Bloomberg Technology

Bloomberg Technology

The U.S. Commerce Department is drafting regulations requiring licenses for nearly all global AI chip exports from companies like Nvidia and AMD, creating a tiered system that ties semiconductor access to diplomatic negotiations and U.S. infrastructure investment, while Oracle announces thousands of layoffs amid AI spending pressures and markets enter capital preservation mode.

Bloomberg Technology

Broadcom projects AI chip sales exceeding $100 billion by 2027 driven by custom silicon demand and locked manufacturing capacity, while Anthropic resumes Pentagon negotiations over military AI safety red lines and Middle East conflicts expose critical vulnerabilities in global data center infrastructure.

Bloomberg Technology

Tech markets showed resilience amid escalating Iran conflict and tariff uncertainty, while Anthropic doubled its revenue run rate to $20 billion despite a Pentagon blacklist over AI safeguard disputes, and Apple entered the budget laptop market with a $599 MacBook.

Bloomberg Technology

Escalating conflict in Iran triggers a broad risk-off selloff in tech stocks and a surge in oil prices, while exposing vulnerabilities in AI valuations and intensifying focus on defense and cybersecurity sectors despite short-term market pressure.

Bloomberg Technology

As the Iran conflict escalates across multiple fronts and roils energy markets, a parallel battle is unfolding in defense technology: OpenAI secured a classified Pentagon contract after Anthropic was effectively blacklisted for refusing to ease ethical restrictions on surveillance and autonomous weapons, sparking urgent calls for congressional guardrails on military AI use.

Bloomberg Technology

OpenAI secures a record $110 billion funding round led by Amazon and Nvidia at a $730 billion valuation, even as Anthropic's standoff with the Pentagon over AI ethics and high model hallucination rates highlight the sector's mounting technical and regulatory challenges.

Bloomberg Technology

Nvidia delivered strong earnings with 73% revenue growth and upbeat guidance forecasting $78 billion in sales, yet shares fell 5% as investors worried about AI spending sustainability and craved a new growth narrative. Meanwhile, Snowflake accelerated AI adoption with seven nine-figure deals, and Paramount pursued a transformative merger with Warner Bros Discovery to achieve scale.

Bloomberg Technology

Nvidia earnings drive market anticipation with 5% expected swing amid AI investment concerns, while Anthropic loosens safety policies under Pentagon pressure and Circle reports strong stablecoin growth decoupled from crypto speculation.

Bloomberg Technology

Meta announced a massive multi-billion dollar deal to purchase 6 gigawatts of AMD data center infrastructure, validating AMD as a challenger to Nvidia, while Anthropic's new AI coding tools sparked a 'scare trade' in software stocks, causing IBM's worst day in 25 years and highlighting investor fears about agentic AI disruption.

Bloomberg Technology

President Trump's tariff policy faces legal setbacks as the Supreme Court struck down his use of emergency powers, creating uncertainty that's rattling tech stocks and threatening foreign investment commitments. Meanwhile, AI-driven fears are pummeling software stocks as investors worry about disruption, with Nvidia earnings on Wednesday serving as a key test for market sentiment.

Bloomberg Technology

The U.S. Supreme Court struck down President Trump's IEEPA tariffs in a 6-3 decision, sparking a tech-led market rally while creating uncertainty around the administration's backup trade plans using alternative authorities. Meanwhile, Netflix defended its bid for Warner Bros Discovery against Paramount's rival offer, and NASA set a March 6 target for the Artemis II lunar mission.

Bloomberg Technology

Meta has committed to purchasing millions of Nvidia processors—including the new Grace CPU—in a deal worth tens of billions, underscoring the acceleration of a $10 trillion AI capital expenditure cycle that is rapidly expanding beyond tech into manufacturing, energy, and consumer hardware sectors.