Is There an AI Compute Bubble and Counterparty Risk?

Bloomberg’s Caroline Hyde and Ed Ludlow break down plans for investors to buy TikTok's US operations at a potential valuation of $14 billion. Plus, they discuss the possibility of an AI bubble, after hedge fund manager David Einhorn warned that spending on AI infrastructure may destroy vast amounts of capital. And Qualcomm's CEO shares his views on the changing chip landscape in the wake of Nvidia's Intel deal.

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