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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.”…

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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.”
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5 Comments

5 Comments

  1. @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?

  2. @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.

  3. @blub-x7w

    December 12, 2025 at 4:55 pm

    maybe the sales floors wouldn’t notice. but yea the traders would.

  4. @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.

  5. @blub-x7w

    December 12, 2025 at 4:58 pm

    during trading hours to. sorry about it.

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Bloomberg Technology

Divergent Targets Faster, Cheaper Defense Production

Divergent CEO Lukas Czinger says advanced manufacturing can help the Pentagon build weapons faster, cheaper and at far greater scale. Working with Lockheed Martin’s Skunk Works and other defense contractors, Divergent uses technologies including 3D printing to move from engineering inputs to flight-ready hardware in under three months. He joins Ed Ludlow on “Bloomberg Tech.”…

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Divergent CEO Lukas Czinger says advanced manufacturing can help the Pentagon build weapons faster, cheaper and at far greater scale. Working with Lockheed Martin’s Skunk Works and other defense contractors, Divergent uses technologies including 3D printing to move from engineering inputs to flight-ready hardware in under three months. He joins Ed Ludlow on “Bloomberg Tech.”
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Lockheed Taps OpenAI to Solve F-35 Challenges

Lockheed Martin is taking a model-agnostic approach to AI, using 55 different large language models across its business while applying the technology to everything from internal operations to autonomous weapons systems. SVP of Technology and Strategic Innovation Sarah Hiza discusses how Lockheed tests AI before deploying it, the growing role of autonomy and crewed-uncrewed teaming,…

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Lockheed Martin is taking a model-agnostic approach to AI, using 55 different large language models across its business while applying the technology to everything from internal operations to autonomous weapons systems. SVP of Technology and Strategic Innovation Sarah Hiza discusses how Lockheed tests AI before deploying it, the growing role of autonomy and crewed-uncrewed teaming, and reveals that OpenAI is working alongside the F-35 team to tackle complex math and physics challenges tied to advanced sensor capabilities. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Bloomberg Defense Tech Special

Bloomberg’s Ed Ludlow is live from Skunk Works, Lockheed Martin’s advanced aircraft development facility in Southern California. Lockheed Martin’s OJ Sanchez and Sarah Hiza weigh in on the company’s road to innovation in the defense tech space, Fortem CEO Jon Gruen discusses the drone warfare landscape, and Divergent CEO Lukas Czinger explains how the startup…

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Bloomberg’s Ed Ludlow is live from Skunk Works, Lockheed Martin’s advanced aircraft development facility in Southern California. Lockheed Martin’s OJ Sanchez and Sarah Hiza weigh in on the company’s road to innovation in the defense tech space, Fortem CEO Jon Gruen discusses the drone warfare landscape, and Divergent CEO Lukas Czinger explains how the startup is helping build weapons faster, cheaper and at far greater scale.
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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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