INTO IT. FOR MORE ON THE DEAL, JASON CHANMAN JOINS US -- CHAPMAN JOINS US. YOU’RE AN INVESTOR FIRM DEDICATED TO THE VIDEO GAME INDUSTRY.YOU UNDERSTAND BETTER THAN ANYONE THE DISRUPTION THAT’S HAPPENED WITH THIS INDUSTRY. IS GOING PRIVATE THE RIGHT TACTIC FOR E. A.>> THANK YOU FOR HAVING ME ON AGAIN. I ABSOLUTELY DO THINK IT IS THE RIGHT THING FOR E. A.TO GO PRIVATE. AND HERE’S WHY. TODAY E.A. HAS REPRESENTED KIND OF THE DIGITAL HOME FOR MANY CORE TENANT PROPERTIES IN GAMES. THINK OF THE SPORTS DIVISION WHIC ...

NVIDIA, STRUGGLES WITH GEOPOLITICAL HEADWINDS. OUR BLOOMBERG TECHNOLOGY EDITOR IS JOINING US. WE’RE TALKING ABOUT THE MARQUEE FOR HUAWEI.TALK US ABOUT THE NUMBERS WE LEARNED IN THE COURSE OF REPORTING ABOUT THE NEXT TWO YEARS. >> RIGHT. HUAWEI OF COURSE IS PROBABLY BEST KNOWN FOR ITS COMMUNICATIONS EQUIPMENT, HAD SMARTPHONES FOR A LONG TIME TOO YOU, BUT IT’S ALSO REALLY THE LEADING DEVELOPER OF SEMICONDUCTORS WITHIN CHINA.IT’S PUT A TON OF RESEARCH AND DEVELOPMENT INTO THIS PROCESS. AND IT’S MADE QUITE A BI ...

OF COURSE IT’S INCLUDING A. I. LET’S GET MORE FROM BLOOMBERG CONSUMER TECH MANAGING EDITOR.HOW WHOLESALE IS THE CHANGE GOING TO BE FOR PELOTON THIS WEEK. >> THIS IS GOING TO BE THEIR BIGGEST HARDWARE REVAMP IN AT LEAST HALF A DECADE. THIS IS UNDER NEW C.E. O. PETER STERN.I KNOW A LOT OF US LOVE AND USE PELOTON BUT THEY’VE BEEN STRUGGLING LATELY FROM A REVENUE PERSPECTIVE, FROM A SALES PERSPECTIVE, FROM A PROFIT PERSPECTIVE. MANAGEMENT PERSPECTIVE. BUT ALSO FROM A PRODUCTS PERSPECTIVE.AND IT’S TIME FOR THEM ...

The Robotaxi industry may still be in its infancy, but competition is already heating up among Chinese firms. They're now planning to deploy thousands of robotaxis around the world over the next three years. We Ryan is partnering with ride hailing giant Grab to deploy their vehicles in Southeast Asia.Have begun testing in Singapore and roll out by the end of this year. Europe is also being targeted ahead of unexpected easing of regulations by next year. Baidu's Apollo goal has partnered with Lyft to bring R ...

You're about to start. Please make sure your seatbelt is actually fastened. No driver, no small talk.Just sensors, A. I. and real time data.They're not quite mainstream yet, but Robotaxis are already revving up a global race. And the fierce competition. It's playing out between two tech superpowers, the US and China.In the US, Waymo is leading the charge, borne out of Google's self-driving project back in 2009. It now operates in multiple cities, offering fully autonomous rides with no human driver behind t ...

>> THIS IS "BLOOMBERG TECH." PRESIDENT TRUMP ADVANCES PLANS FOR AMERICAN INVESTORS TO BUY TIKTOK’S U.S. OPERATIONS WITH A POTENTIAL VALUE OF $14 BILLION. >> WE DISCUSS THE LATEST A. I.BUBBLE WARNING. DAVID EINHORN CAUTIONS THE HUGE SPENDING ON A. I.INFRASTRUCTURE MAY DESTROY VAST AMOUNTS OF CAPITAL. >> AND THE CHANGING CHIP LANDSCAPE IN THE WAY OF NVIDIA’S INTEL DEAL AND A LOT MORE. >> WE HAVE SEEN PRESSURE ON TECH STOCKS.AND WE START TO QUESTION VALUATIONS MORE BROADLY. THE BIGGEST DROP THE FIVE-DAY BASIS ...

This is one of the most read stories on the Bloomberg terminal and the website. It's not surprising to characters mega tech bulls, but they've launched ETFs. Explain the basics, what we need to know about what they're up to.So these two ETFs really stand out in a sea of 4000 4200 ETF in the US because they engineer a rare double performance, which is outperformance and flows usually outperform. But you don't see flows usually have flows, but the performance is and so both of them have those two and the both ...

Theresa, if we may, I want to go to the other piece of this first, because, you know, the emphasis from the administration was making us tick tock American. The UAE is an ally of the United States in defense, for example. You know, there's weapons and other agreements there.But in in the context of something that is digital, what do you make of MKG X participating as an anchor investor and potential board seat holder of the US Tech talk. Well, I think it's very interesting. Obviously, they have deep enough ...

That was a great opinion piece out of our colleague Dave Lee, who really puts out really the question of what expertise does Oracle, a cloud company, have when it comes to social media algorithms. Brody. Not a whole lot.I think they would. Maybe they would tell you as much as well. I think it's very interesting how much rhetorical value the administration has placed on Oracle's involvement.They are the kind of technological underpinning of a lot of the operations, but they're the cloud vendor, right. I mean ...

Infrastructure Investment & Demand - Concerns exist regarding the scale of infrastructure investment and potential capital loss [1] - Explosive demand growth is evident, requiring careful valuation checks [2] - Infrastructure wave is supported by real demand growth and cash flows, particularly from major hyperscalers [2][3] - Supply constraints persist despite significant spending [3] - The infrastructure theme is long-term, with potential upsets along the way [3] Debt & Funding - Debt is involved in many infrastructure deals, extending beyond the four major hyperscalers [4][5] - Bond investors are betting on future revenue generation to repay bonds [6] - The infrastructure wave is impacting the corporate bond market, utilities, and both public and private sectors [7] - A 40-year bond yielded approximately 1.65 percentage points over Treasuries [7] Capital Spending & Energy - Markets have been rewarding large capital spending commitments [9] - Current spending is grounded in real infrastructure, chip spending, and data centers, unlike the dot-com bubble [10] - The global energy sector's ability to meet demand is a trillion-dollar question [11] - Data center power commitments are substantial, equivalent to powering New York, Chicago, and Los Angeles for a year [11] - The aged infrastructure grid requires upgrades, with potential solutions like nuclear and natural gas power expected in the 2030s [12] - Efficiency gains and gradual demand increases may prevent a bottleneck in the near term [12][13] - Compute costs have already decreased by 98% [13]