Data Center Lending & Investment - Bank of England is probing data center lending due to concerns about potential air bubbles [1] - Initially, data center investments were primarily funded by well-capitalized hyperscalers using their own resources [2] - There's an anticipated $5 trillion spending up to 2034 for data centers and compute infrastructure to fuel the viewpoint [5] - Increased debt issuance is being observed, suggesting a broader range of financing is needed to meet investment targets [3] Market Valuations & Credit - Extreme valuations are present, but there's a distinction between extreme valuations and an air bubble [3] - Active credit managers have an opportunity to vet and potentially gain added yield in the data center space [6] - Caution is advised when adding debt, with attention to tight credit spreads as a potential valuation risk [6] Trade Policy & Earnings - Despite significant shifts in trade policy, no immediate discernible impact on earnings or inflation has been observed [8][9] - The long-term implications of globalization on earnings have been positive for the US and globally, suggesting a potential headwind as globalization rolls back [10] - Trade talks with Canada are ongoing with lingering volatility within the market [12] Market Valuations & Opportunities - US market valuations are generally high across sectors, with the exception of healthcare [13][15] - Valuations are in the ninth and tenth deciles relative to their own history, impacting prospective three-year returns [14] - Healthcare is identified as a more attractively priced area with potential benefits [16]

Cloud Adoption in Media and Entertainment - Cloud has become the backbone of global media distribution, enabling streaming services and global reach [2] - Over 1 billion people are receiving streaming content through the services provided [3] - 750 million people are playing games every month using these services [4] Industry Growth and Trends - The entertainment industry is projected to be worth $3.5 trillion by 2029, up from $2.9 trillion last year, representing a $600 billion opportunity [12][13] - Traditional entertainment brands need to diversify and create more interactive and immersive experiences due to generational preferences for games, social media, and user-generated content [13][14] - Customers want to create high-fidelity content faster, cheaper, and better, including live, episodic, theatrical, and animated content [7][8] Monetization and Fan Engagement - There is a focus on cultivating multichannel monetization opportunities beyond traditional advertising [8][9] - Companies are hyper-focused on next-generation fan engagement to retain subscribers and encourage repeat engagement [9][10] AWS Services and Capabilities - AWS provides building blocks for customers to build anything they can imagine [6] - AWS Elemental Media Services, celebrating its 10th anniversary, allows for broadcast and production tasks to be done in the cloud, offering sustainability and cost benefits [25][26][27] - AWS is actively involved in industry organizations like SMPTE, CTP, and Movie Labs, contributing to the advancement of the media and entertainment industry [30][31] Sports Engagement - Live sports have a high engagement factor, leading to strategic relationships with organizations like Formula One, PGA Tour, and the NBA [19][20] - AWS is partnering with the NBA to launch "NBA inside the game," a platform to ingest billions of data points to create a more interactive and insightful sports viewing experience [20]

>> "BLOOMBERG TECH: ASIA "BLOOMBERG TECH: ASIA IS LIVE WITH SHERY AHN IN TOKYO AND ANNABELLE DROULERS IN HONG KONG. "ANNABELLE: WELCOME TO "BLOOMBERG TECH: ASIA ." WELCOME TO THIS EPISODE WHERE WU BOWLBY -- WHERE WE WILL BE TALKING ABOUT ONE OF THE MOST TALKED ABOUT TOPICS IN ASIA TECH AND THAT IS CHINA'S SEMICONDUCTOR ECOSYSTEM BECAUSE IT HAS CAPTURED THE ATTENTION OF TRADERS. MONEY IS POURING INTO NAMES LIKE A CHIP DESIGNER AND FOUNDRY PLACE. FROM ON THE GROUND IN CHINA WE HAVE A COMMITMENT OR REAFFIRMATI ...

Why raise what's the money going to be used for. Well, thanks for having me. And the primary purpose for this particular series raise is actually to accelerate our grid energy storage business.So many people think of us as a battery recycler only. But on top of that platform, we've built a growing energy storage business that is really quite exciting. JB I'm recognizing that there's a there's a there's a pivot here for Redwood, right.And the question that we get a lot for you is what is the viability of tha ...

We wanted you to come on the program because we thought there'd be more emphasis on this new generation of standard Model Y and Model three. And the question I get most for you is what did they actually engineer out in terms of the cost. Well, at the end of the day, they they did a quite a few things that that dropped the price or let me rephrase that, the cost of getting the job done.Number one, they they moved back away in some cases from the giant castings. The giga castings are a great way to get rid of ...

AI and Semiconductor Industry Leadership - The US outspends China on AI at a ratio of approximately 5 to 1, highlighting US investment in the field [1] - Semiconductors and related intellectual property remain a key strength for the US in the technology sector [3] Trade and Economic Resilience - The tech sector and global economy have demonstrated significant resilience despite tariffs and export controls [5] - Tariffs were expected to impact consumer electronics, but delayed pass-through effects have been observed [5] - Inflation is expected to moderately accelerate into 2026 [6] Investment and Talent - The tech sector is acting as a macroeconomic stabilizer, with positive trends in M&A and investment flows [7] - There is significant demand and labor market tightness for talent in AI and machine learning, potentially necessitating global talent acquisition [9] - Protecting talent within big tech companies is important from both a national security and economic perspective [8] Policy and Innovation - Protecting US innovation is crucial, especially considering the trillions of dollars in global GDP the industry is estimated to generate over the next decade [2] - Policy conversations are needed to ensure continued US leadership in the technology space [4]

Going straight to the numbers perspective before perhaps a pay package. Was there anything to shout about. So the quarter overall thank you for having me was fairly in line with our preview thoughts that the set up was fairly balanced for the stock going in.As you know noted, the stock had kind of rallied into the quarter. Estimates had gone up a little bit since director account deliveries and then the upside there. And so we did think that about that the set up was fairly balanced going in the numbers the ...

The market is kind of trying to find the flies in the ointment here. Why. Why do you think that millions ascribed to postpaid wasn't enough.Look, I don't spend my time trying to predict market trading on a day to day basis. My focus is on building a solid, robust business, which is what we've got, and a business where we're constantly expanding and widening our differentiation. That's the core of what we're focusing on, because when you look at this quarter's results, you know, T-Mobile has been the growth ...

>> BLOOMBERG TECH IS LIVE FROM COAST-TO-COAST. WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS BLOOMBERG TECH.COMING UP, ANTHROPIC AND GOOGLE DISCUSSING A DEAL FOR CLOUD COMPUTING SERVICES IN THE HIGH TENS OF BILLIONS OF DOLLARS. NETFLIX AND TEXAS INSTRUMENTS IN FOCUS WHILE WE WAIT TESLA'S RESULTS. WE DISCUSSED WITH THE COMPANY -- WITH AT&T'S CEO, JOHN STANKEY.BLOOMBERG BREAKING THE STORY OVERNIGHT THAT ANTHROPIC IS IN TALKS WITH ALPHABET, SPECIFICALLY GOOGLE, FOR CLOUD COMPUTING ...

What is your take here in your thesis on what this reporting about anthropic and Google represents. So there are two aspects of it. Anthropic has been working closely with Amazon Web Services.It also has investment from Google. So it is logical that they will be using some cloud capacity from Google as well. But the big question is whether this, you know, talks a little bit about as infrastructure or this is just a matter of in looking for capacity at this point because everybody is constrained.Microsoft re ...