Chip Selloff Spreads Globally, Apple Makes Smart Home Push
Summary
Bloomberg Tech examines the accelerating global chip sell-off, driven by Chinese memory innovations and rising AI infrastructure costs, while analyzing Apple's new smart home devices and Meta's release of its frontier AI model, Muse Wonder. The episode also features interviews with SambaNova CEO Rodrigo Liang on AI inference efficiency and Mainspring Energy CEO Tom Leinberger, who discusses a multi-billion dollar deal to provide rapid power solutions for data centers.
Topics discussed
Sponsors: ChachiPT and Chase for Business
Bloomberg Tech intro: Chip sell-off and Apple news
Semiconductor pressure and Chinese memory chip innovations
Rising yields and data center sentiment shifts
JPMorgan earnings, AI debt, and cybersecurity opportunities
Apple's new smart home devices and HomeView Hub
Meta releases Muse Wonder AI model
AI regulation and agentic workflow ethics
Bloomberg Tech Minute: Peptides and cognitive benefits
Sponsors: Boomi, Cincinnati Insurance, and IBM
Infosys Chairman on AI, jobs, and education in India
Space economy investment boom and SpaceX IPO
Chip sell-off update and market pressure
SambaNova CEO on AI efficiency, funding, and growth
Sponsors: ChachiPT, Boomi, Cincinnati, and IBM
Mainspring Energy deal with AEP for data center power
Epic Games delays Disney game to adopt AI tools
Market recap and sponsors: Whisperflow, Cincinnati, Boomi
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