Bloomberg Tech

Ayoko Yoshioka, Portfolio Consulting Director offering investor perspective on tech earnings and AI bets. Olivia Solon, Bloomberg technology editor who reported on Meta pausing the 2Africa subsea cable. They talk about how the Iran conflict is stalling major internet infrastructure in the Middle East and Africa. They also cover investor reactions to AI competition and tech-capex implications.

Lauren Webster, Piper Sandler dealmaker in defense tech and cybersecurity. Dario Gil, U.S. Energy Department science chief focused on AI and supercomputing. They discuss rising oil prices and market turmoil, investor shifts into defense technology, cyberattack trends, and government‑industry supercomputing partnerships. Short, sharp takes on tech, security, and infrastructure.

Riley Griffin, Bloomberg reporter who toured Meta’s chip lab, describes Meta’s MTIA in-house chip roadmap and M&A moves. Ali Ghodsi, Databricks CEO focused on AI tooling, discusses GenieCode, acquisitions, and product strategy. Matthew Weir, Goldman Sachs MD, gives macro and markets perspective on AI-driven capex, demand, and equity outlooks. They dig into chip buildout, AI productization, and market implications in short, punchy segments.

Katrina Manson, a reporter on defense and AI adoption in the Pentagon, explains Google AI agents in military workflows. Gabriella Borges, a software analyst at Goldman Sachs, breaks down cloud capex and margin dynamics. Antonio Neri, CEO of Hewlett Packard Enterprise, discusses surging AI hardware demand and supply constraints. They cover Amazon’s massive bond move to fund AI, Pentagon AI rollout, and AI-driven hardware markets.

They dig into the fallout from halted plans to expand a major AI data center in Texas and what it means for capital and logistics. They cover a high-profile AI firm suing the Defense Department over a supply-chain risk label. They also examine Iran’s leadership shift and its market and defense implications, plus trends in generative AI apps and legal AI tools.

Ted Mordenson, Baird managing director offering market and investor perspective on semiconductors and geopolitical risk. Maggie Eastland, Bloomberg reporter covering tech and industrial policy. They discuss proposed U.S. rules requiring licenses for AI chip shipments. They explore how licensing could reshape geopolitics and trade. They cover market reactions as investors weigh semiconductor risks.

Joanne Feeney, portfolio manager and capital partner who manages institutional equity portfolios, explains Broadcom's AI positioning and financial outlook. She discusses Broadcom’s execution, TSMC partnership, and how chips plus networking and software create advantage. She also covers likely M&A appetite, buybacks, and capacity through 2028.

Seth Figelman, Bloomberg AI reporter, on Anthropic’s surge toward a $20B run rate and its clash with the Pentagon. Irving (Emin) Tan, CEO of Western Digital, on HDD demand and storage needs for AI workloads. Todd Elstein, investment CEO, on long-term tech and AI infrastructure investing. They cover rapid revenue growth, storage roadmaps, and big-picture tech investing themes in short, lively conversation.

Jim Anderson, CEO of Coherent, a photonics company scaling laser and optical component production. He discusses Nvidia’s $2B investment and how it accelerates capacity expansion. Short takes cover indium phosphide supply, new manufacturing in Texas, and the role of lasers in data centers.

Cynthia Kaiser, former FBI deputy director now leading ransomware research at Halcyon, discusses rising Iranian-linked cyber threats and organizational preparedness. Representative Sam Liccardo, Democrat from California, talks national AI policy and legal protections for firms limiting AI deployment. They cover defense tech demand, Anthropic-Pentagon fallout, and AI’s role in cyber defense.