Bloomberg’s Ed Ludlow breaks down Microsoft’s latest homegrown Maia chips, its latest effort to rely less on outside semiconductors to power its AI ambitions. Plus, Elon Musk wants to put chip development on fast-forward, testing as many as ten new designs a year; and Apple is finally ready to unveil its new smart home strategy, seeking to plug a major hole in its ecosystem.
Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:33 – Bloomberg’s Matt Day Reports on Microsoft Deploying Maia Chips at Gigawatt Scale
00:05:36 – Denise Chisholm, Fidelity Investments Quantitative Market Strategy Director
00:11:43 – Jeetu Patel, CISCO President and Chief Product Officer
00:19:59 – Bloomberg’s Kiel Porter on Musk’s Goal to Speed Up Chip Design
00:22:59 – Talking Tech with Yahaira Anand
00:24:23 – Bloomberg’s Lynn Doan on the Cost to Build Data Centers
00:29:23 – David Fetherstonhaugh, VistaShares Portfolio Manager
00:35:19 – Stella Li, BYD Executive VP
00:38:32 – Bloomberg Intelligence’s Anurag Rana Discusses Microsoft’s Latest Maia 300 AI Chip
00:40:42 – Bloomberg’s Mark Gurman Reports on Apple’s Upcoming Launch of Smart Home Products
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