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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

    Swapping ETH to !!SPAX-42P!! clean decision, let’s go

  2. @jhonymelton

    May 26, 2026 at 7:08 pm

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  5. @lucianolopresti

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  6. @brianpedraza-p2k

    May 26, 2026 at 7:11 pm

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  7. @thaciwalkin

    May 26, 2026 at 7:12 pm

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  8. @arielwilder-d1s

    May 26, 2026 at 7:12 pm

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  9. @iyaperpar

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    May 26, 2026 at 7:13 pm

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  11. @johanaoswald

    May 26, 2026 at 7:14 pm

    If !!SPAX-42P!! breaks this range, I don’t think people get another calm entry

  12. @joãoekholm

    May 26, 2026 at 7:14 pm

    Anyone here can break down !!SPAX-42P!! roadmap? still confused

  13. @rickeymeadows-u3m

    May 26, 2026 at 7:14 pm

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  14. @EskilNaylor

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  15. @alexiswhalen-g3h

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  16. @segundoivas

    May 26, 2026 at 7:15 pm

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Bloomberg Technology

Meta Debuts Lightweight $1,299 VR Glasses

Meta is expanding its smart-glasses lineup with its first camera-free models, support for the new Muse assistant and a new hearing-aid mode. And the new lightweight VR headset promises to reset the category, explains Mark Gurman. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech”…

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Meta is expanding its smart-glasses lineup with its first camera-free models, support for the new Muse assistant and a new hearing-aid mode. And the new lightweight VR headset promises to reset the category, explains Mark Gurman.
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Altman, Amodei Call for Global Unity on AI to Boost Safety

OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei urged world leaders to work together on AI in an extraordinary appearance before the UN Security Council that focused on growing concerns the technology poses existential risks to humanity. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of…

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OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei urged world leaders to work together on AI in an extraordinary appearance before the UN Security Council that focused on growing concerns the technology poses existential risks to humanity.
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Bloomberg Technology

AMD Acquires Fei-Fei Li’s World Labs for $8.2 Billion

AMD is acquiring World Labs, an AI startup founded by industry pioneer and researcher Fei-Fei Li, in an all-stock transaction valuing World Labs at about $8.2 billion. AMD CEO Lisa Su and World Labs co-founder and CEO Fei-Fei Li sit down with Bloomberg Tech’s Ed Ludlow to discuss why AMD is purchasing World Labs, the…

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AMD is acquiring World Labs, an AI startup founded by industry pioneer and researcher Fei-Fei Li, in an all-stock transaction valuing World Labs at about $8.2 billion. AMD CEO Lisa Su and World Labs co-founder and CEO Fei-Fei Li sit down with Bloomberg Tech’s Ed Ludlow to discuss why AMD is purchasing World Labs, the two companies’ shared vision for AI’s future encompassing all layers of the stack, and how the industry needs to come together for shared responsibility in developing a safe technology that benefits all of society.
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