Bloomberg Daybreak: Asia Edition cover image

US-Japan Trade Deal Details, AI Anxiety Lingers

Bloomberg Daybreak: Asia Edition

00:00

Hyperscalers' CapEx and Return Expectations

Jed discusses big techs' confidence in heavy data‑center capex and the expectation of eventual high returns.

Play episode from 11:51
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app