Next time you pick up a new video game console, like a PlayStation, Xbox, [music] or this season's hottest item, the Nintendo Switch 2, check the back of the box. It probably says made in Vietnam. President Donald Trump's global tariffs announced earlier this year have led to one of the most dramatic supply chain shifts ever.China used to be the source of nearly 90% of US console imports, but it's now less than 5% after the US levied average tariff rates of as high as 88% earlier this year. Meanwhile, Vietn ...

I had a chance to meet Prime Minister Modi yesterday and so the 17.5% billion which is the largest investment we made in Asia to date and so we're uh thrilled about it. India really does seem to be having its AI moment. Microsoft just pledged $17.5% billion towards AI and cloud computing in India and right as Satya Nadella was set to [music] take the stage here in a convention center in Delhi.On the other side, Amazon rolled out its own plan of a [music] 35 billion investment that also includes AI. And let' ...

THE DEEP DIVE THE REPORTERS HAVE DONE TO UNDERSTAND WHETHER WE REALLY UNDERSTAND HOW MANY G. P. U.’S ARE GOING TO MEGASPEED AND WHERE THEY ARE ENDING UP. IAN: LOOT OF EVIDENCE, IT’S -- A LOT OF EVIDENCE, IT’S IMPORTANT TO POINT OUT, NVIDIA SAYS THERE IS NOTHING GOING ON HERE. MEGASPEED ITSELF SAYS THERE IS NOTHING GOING ON HERE. OUR COLLEAGUES’ REPORTING IS THAT THERE IS AN INVESTIGATION GOING ON.SOUTHEAST ASIAN GOVERNMENTS AND ALSO WASHINGTON ARE LOOKING AT THIS. AND STILL TRYING TO FIND OUT WHETHER THERE ...

LET’S GO BACK TO WHETHER OR NOT ANY OF THESE WILL GET THROUGH APPROVAL. START WITH PARAMOUNT BUYING WARNER BROTHERS DISCOVERY. DOES IT CUT LEGAL MUSTER.FIONA: ALL THREE OF THE BIDDERS, THERE WAS COMCAST TO BEGIN WITH, HAVE OVERLAPS WITH WARNER BROTHERS. IF YOU THINK ABOUT THREE BUCKETS OF CONTENT PRODUCTION, STREAMING, AND THEN CHANNELS OR NETWORKS. THEY ALL OVERLAP.AND PARAMOUNT IN PARTICULAR HAS A LOT OF PRODUCTION STUDIO KINDS OF ASSETS. PARTICULARLY BECAUSE PARAMOUNT MERGED WITH SKYDANCE FIRST. THAT’S A ...

2025 was supposed to be a big year for crypto with a friendly administration in the White House and more financial firms embracing digital assets, but it didn’t work out for all investors. Stillmark Managing Partner Alyse Killeen discusses what went well for the industry and what it will push for in 2026. She joins Caroline Hyde on "Bloomberg Tech." -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes ...

She's told some of our colleagues on Bloomberg Television earlier this month that taking a look at Paramount's offer at the time, that they were pretty much offering to overpay for Warner Brothers. Has your view changed at all. Well, you know, once again, I think Warner Brothers and Zaslav has done a masterful job extracting extra value out of Warner Brothers.You know, obviously key assets that now these two mega giants won, mostly overpower that in financial sense, in the sense of paying 100 billion for Wa ...

>> BLOOMBERG TECH IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: PARAMOUNT SKY DANCE AMEND ITS BID FOR WARNER BROS. DISCOVERY THIS TIME INCLUDING A PERSONAL FINANCIAL GUARANTEE BY ORACLE CHAIRMAN LARRY ELLISON.CHINESE CHIPMAKERS ARE RUSHING AFTER BACK-TO-BACK LISTINGS SURGE. WE DISCUSSED THE ONGOING GLOBAL AI RACE. KATHY HOCHUL SIGNS A BILL TO RESTRICT THE MOST ADVANCED ARTIFICIAL INTELLIGENCE.WE DISCUSSED THE LANDSCAPE IN THE UNITED STATES. FIRST WE CHE ...

Ted, what adoption do you want to see in 2026 to help bring together this mismatch. Well, it's a great question, and thanks, Caroline, for having me and happy holidays. Listen, this cycle is probably the most robust I've seen in 30 years, 30 plus years of doing that.So the the overall journey infrastructure is not going to change. The spend is still robust, but in reality, you have the socks of 42%. You have the index up 21% and you have the IG index, which is the software kind of index for software, only u ...

Let's start with what you've been writing about the debt issuance, the worries that you have about Oracle and the basically businesses able to afford the have a structure build out. That's right. One of the big drivers of US GDP growth in the last year has really been the data center buildout, about 1%, 1.6% of U.S. GDP.Probably 3% next year. It's funded a lot by debt, about 60 to 70% of it. Okay.Funded by debt. How does you as a VC backer, someone who's found unicorns out, who keep striking gold. How does ...

You seem to have an argument that they could work in lockstep. But for now, just let's think back to how the IP relationship has been redrawn with Disney and Open A. I.Was that for positive. Do you think. I asked the Mickey Mouse deal.Well, it's hard to know whether there is much substance to that deal if you look into it. We see Disney promising to invest money into open air. But it's a drop in the bucket compared to the amount of money that Openai says it's going to spend on infrastructure and chips.And t ...