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Apple, Broadcom Expand Custom Chip Partnership | Bloomberg Tech 7/06/2026

Bloomberg’s Ed Ludlow breaks down Apple’s big bet on Broadcom for the future, extending its custom chip partnership through 2031. Plus, Microsoft eyes a massive reorganization of its Xbox unit with plans to eliminate 20% of its staff over the next year, and SK Hynix begins marketing its US listing with plans to sell roughly…

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Bloomberg’s Ed Ludlow breaks down Apple’s big bet on Broadcom for the future, extending its custom chip partnership through 2031. Plus, Microsoft eyes a massive reorganization of its Xbox unit with plans to eliminate 20% of its staff over the next year, and SK Hynix begins marketing its US listing with plans to sell roughly $28 billion in American depositary receipts.

00:00:00 – Bloomberg Tech Begins
00:01:24 – Mark Gurman, Bloomberg News
00:03:49 – Bailey Lipschultz, Bloomberg News
00:07:15 – Janet Mui, RBC Brewin Dolphin
00:13:23 – Jason Schreier, Bloomberg News
00:17:11 – Cristóbal Valenzuela, Runway CEO
00:24:06 – Lauren Cassidy, Founders 100 ETF
00:31:08 – Gerry Doyle, Bloomberg News
00:34:03 – Eric Brock, Ondas Chairman & CEO
00:40:58 – Anurag Rana, Bloomberg News

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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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1 Comment

1 Comment

  1. @1nherit0r

    July 6, 2026 at 5:22 pm

    Microsoft sucks and is hated by gamers. Despite being associated with MSFT, I’m surprised it has done this well. Best thing for XBOX is to distance itself from MSFT. I wanna see a DAO be formed and buy the IP rights for Halo, XBOX’s biggest franchise.

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Bloomberg Technology

AI Fuels Nuclear Renaissance in Asia | Bloomberg Tech: Asia 7/24/2026

The AI infrastructure buildout is driving a surge in electricity demand, and more and more governments and companies are looking at nuclear power as the best solution available. Bloomberg Tech: Asia’s Shery Ahn speaks with former International Energy Agency executive director Nobuo Tanaka about why Asia is leading the nuclear renaissance. We also hear from…

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The AI infrastructure buildout is driving a surge in electricity demand, and more and more governments and companies are looking at nuclear power as the best solution available. Bloomberg Tech: Asia’s Shery Ahn speaks with former International Energy Agency executive director Nobuo Tanaka about why Asia is leading the nuclear renaissance. We also hear from startups Helical Fusion and OpenStar, who are pursuing the elusive promise of nuclear fusion.

Chapters:
00:03:47 – IEA Executive Director Emeritus Nobuo Tanaka on nuclear energy outlook
00:11:48 – Helical Fusion Co-Founder & CEO Takaya Taguchi on Japan’s nuclear revival
00:17:03 – OpenStar Founder and CEO Ratu Mataira on future of nuclear fusion
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Bloomberg Technology

Viking Admits It Missed the AI Rally

With AI stocks soaring this year, Viking Global Investors told clients that its conservative position on the sector was a “missed opportunity.” The firm’s flagship hedge fund gained just 2.6% in the first half of the year, trailing peers with greater AI exposure. And yet, the firm doesn’t plan to change course. Bloomberg’s Hema Parmar…

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With AI stocks soaring this year, Viking Global Investors told clients that its conservative position on the sector was a “missed opportunity.” The firm’s flagship hedge fund gained just 2.6% in the first half of the year, trailing peers with greater AI exposure. And yet, the firm doesn’t plan to change course. Bloomberg’s Hema Parmar joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

‘Inference Speed Makes Markets Bigger,’ says Cerebras CEO

AMD is teaming up with Cerebras on a new server designed to slash response times, taking direct aim at Nvidia and promising some of the fastest AI systems on the market. Cerebras CEO Andrew Feldman explains how the partnership works, why speed is becoming the next battleground in AI infrastructure, and what it means for…

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AMD is teaming up with Cerebras on a new server designed to slash response times, taking direct aim at Nvidia and promising some of the fastest AI systems on the market. Cerebras CEO Andrew Feldman explains how the partnership works, why speed is becoming the next battleground in AI infrastructure, and what it means for the rapidly evolving AI chip market. He joins Ed Ludlow on “Bloomberg Tech.”
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