>> BLOOMBERG TECH IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. >> CHINA'S INTERNET WATCHDOG TELLS ALIBABA AND OTHERS TO TERMINATE ORDERS FOR AN NVIDIA AI CHIP. CAROLINE: MICROSOFT OPENAI AMONG TECH GIANTS ANNOUNCING PLANS TO SPEND TENS OF BILLIONS ON AI INFRASTRUCTURE AND MATTHEW K AMID PRESIDENT TRUMP'S VISIT THIS WEEK.ED: TICKET RESELLER STUBHUB BEGINS TRADING PUBLICLY TODAY. WE WILL BE JOINED BY CEO LIVE. CAROLINE: LET'S GET TO THE REST OF THE PUBLIC MARKETS. ...

I think we can get to where you fit into the process of what is just massive infrastructure as a project, but that your reaction first to what's happening in the UK. It seems to be the next market in this cycle. Oh absolutely.I mean, when you think about how much potential there is in the UK, I think it is extremely exciting and very, very untapped. So I love to see companies like Microsoft and Google coming in and investing in the UK and the US and the UK actually working closer together. You say a lot of ...

Meta's Smart Glasses and AI Integration - Meta is integrating generative AI capabilities with its smart glasses, enhancing augmented reality and translation features [1][2] - Tight integration of hardware and software is crucial for Meta's success, similar to Apple's approach [3] - Meta's platform has over 1 billion users, creating utility and stickiness [4] Competition and Differentiation - Competition in smart glasses is increasing, with Google and potentially IBM developing similar products [2] - Meta differentiates itself through its existing platform and family of apps [3] - The key is the software experience that keeps users engaged [4] Market Perception and Adoption - Meta did not receive the same recognition as Apple for simultaneous translation technology, partly due to its novelty and stock dynamics [5] - Many people still don't fully understand Meta's AI strategy and how it integrates into daily life [7] - The specific applications and value-add that will make Meta's AI indispensable are still emerging [11] Future Potential and Uncertainty - The ways consumers will interact with Meta's AI models are not yet fully understood [8] - People are using Meta's technology to develop productivity tools and internal work processes [9][10] - Mark Zuckerberg is increasing investment in AI, indicating strong ambition [12] Impact of TikTok - TikTok's uncertain future has caused advertisers to pause spending growth, but this impact is limited [13] - TikTok accounts for approximately 10% of Meta's ad business [14]

The state of play is is very clear. Waymo also has a partnership with Uber in different markets. You now have a partnership in Nashville.Just explain the rationale for you on why this is a great go to market for Robotaxi. Well, as you know, we've been saying for a while, we think self-driving cars are going to be huge, The market expanding for rideshare. It's a really good product.And then when we looked at potential partners, of course, Waymo, you know, has to be at the top of the list. The great thing abo ...

I always like to go back to basics. Jonathan Like Grok stacks up against some video and Google's TPU and we're largely focused on inference. Why did you raise this round in that context.What is it going to allow you to do to be more competitive against those two giants. Well, the bottom line is that the demand for inference is insatiable. The total amount of capacity that people are trying to deploy is mind boggling. The numbers that people are putting up.And that's only growing. And in our case, we don't f ...

This is going to be a key conversation that Jensen Huang is likely to be having with the president of the United States, because once again, another chip design for China being pushed back by the country itself. Well, that's right, Kara and Jensen Huang has been having those kinds of conversations with President Donald Trump since he took office in January. He is Jensen has been trying to reshape the picture when it comes to export controls in a way that's a little bit more advantageous for video.Over the p ...

It's tremendous. A lot of gratitude to reach this milestone for the company. It's certainly been a long journey, as you say, from 2000, but now we're really focused on the next 25 years and the bright future ahead.Take us to the next 25 years because there are regulatory headwinds. There are people worrying about bolts. There are a way in which you can beef up this business to add more things in secondary market ticket sales.Where do you go. Where do you focus. Yeah.So our focus really is we've always wante ...

Washington and Beijing have agreed on a framework that would allow TikTok to continue operating in the US. According to Sarah Kreps, director of the Tech Policy Institute at Cornell University, a planned call between the two countries’ leaders on Friday will likely just cement the agreement. She joins Caroline Hyde and Ed Ludlow 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 ...

Let's start with the service now piece. You know, in this environment, Bill, where there's such a micro focus on the talent in AI and where companies are spending resources. Why does this position, ServiceNow, better to have this footprint in Florida.Well, there's no artificial intelligence without human intelligence said, and there's no leader that can develop a project in a dream better than Stephen Ross. And you mentioned the Hudson Yards, but he also did the Time Warner Center. And we've been friends fo ...

More. This fits into the whole array of conversation we keep having about the need for investment in I. We just think back to Oracle's numbers last week and how much they were showing that they've got this backlog building.We've got all the hyperscalers trying to build out. Alphabet's looking to build a data center in the UK. Are we seeing that continuing to go up into the right at the speed that we see at the moment.Well, I think what we're seeing is actually we're hitting an inflection point in inferencin ...