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What Broadcom’s AI-Fueled Rally Means for the Chip Sector

Broadcom, a chip supplier for Apple and other big tech companies, saw its shares rise sharply after delivering strong results and an upbeat forecast, lifted by robust demand for artificial intelligence products. Millennia Capital Managing Partner Joe Zhao joins Caroline Hyde and Tim Stenovec to discuss his outlook for the chip sector in the context…

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Broadcom, a chip supplier for Apple and other big tech companies, saw its shares rise sharply after delivering strong results and an upbeat forecast, lifted by robust demand for artificial intelligence products. Millennia Capital Managing Partner Joe Zhao joins Caroline Hyde and Tim Stenovec to discuss his outlook for the chip sector in the context of AI on “Bloomberg Technology.”
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14 Comments

14 Comments

  1. @SusanDamian98

    June 13, 2024 at 5:15 pm

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      June 13, 2024 at 5:17 pm

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“Take a hike” just got a whole new meaning #TEDTalks

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Bloomberg Technology

Anthropic Gets A Warning, SpaceX Shares Fall on Fourth Day | Bloomberg Tech 6/17/2026

Bloomberg’s Ed Ludlow discusses US Commerce Secretary’s warning to Anthropic that it needs government permission to grant foreign nationals access to the company’s most advanced AI models. Plus, after three days of soaring, SpaceX shares come back down to Earth and drop for the first time on the company’s fourth trading day. And, Bloomberg reports…

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Bloomberg’s Ed Ludlow discusses US Commerce Secretary’s warning to Anthropic that it needs government permission to grant foreign nationals access to the company’s most advanced AI models. Plus, after three days of soaring, SpaceX shares come back down to Earth and drop for the first time on the company’s fourth trading day. And, Bloomberg reports Apple’s upcoming camera-equipped AirPods will launch in late 2027 as part of a flurry of new releases.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:43 – Mike Shepard, Bloomberg News
00:04:22 – Kailey Leinz, Bloomberg News
00:07:21 – Uday Cheruvu, Harding Loevner
00:13:22 – Antonio Neri, HPE President & CEO
00:20:06 – Carmen Reinicke, Bloomberg News
00:23:59 – Michael Regan, Bloomberg News
00:26:38 – Mark Gurman, Bloomberg News
00:32:29 – Dan Roelker, Observable Space CEO
00:38:57 – Mackenzie Lystrup, Peridot Services
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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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Orbital Data Centers Face Real Challenges, Says Peridot

Makenzie Lystrup, principal consultant at Peridot Services and former director for the Goddard Space Flight Center, NASA’s primary hub for building and operating scientific satellites, says energy and heat present real challenges for orbital data centers and SpaceX ambitions. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on…

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Makenzie Lystrup, principal consultant at Peridot Services and former director for the Goddard Space Flight Center, NASA’s primary hub for building and operating scientific satellites, says energy and heat present real challenges for orbital data centers and SpaceX ambitions. She joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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