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Bloomberg’s Ed Ludlow breaks down Oracle’s latest move to protect itself from mounting costs on a massive New Mexico data center facing regulatory setbacks and local opposition. Plus, Meta comes out with a new palm-sized device for using its popular new AI assistant, Muse; and all eyes are on President Trump and China’s President Xi

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Nvidia is embracing the rise of custom AI chips as demand shifts toward specialized systems built for inference. d-Matrix CEO Sid Sheth discusses the startup’s new partnership with Nvidia, which will integrate its inference-focused XPUs with Nvidia GPUs using NVLink Fusion, and why inference is emerging as the next major battleground in AI compute. He

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AI pioneer and World Labs CEO Fei-Fei Li discusses Atlas, the company’s latest world model designed to understand and generate 3D environments for applications spanning robotics, design and science. Li explains why spatial intelligence could become a major frontier beyond language models, and weighs in on the broader AI safety debate, arguing that humans must

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Amazon’s expanded relationship with Qualcomm is reigniting debate over “circular financing” in the AI boom. Advisors Capital Management Partner and Portfolio Manager JoAnne Feeney discusses how the deal gives Amazon another source of custom chips and could reduce its reliance on Nvidia, while giving Qualcomm greater confidence to invest in capacity. She joins Bloomberg’s Riley

Covenant, a defense tech startup backed by Andreessen Horowitz, is emerging from stealth after raising over $250 million over three funding rounds. The firm has already signed military contracts across the US and Europe and says it can make cheaper heavy-payload, long-range cruise missiles. Covenant President and Chief Growth Officer Abby Denburg joins Ed Ludlow

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Agility Robotics unveiled Digit 5, a new humanoid designed to safely work alongside people without the physical barriers required by earlier models. Agility Robotics CEO Peggy Johnson joins Bloomberg Tech’s Ed Ludlow to discuss how the robot can take on more complex warehouse and manufacturing tasks as Agility looks to expand deployments beyond the nine

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