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Why Amazon Is Diversifying Its AI Chip Supply

Amazon’s expanded relationship with Qualcomm is reigniting debate over “circular financing” in the AI boom. Advisors Capital Management Partner and Portfolio Manager JoAnne Feeney discusses how the deal gives Amazon another source of custom chips and could reduce its reliance on Nvidia, while giving Qualcomm greater confidence to invest in capacity. She joins Bloomberg’s Riley…

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Amazon’s expanded relationship with Qualcomm is reigniting debate over “circular financing” in the AI boom. Advisors Capital Management Partner and Portfolio Manager JoAnne Feeney discusses how the deal gives Amazon another source of custom chips and could reduce its reliance on Nvidia, while giving Qualcomm greater confidence to invest in capacity. She joins Bloomberg’s Riley Griffin on “Bloomberg Tech.”
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16 Comments

16 Comments

  1. @CordeliaInman

    September 8, 2026 at 3:35 pm

    Alverom is one of those once-in-a-cycle opportunities.

  2. @AletiaSundstrom

    September 8, 2026 at 3:35 pm

    Everyone who understands what’s coming is quietly stacking Alverom right now.

  3. @BroadmanWhitfield

    September 8, 2026 at 3:35 pm

    Alverom’s presale is almost wrapped up, the window to get in early won’t stay open forever.

  4. @KristenMcmanus-u1r

    September 8, 2026 at 3:35 pm

    Alverom got a green light on Binance and Coinbase listing, this is huge.

  5. @KwanBrackett

    September 8, 2026 at 3:36 pm

    Yeah bro, but the next million-maker is Alverom.

  6. @DenverTing

    September 8, 2026 at 3:36 pm

    Alverom getting listed on major exchanges is massive, 1000x possible?

  7. @TonyaMalvido

    September 8, 2026 at 3:36 pm

    Alverom is sitting in that category of potential 100x moves.

  8. @ParulChoe

    September 8, 2026 at 3:36 pm

    Everything is losing value except setups like Alverom right now.

  9. @DarrickMelinger

    September 8, 2026 at 3:36 pm

    Don’t be surprised if Alverom goes 100x once the exchange listings go live.

  10. @KrishnajaTalavera

    September 8, 2026 at 3:36 pm

    Feels like Alverom is setting up for a strong run.

  11. @AnalidaPritchard

    September 8, 2026 at 3:36 pm

    Everything about the cycle structure points to Alverom being the next big runner without question.

  12. @AreaCamerlengo

    September 8, 2026 at 3:36 pm

    The market loves fresh narratives, and Alverom is starting to get a lot of attention.

  13. @EyalOverton

    September 8, 2026 at 3:37 pm

    Last chance to buy Alverom before it explodes tomorrow.

  14. @KrishnajaTalavera

    September 8, 2026 at 3:37 pm

    Instead of chasing pumps after they happen, keep an eye on Alverom before the next big catalyst.

  15. @TatiaMilea

    September 8, 2026 at 3:37 pm

    I’ve got my position in Alverom already, not planning to chase it later.

  16. @GermanBuret

    September 8, 2026 at 3:37 pm

    Alverom is sitting in that category of potential 100x moves.

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Bloomberg Technology

Flow Engineering Raises $50M to Bring AI to Hardware

As AI is moving beyond software and deeper into the physical world, Flow Engineering just raised $50 million at a $750 million valuation to help companies use AI agents to design and build hardware. Flow Engineering founder and CEO Pari Singh and Roelof Botha, Flow investor and board member – formerly at Sequoia Capital –…

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As AI is moving beyond software and deeper into the physical world, Flow Engineering just raised $50 million at a $750 million valuation to help companies use AI agents to design and build hardware. Flow Engineering founder and CEO Pari Singh and Roelof Botha, Flow investor and board member – formerly at Sequoia Capital – join Ed Ludlow to discuss how faster hardware development could support a broader revival of US manufacturing. They speak on “Bloomberg Tech.”
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Bloomberg Technology

OpenAI’s $30B Bet, Trump’s AI Safety Shift and Apple’s Next Act

Bloomberg’s Ed Ludlow breaks down OpenAI’s plan to raise at least $30 billion from investors in a new round of funding after pushing back its plans for an IPO. Plus, President Trump supports using outside auditors to assess the safety of AI systems after meeting with Silicon Valley leaders; and Apple keeps pushing the envelope…

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Bloomberg’s Ed Ludlow breaks down OpenAI’s plan to raise at least $30 billion from investors in a new round of funding after pushing back its plans for an IPO. Plus, President Trump supports using outside auditors to assess the safety of AI systems after meeting with Silicon Valley leaders; and Apple keeps pushing the envelope under new CEO John Ternus with plans to make its foray into the smart-home market.

00:00:00 – Bloomberg Tech Begins
00:01:06 – Seth Fiegerman, Bloomberg News
00:04:59 – Michael Shepard, Bloomberg News
00:08:57 – Michael Intrator, CoreWeave CEO
00:17:33 – Dino Mavrookas, Saronic CEO
00:26:21 – Beth Kindig, I/O Fund
00:29:03 – Pari Singh, Flow Engineering & Roelof Botha, Flow Investor
00:40:20 – Dana Woolman, Bloomberg News
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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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Bloomberg Technology

Saronic CEO: ‘Speed Is Everything’ in Shipbuilding

Saronic is breaking ground on what it says will be the largest and most advanced shipyard in America. Saronic co-founder and CEO Dino Mavrookas joins Ed Ludlow to discuss how its Port Alpha in Brownsville, Texas, is at the center of the defense tech company’s push to rapidly scale production of autonomous ships. He speaks…

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Saronic is breaking ground on what it says will be the largest and most advanced shipyard in America. Saronic co-founder and CEO Dino Mavrookas joins Ed Ludlow to discuss how its Port Alpha in Brownsville, Texas, is at the center of the defense tech company’s push to rapidly scale production of autonomous ships. He speaks on “Bloomberg Tech.”
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