In aggregate what's at the core of my complaint. Yeah, he is claiming anti-trust behavior by Apple, saying that the company, as you point out, Ed, is favoring open air. It's putting open air and more prominent positions on the App store, you know, artificially in his mind, putting them higher on rankings lists.Now, of course, some of those rankings lists are editorially curated by Apple employees. That's been the case for four years. And it's always been a challenge for developers to try and get onto those ...

Market Dynamics & Geopolitics - The chip industry is navigating the impact of political factors, particularly concerning access to the Chinese market, which is one of the largest chip markets in the world [3][4][5] - Companies are trying to understand the "rules of the game" to maintain access to the Chinese market, potentially involving compromises or deals [2][5] - Restrictions on chip exports to China could impact the long-term growth and valuations of companies like AMD and NVIDIA [11][12] - China's potential shift towards domestic chip production could further impact the global chip market [11] Company Strategy & Risk Management - Companies are adopting a "read and react" approach to policy changes, rather than relying on forecasting [7] - Access issues to the Chinese market are expected to increase costs and complexity for chipmakers [13] - The fundamental narrative for investing in companies like AMD and NVIDIA remains strong despite these challenges [13] Intel's Situation - There are questions surrounding Intel's leadership and its ability to develop the right types of chips [14] - Potential leadership changes at Intel could be influenced by political factors [15][16] - Intel faces significant challenges in terms of corporate structure and innovation [17]

We have some breaking news crossing the Bloomberg terminal. Perplexity says that they've made an unsolicited bid to Google today, offering $34.5% billion to purchase its Chrome browser. I'm going to repeat that.Perplexity has sent says it sent an unsolicited bid to Google this Tuesday. $34.5% billion for the Google Chrome browser. That's a significant and interesting piece of news.We're going to get the shares of Alphabet, the parent of Google up very soon, and we're going to talk to Bloomberg Fisherman, wh ...

>> BLOOMBERG TECH IS LIVE. >> THIS IS BLOOMBERG TECH. COMING UP NVIDIA AND AMD -- >> PLUS, INTEL CEO IS SET TO VISIT THE WHITE HOUSE. >> LITHIUM PRICES AND STOCKS SPIKE. >> WE RETURN TO THESE MAJOR MARKETS. THIS IS AN ENTIRE SHOW FOCUSED ON THE SEMI CONDUCTOR WELL. BY BRINGING THE CHIP SECTOR IN PARTICULAR. THE MACRO PICTURE RIGHT NOW, INFLATIONARY DATA. WE ON THE SHOW ARE LOOKING AT SEMI CONDUCTORS. ED: MACRON IS RAISING GUIDANCE BECAUSE OF PRICING POWER. THE CEO, LIP-BU TAN, OFF TO THE WHAT HAS TO BE THE ...

Ross Cosmos cosminaut grill Pasco NASA astronaut Nicole ears brace for drug window. There are those two visual and two healthy drugs. Endurance spacecraft as it makes its way to its splashdown site.SpaceX Dragon slowed down to about 35 km per hour. Again, it'll continue to slow down. SpaceX Dragon 400 meter Dragon 400 brace for splash down.SpaceX on board for power 128 volt converter. No crew action required at this time. Stand by for more words in today.As part of the preparation for this lift, one member ...

US-China Trade Relations & Semiconductor Industry Impact - The discussion revolves around the implications of potential trade restrictions and export licenses on US semiconductor companies, specifically NVIDIA and AMD, in relation to their access to the Chinese market [1][2][7] - Concerns exist regarding a potential "quid pro quo" arrangement, where companies might be required to concede a percentage (15%) of revenue in exchange for export licenses to China [2][3][4] - The industry worries about the precedent this sets and the potential for it to expand to other products and companies beyond AI [2] - The long-term impact on NVIDIA and AMD's access to the Chinese market is questioned, considering the current US sentiment towards China [7][8] Competitive Landscape & Market Dynamics - The importance of maintaining a presence in the Chinese market to compete with local alternatives like Huawei is highlighted [2][10] - Concerns are raised that restrictions on US companies could lead to Chinese developers coalescing around local alternatives [10] - Over time, the performance gap between products NVIDIA and AMD can sell in China versus the rest of the world may widen due to restrictions [10][11] - China's local products are improving, potentially becoming more competitive with restricted NVIDIA and AMD offerings [10][11] Company Strategies & Government Relations - NVIDIA has a roadmap with products that are supposedly compliant and don't require a license for sale in China [8] - AMD's future China roadmaps are less clear [9] - AMD believes the US government is trying to find a balance between national security and ensuring the proliferation of US AI technologies [13] - AMD CEO Lisa Su is perceived to be effectively building relationships with the US administration [14][16]

Joanne, what is it that you would like to see Lipton manage to navigate today. Is it better that he promises more investment into the US, more manufacturing and that he has extricated himself from China. Or ultimately, does he even need to stand down in some way as CEO.Yeah, it's really I think it's really unclear, Caroline. Obviously, I think he can defend himself from the concerns that that he's conflicted, and that's his main mission today. I don't know if that means he needs to do more to separate from ...

US-China Trade & Technology War - The US is potentially imposing an export tax on companies exporting technology to China, which is unorthodox and possibly unconstitutional [1][2] - The administration's pursuit of revenue generation through trade policy and export controls, including high-end semiconductors, raises questions about the definition of "too advanced" technology [3] - Companies like NVIDIA and AMD have received initial China licenses for chip exports [3] - China expresses concern about information security and potential backdoors in US technology, particularly drones [5] - The US aims to create an American chip champion amidst Intel's challenges, suggesting potential dealmaking [6] - The long-term access of companies to the Chinese market remains uncertain due to the intensifying US-China competition [4][7] Semiconductor Industry & Export Controls - The administration assumes that inference compute is not a primary national security concern [9] - If Huawei can produce comparable chips, US chip controls might ease to allow US companies to compete [9] - The US is in a highly transactional phase, and the degree of concern about end-uses and economic competitiveness remains to be seen [10] - The argument exists that restricting American technology exports could lead China to develop and export its own technology [11] - China is pushing for an easing of the 20% fentanyl tariffs and high bandwidth memory (HBM) chip restrictions [13] - Restricting exports to constrain Chinese chip production could help US companies gain market share in China [16] China's Leverage & Response - China possesses significant leverage through its control over critical raw materials and rare earth licenses [17] - China could restrict licenses for critical inputs, potentially paralyzing US production lines [17][18]

AI Chip Strategy & Setbacks - Tesla's move away from in-house AI chip manufacturing is a setback, impacting its vertically integrated approach [1][2] - The company will rely on both Dojo and Nvidia chips for AI model training [2] - Talent retention is a challenge in the competitive AI landscape, with startups offering large compensation packages [3][4] Market Valuation & Expectations - Morgan Stanley previously estimated a $500 billion market cap increase from Tesla's vertically integrated supercomputing approach, which now appears unrealistic [5] - The industry questions the realization of Tesla's AI ambitions and trillion-dollar valuation expectations [5][6] - Nvidia dominates the market for training chips, and Tesla's efforts to compete have not yet succeeded [6]

Financial Performance - Akamai's cloud infrastructure services revenue is up 30% year-over-year and is expected to accelerate to 40%+ year-over-year by the end of the year [1] - Akamai achieved a strong beat on the quarter with earnings per share up 9% at $1.73 [2] Strategic Direction & Market Opportunity - Akamai is pursuing a tremendous market opportunity in cloud infrastructure, driven by customer demand and strong tailwinds from Gen AI [1][3] - Akamai's distributed platform, with points of presence in 750 cities, allows it to offer enterprise compute instances and containers closer to end users, resulting in lower latency, better performance, and potentially lower prices [3] - A hyperscaler is an early adopter of Akamai's new managed container service, seeking to have compute instances in hundreds of cities [4] Security Landscape - Security is a major revenue driver for Akamai, with market-leading solutions for web app firewall, bot management, API security, and ransomware protection [1][7] - Attack rates and penetrations are increasing, driving demand for Akamai's security solutions that stop damage caused by attacks, including ransomware [7][8] Generative AI & Skills - Generative AI is making the field of security more evolving and nimble [9] - Akamai is seeing tremendous efficiencies across most job types by leveraging Gen AI, and is providing training to employees to use Gen AI tools [10] TikTok Situation - While there's always risk, Akamai believes a deal regarding TikTok has been structured, and the ban has been postponed several times [5][6]