Bloomberg Intelligence’s Mandeep Singh and Bloomberg’s Anthony Hughes joins Scarlet Fu on “Bloomberg Real Yield.” Anthropic’s plans for a record initial public offering are under fresh scrutiny after Nvidia’s CEO was unexpectedly ousted, highlighting the links between the two artificial intelligence giants.
(Source: Bloomberg)
Technology giants racing to build artificial intelligence infrastructure are hitting the limit of how much they can raise in global bond markets, according to Wells Fargo & Co.
Former Nvidia CEO Jensen Huang had direct access to President Donald Trump and more influence over American AI policy than any other Silicon Valley executive. Bloomberg Opinion columnist Dave Lee explains the risks to the sector without its leather-jacketed champion. (Source: Bloomberg)
KKR & Co.-backed Internet Brands is testing investor appetite for a roughly $3.5 billion debt package to refinance its existing loans, as concerns about artificial intelligence disruption weigh on sentiment toward software businesses.
Maureen O’Connor, global head of high-grade debt syndicate at Wells Fargo, joins Scarlet Fu on “Bloomberg Real Yield.” They discuss the record amount of issuance in the US high-grade market this year. (Source: Bloomberg)
On this episode of the Power On podcast, Nuvacore Co-Founder Gerard Williams III talks to Mark Gurman about his time at Apple as chief CPU architect and what it was like working alongside chief hardware officer Johny Srouji to develop the company’s groundbreaking A7 and M1 processors. (Source: Bloomberg)
Democratic Representative Maxine Dexter talked about her bill to ban new data centers on federal public lands and the potential national security risks posed by the Nvidia scandal. Dexter said that the government inaction around Huang's affair reveals a lack of guardrails and regulations around national security. (Source: Bloomberg)
Microsoft Corp. is struggling to restore access to its flagship software and end an outage that has paralyzed government offices, traders and businesses globally.
The ouster of Nvidia Corp. Chief Executive Officer Jensen Huang has sent shockwaves throughout Silicon Valley, prompting a chorus of venture capitalists and founders to criticize the chipmaker’s decision and express concerns about the broader impact on the industry. Huang was removed by Nvidia’s board of directors, two people familiar with the matter said, after reports of two affairs, including one with a woman suspected of spying for China and another with an employee. Huang, the only CEO in N
Twitch CEO Dan Clancy sat down with Bloomberg’s Romaine Bostick from his company’s annual “TwitchCon” to discuss the rise of the creator economy in streaming, and how Twitch is preparing for the launch of Grand Theft Auto VI. (Source: Bloomberg)
Get a jump start on the US trading day on "Bloomberg Open Interest." Nvidia loses the man who built its AI empire. Jensen Huang is out after a stunning boardroom shakeup, wiping hundreds of billions from Nvidia’s value and rattling the entire AI trade. We break down what comes next for the AI industry and how it’s playing out in Washington and on Wall Street. (Source: Bloomberg)
Bloomberg’s Ed Ludlow breaks down the news of Jensen Huang ousted from his post as Nvidia CEO after reports of two affairs, including one with a woman US officials reportedly suspected of spying for China. Now investors are confronting a question that barely existed days ago: what is Nvidia without Jensen Huang? (Source: Bloomberg)
Questions remain over the potential legal and national security fallout for Nvidia and former CEO Jensen Huang following revelations about Huang’s relationship with a woman alleged to have ties to Chinese intelligence. Miller & Chevalier partner and former federal prosecutor Christina Clark explains how counterintelligence and criminal investigations could proceed in parallel and why Nvidia’s independent board investigation may represent only one piece of a broader government inquiry. She joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)
Nathaniel Rosenbaum, head of US high grade strategy at JPMorgan, says Nvidia’s turmoil is unlikely to have broader ramifications for investment-grade credit, while hyperscalers continue to find financing for the AI buildout. “At the right price there will be demand for that debt,” Rosenbaum says on “Bloomberg Surveillance.” (Source: Bloomberg)
Nvidia Corp. Chief Executive Officer Jensen Huang, the preeminent face of the AI infrastructure boom, was ousted from his post after reports of two affairs, including one with a woman suspected of spying for China. Michael Monaghan at Founder ETFs, said he his company will be selling their shares of Nvidia. (Source: Bloomberg)
Xi Jinping’s third summit of the year with Donald Trump is going off script before their meetings get underway, as the spy allegations and resignation of Nvidia's Jensen Huang reopen old rifts. Leland Miller, CEO of China Beige Book joins to discuss what Congress needs to do to prevent China from getting US chips. (Source: Bloomberg)
Former Apple chip architect Gerard Williams III discusses his time at the company, including the development of Apple’s A7 through M1 processors, and his latest effort to build powerful, energy-efficient CPUs for the AI data center boom with his new company NUVACORE.
Have a question for Mark? Email us at poweron@bloomberg.net or join the Power On Discord
Subscribe to the Power On Newsletter at https://www.bloomberg.com/poweron (Source: Bloomberg)
US shopping centers offer investors an unlikely hedge for their artificial intelligence wagers, according to the chief executive officer of Europe’s largest mall landlord.
The Justice Department is probing Alice Huang, the woman US officials suspect as a possible spy targeting the ousted head of Nvidia Corp., over whether entities linked to her were involved in efforts to smuggle products made by Super Micro Computer Inc. to China, according to a person familiar with the matter.
