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Micron Gets Boost on Tight Chip Supplies, Pilling Says

Daniel Pilling, a portfolio manager at Sands Capital Management LLC, says the rally for Micron Technology Inc. shares is a reflection of how demand for artificial intelligence chips is outstripping supply. He speaks with Ed Ludlow and Caroline Hyde on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the…

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Daniel Pilling, a portfolio manager at Sands Capital Management LLC, says the rally for Micron Technology Inc. shares is a reflection of how demand for artificial intelligence chips is outstripping supply. He speaks with Ed Ludlow and Caroline Hyde on “Bloomberg Tech.”
——–
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16 Comments

16 Comments

  1. @lucianolopresti

    May 26, 2026 at 7:07 pm

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Bloomberg Technology

Amazon, Qualcomm Deal Broadens the AI Chip Race | Bloomberg Tech 9/08/2026

Bloomberg’s Riley Griffin breaks down Qualcomm’s deal signing up Amazon as a data center chip customer, an agreement that will span “multiple generations.” Meanwhile, another deal falls apart after Anthropic decides against acquiring AI startup Decart AI. And, all eyes are on Apple as the company kicks off its product launch tomorrow, with its foldable…

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Bloomberg’s Riley Griffin breaks down Qualcomm’s deal signing up Amazon as a data center chip customer, an agreement that will span “multiple generations.” Meanwhile, another deal falls apart after Anthropic decides against acquiring AI startup Decart AI. And, all eyes are on Apple as the company kicks off its product launch tomorrow, with its foldable iPhone a decade in the making.

00:00:00 – Bloomberg Tech Begins
00:01:10 – Bailey Lipschultz, Bloomberg News
00:03:31 – Greg Martin, Rainmaker Securities
00:09:54 – Mike McKee, Bloomberg News
00:12:37 – Alicia Modestino, Northeastern University
00:19:01 – Peter Elstrom, Bloomberg News
00:23:32 – Brody Ford, Bloomberg News
00:26:27 – Anthony Saglimbene, Ameriprise Financial
00:33:20 – Sam Altman, OpenAI CEO
00:37:10 – Seth Fiegerman, Bloomberg News
00:41:03 – Samantha Kelly, Bloomberg News
——–
“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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Bloomberg Technology

Apple Set for Major Product Launch with Foldable iPhone

Apple is gearing up for one of its biggest product launches in years, with the company expected to unveil its first foldable iPhone, a device that has been a decade in the making and which could cost as much as $2,199. Bloomberg’s Mark Gurman explains how it marks the biggest design change to the iPhone…

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Apple is gearing up for one of its biggest product launches in years, with the company expected to unveil its first foldable iPhone, a device that has been a decade in the making and which could cost as much as $2,199. Bloomberg’s Mark Gurman explains how it marks the biggest design change to the iPhone in nearly twenty years. He joins Bloomberg’s Riley Griffin on “Bloomberg Tech.”
——–
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Bloomberg Technology

AI Healthcare Startup Forus Hits $3 Billion Valuation

Healthcare automation startup Forus has raised $150 million at a $3 billion valuation, tripling its value just months after its previous funding round. CEO Sahir Jaggi explains how the company uses AI agents to help patients and doctors navigate insurance coverage, affordability, and drug fulfillment. He also explains how the new capital will help Forus…

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Healthcare automation startup Forus has raised $150 million at a $3 billion valuation, tripling its value just months after its previous funding round. CEO Sahir Jaggi explains how the company uses AI agents to help patients and doctors navigate insurance coverage, affordability, and drug fulfillment. He also explains how the new capital will help Forus expand beyond autoimmune diseases into areas including oncology and neurology. He joins Bloomberg’s Riley Griffin on “Bloomberg Tech.”
——–
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