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Bloomberg’s Caroline Hyde discusses the AI trade as tech investors show optimism at the start of 2026. Plus Tesla’s China factory shipments rise in December but still...
Ryan Mallory, CEO of Flexential, one of the largest privately held data center operator in the US, discusses the sticking points in the AI buildout as...
The prospect of a fragmented regulatory landscape is hanging over the AI market. Jessica Melugin, director of the Center for Technology and Innovation with the Competitive...
Investors are looking for something new from Nvidia and other AI companies in 2026, says Anna Rathbun, CEO of Grenadilla Advisory. She discusses what markets are...
The US government is investigating whether Nvidia’s biggest buyer in Southeast Asia has smuggled chips into China. Bloomberg’s Ian King discusses the details with Caroline Hyde...
Jason Oxman, president and CEO of the Information Technology Industry Association, discusses the data center buildout, AI regulation and tech export restrictions. He joins Caroline Hyde...
Bloomberg’s Caroline Hyde discusses Larry Ellison’s personal guarantee to back Paramount Skydance’s bid for Warner Bros. Discovery. Plus, Google agrees to buy power provider Intersect Power...
Overexuberance and complacency dog the market and the AI trade going into next year, says Ted Mortonson, managing director of Baird. He discusses the headwinds he...
Tomasz Tunguz, general partner at Theory Ventures, says AI innovation isn’t showing signs of slowing down, but state-level regulation like the one recently passed in New...
Liza Tobin, managing director at Garnaut Global, says the Trump administration has been lowering the bar on national security concerns related to TikTok as it works...
