    December 13, 2025 at 4:52 pm

    Misinformation by Bloomberg, yet again.

  7. @TakeWazaif

    December 14, 2025 at 4:10 pm

    I was legit at my lowest when I found Manifest the Divine by Elena River. Couldn’t focus, kept doubting myself, everything felt stuck. This book gave me direction again. Not in a magical way, but in a grounded, real way. It changed my energy completely. Things have been flowing ever since❤

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As AI reshapes the entertainment industry, who controls and gets paid for the use of a creator’s work and likeness? Vermillio is tackling that question with technology designed to track and license AI-generated content. Vermillio Co-Founder and CEO Dan Neely joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on…

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As AI reshapes the entertainment industry, who controls and gets paid for the use of a creator’s work and likeness? Vermillio is tackling that question with technology designed to track and license AI-generated content. Vermillio Co-Founder and CEO Dan Neely joins Ed Ludlow on “Bloomberg Tech.”
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Luma AI Bets on ‘Hybrid’ Future for Hollywood

Luma AI COO Caroline Ingeborn says generative AI could help bring more film and television production back to Los Angeles by lowering costs and giving creators new ways to execute ambitious projects. She discusses why she sees AI as a tool for creative professionals rather than a replacement for them and how “hybrid filmmaking” can…

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Luma AI COO Caroline Ingeborn says generative AI could help bring more film and television production back to Los Angeles by lowering costs and giving creators new ways to execute ambitious projects. She discusses why she sees AI as a tool for creative professionals rather than a replacement for them and how “hybrid filmmaking” can combine real actors and crews with AI-generated environments. She joins Ed Ludlow on “Bloomberg Tech.”
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SpaceX Launches Crew for NASA on Retiring Dragon Capsule

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SpaceX launched a new crew of four astronauts to the International Space Station on Thursday, as questions swirl over the company’s plans for the future of its human spaceflight program. Bloomberg’s Loren Grush joins Ed Ludlow as the crew lifts off on “Bloomberg Tech.”
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