ANNOUNCER:
THIS IS BLOOMBERG TECHNOLOGY WITH CAROLINE HYDE AND ED LUDLOW. TIM: COMING UP, CLOUD NINE. BROADCOM IS UP, TOPPING $1 TRILLION

VALUATION AFTER POSTING BETTER THAN EXPECTED RESULTS. JEFF BEZOS LOOKS FOR HELP, AND SAN FRANCISCO'S INCOMING MAYOR WANTS TO TAKE ADVANTAGE OF THE AI BOOM FOR THE REVIVAL OF THE

CITY.
LET'S GET A CHECK ON BROADCOM. ABIGAIL: IMPRESSIVE RALLY. SHARES UP 19% ON THE DAY, NEAR SESSION HIGHS. INVESTORS WERE SURPRISED BY THE DEGREE OF POSITIVITY.

INVESTORS LOVE AI. THEY ARE SAYING THEY CAN GROW THEIR AI BUSINESS IN THE FIRST PART OF THE QUARTER BY 65%, AND BY 2027 THE AI COMPONENTS MARKET COULD BE $90 BILLION.
LET'S PUT IT IN CONTEXT WITH ONE

OF THE MOST WELL-KNOWN COMPANIES, NVIDIA, AND THE S&P 500 STOCKS, CHIPS OVERALL INDEX.
THE BIG SPIKE TODAY. I THINK IT MAY BE THE BEST DAY EVER, GOING BACK TO '09. NVIDIA AND THE S&P; NOT SHABBY FOR BROADCOM THIS YEAR.

TIM: THANKS.
DEEPER DIVE INTO BROADCOM. YOU JOINED US LIVE YESTERDAY AS THE NUMBERS ROSE.  THE SHARES THEN WENT NEGATIVE; WHAT HAPPENED ON THE EARNINGS CALL?

REPORTER: THE MASSIVE 2027. IT GAVE INVESTORS A QUANTIFIABLE TARGET INSTEAD OF WORRYING ABOUT THE NEAR TERM.
TIM: AI REVENUE GREW 220% DURING THE YEAR, FUELED BY DEMAND FOR

PROCESSORS AND COMPONENTS.
DEMAND FOR NON-AI CHIPS WILL BE DOWN IN THE FIRST QUARTER.
SHOULD INVESTORS WRITE OFF NON-AI CHIPS? KUNJAN: THEY SHOULD, GIVEN THE GROWTH
RATES FOR THE AI BUSINESS.

IT WILL GROW TO BE THE MAJORITY.
THE NON-AI BUSINESS, AT 20%, WILL CONTINUE SHRINKING. ALL THE WORRIES ARE OUT THE
WINDOW. TIM: THANK YOU. MORE ON BROADCOM, IAN KING.

THEY HAVE BUILT THROUGH
ACQUISITIONS. DOES THIS CONTINUE?
IAN:
THEY SAID THEY WILL FOCUS ON BRINGING DOWN THE DEBT. DOES THIS MEAN THE STRATEGY OF
MAKING ACQUISITIONS IS A THING

OF THE PAST? NO, THEY'RE STILL LOOKING. TIM:
WHAT KIND OF COMPANIES HAVE THEY ACQUIRED?
WHAT COULD BE ON THEIR RADAR? IAN: THEY HAVE GONE THROUGH THE
PANOPLY.

THEY STARTED OFF WITH
SEMICONDUCTORS. THEY ACQUIRE FRANCHISES,
LONG-STANDING PARTS OF THE INDUSTRY THAT HE BELIEVES ARE
UNDERVALUED, MAKING THEM LEAN AND MEAN AGAIN.
THAT HAS BEEN SUCCESSFUL.

Most recently, they went for VM.
Who knows what they are going to do next?
All eyes are on Intel now. Tim: Perfect segue. The Intel CFO said a formal
separation of the factory and

product development divisions
is an open question and will be decided by the next leader of
the company. I thought this was put to bed
and Intel would stay the type of company it has been. Ian:

It had been put to bed by Pat
Gelsinger. He's not in the job anymore.
He said, "Stronger together, better together." One of the co-CEO replacements
said, "We think we are better

together," but both she and the
CFO said, "Yeah, it's not our call." In Wall Street minds, that
opened the door. Tim: Where could the company go?
Would it be public?

Would Broadcom be interested?
Ian: The focus was on what happens
to the product side and the manufacturing side; perhaps
these entities become separate. The manufacturing side is
piling on losses.

It's not in a financial
position to make an IPO a possibility now, probably not
for years, while it tries to build up its presence with
external customers. That's not an option.
It would have to be a new

Ownership with deep pockets. The product side is more healthy, particularly PCs. Qualcomm or Broadcom might see a use. Tim: Busy days ahead, appreciate you joining.

Swiss Code specializes in providing online financial services. Broadcom and tech platforms. What inning are we in?  It justifies the extension of the rally.

Broadcom announced revenue growth for the AI business of 220%. They are looking for 65% revenue growth. Those are the big numbers we like in the AI and tech stocks.

That's a boost. We are impressed by the production, a projection of a boom in the AI business, custom AI chips in the next few years that fits in the middle of this narrative.

Unfolding that the big tech companies are building their own chips. That means they will be users and winners. We expect a change of scenery in '25. Tim: Let's start with the losers. Who? Ipek:

I don't want to say losers. Nvidia is not smiling today. We are now in this narrative of big tech making 50% of its revenue last quarter trying to build their own chips.

Amazon training tips. Everyone is building their own chips for cost efficiency. Nvidia will have to replace these big tech companies with other customers. It's a red flag.

Tim: You're saying folks who have written this high for Nvidia should be thinking about getting out? Ipek: I wouldn't say that now. These worries that big tech companies will start slowing

spending has not materialized yet. TSMC November numbers; they announced a 34% growth in sales, which continues to back the narrative of robust AI demand for Nvidia chips.

There is a certainty this high concentration of big tech companies in their client book is something to be watched. Tim: Broadcom is smiling. What other names are you already bullish on?

bullish on? Ipek: We like AMD. It proposes cost-efficient, more affordable, as efficient, very efficient chips, which could be for sectors and companies who don't want the most premium chips but who want

good chips for day-to-day tasks with AI. That will be interesting. There is an opportunity for AMD to get into the race more seriously. Tim: Exuberance around AI has focused on chip companies.

WHAT IF WE MOVE BEYOND THAT?
WHO ELSE DO YOU SEE AS WINNERS? IPEK: ALL THE CLIENTS. THEY WILL GET IMPORTANT
EFFICIENCY GAINS AND COST EFFICIENCY. THAT'S WHY THIS IS HAPPENING.
THE ENERGY SECTOR WILL BENEFIT.

IT'S NOT CLEAR HOW PROVIDERS
ARE GOING TO BE IN A POSITION TO BENEFIT FROM AI, GIVEN THAT
ALTERNATIVE ENERGY SOURCES ARE NOT GOING TO OFFER ENOUGH
SCALABILITY TO MEET THE EXPONENTIALLY RISING ENERGY
DEMAND. TIM: NUCLEAR POWER IS

CAPITAL-INTENSIVE TO DEVELOP IN
THE U.S.  A COUPLE OF NEW GENERATORS HAVE BEEN BUILT IN THE
LAST COUPLE OF DECADES. WHO CAN PULL THIS OFF IN A FEW
YEARS, OR ARE WE TALKING ABOUT A

GENERATIONAL SHIFT? IPEK:
IT HAS BEEN CONTROVERSIAL IN EUROPE AS WELL.
WE HAVE BEEN CLOSING NUCLEAR PLANTS.
THIS YEAR WE HAVE STARTED SEEING A SHIFT IN MENTALITY
WHEN BIG TECH COMPANIES STARTED

ANNOUNCING THEY WOULD BE
INTERESTED IN USING NUCLEAR POWER INSTEAD OF FOSSIL FUELS --
ACTUALLY, EXXON WAS SAYING THEY WOULD OFFER GAS-POWERED PLANS
TO BIG TECH COMPANIES, WHICH

WOULD BE BUILT IN FIVE YEARS,
AND THEY ARE GOING TO OFFER THESE COMPANIES AN ALTERNATIVE
ENERGY SOURCE. BUT AT THE END OF THE DAY, WHEN TALKING ABOUT
TACKLING CLIMATE CHANGE AND

OFFERING ALTERNATIVES AND CLEAN ENERGY SOURCES, TODAY NUCLEAR LOOKS LIKE THE ONLY PLAUSIBLE OPTION THAT COULD SATISFY OUR INCREASING AND EXPONENTIALLY INCREASING NEEDS. TIM:

THANKS FOR STAYING UP LATE FOR US. COMING UP, JEFF BEZOS LOOKS TO TRUMP'S ADMINISTRATION TO PROPEL HIS SPACE AMBITIONS DESPITE THEIR PAST FEUDS.

TIM: JEFF BEZOS MET WITH PRESIDENT-ELECT TRUMP TO DISCUSS PROJECT KUIPER, LOOKING TO THE NEW ADMINISTRATION FOR HELP AGAINST ELON MUSK. PROJECT KUIPER WAS SUPPOSED TO BE A COMPETITOR TO STARLINK.

BRUCE: IT IS NOT THERE YET. AMAZON WANTS THEIR PROJECT TO DO SOMETHING SIMILAR TO STARLINK. THE FIRST GOAL WAS TO HAVE OPERATIONAL SATELLITES LAUNCHED BY THIS TIME.

THEY HAVE ENCOUNTERED DELAYS IN LAUNCHING. THEY ARE LOOKING TO LAUNCH THE FIRST BATCH EARLY NEXT YEAR AND HAVE SERVICE STARTING LATER IN THE YEAR. ONE PROBLEM IS THEY HAVE A DEADLINE THEY RECEIVED FROM THE

FCC WHEN THEY GOT THE LICENSE IN 2020. OVER 1600 SATELLITES NEED TO BE OPERATING BY THE MIDDLE OF '26. IF THEY DON'T MEET THAT DEADLINE, THEY NEED AN FCC EXTENSION.

TIM: ONE CHALLENGE IS GETTING
SATELLITES INTO ORBIT. BLUE ORIGIN IS A POSSIBILITY.
IF THEY CANNOT PULL IT OFF, CAN THEY RELY ON SPACEX? BRUCE:
THEY HAVE A CONTRACT WITH

SPACEX TO LAUNCH ON THREE
SPACEX ROCKETS. THAT IS A TINY PART OF THEIR
TOTAL LAUNCH NEEDS. AMAZON IS LOOKING TO NEW
ROCKETS FROM BLUE ORIGIN, JEFF

BEZOS' COMPANY, AS WELL AS
UNITED LAUNCH ALLIANCE, THE JOINT VENTURE BETWEEN BOEING
AND LOCKHEED MARTIN. THOSE COMPANIES ALL HAVE NEW
ROCKETS.

AMONG THE THREE, THOSE ROCKETS
HAVE LAUNCHED THREE TIMES. THEY DON'T HAVE A TRACK RECORD.
IT TAKES A WHILE TO GET ROCKETS UP AND RUNNING ON A FREQUENT LAUNCH
SCHEDULE. IT'S A BIG CHALLENGE.

SPACEX HAS ITS OWN ROCKETS. TIM:
ELON MUSK AND PRESIDENT-ELECT TRUMP WERE CLOSE.
$200 MILLION MUSK SPENT TO HELP GET TRUMP ELECTED.
HOW BAD IS THAT FOR BEZOS?

BRUCE:
MUSK AND THE PRESIDENT-ELECT WERE CLOSE.
PRESIDENT TRUMP'S FIRST TERM HAD RUN-INS WITH JEFF BEZOS.
THERE WAS CRITICISM FROM THE PRESIDENT OF BEZOS, WHO OWNS THE
WASHINGTON POST. AMAZON WENT TO

COURT IN THE FIRST TERM, ALLEGING UNFAIR TREATMENT OF THE COMPANY, SAYING THEY HAD BEEN CUT OUT OF CONTRACTS WITH DOD. THERE IS HISTORY. RECENTLY, WE HAVE SEEN UPBEAT COMMENTS FROM JEFF BEZOS ABOUT

THE NEW ADMINISTRATION. TIM: THANKS. ANOTHER STORY: ELON MUSK IS LOOKING TO TRANSFORM STARBASE INTO A NEW CITY, THE SITE IN TEXAS CURRENTLY THE LOCATION FOR BUILDING STARSHIP ROCKETS. THIS CREATED 3000 JOBS.

SEVERAL STEPS NEED TO OCCUR BEFORE STARBASE CAN BE CREATED AS A NEW CITY, INCLUDING PERMISSION FROM LOCAL AUTHORITIES. THE INTERSECTION OF AI AND SPORTS, NEXT. THIS IS BLOOMBERG.

TIM: THE NEW YORK ISLANDERS ARE PUTTING AI INTO ACTION WITH VIAM. ELLIOTT HOROWITZ, CEO AND FOUNDER. THIS IS NOT YOUR FIRST RODEO. WHAT'S THE PROBLEM YOU IDENTIFIED?

>> PHYSICAL DEVICES IN THE REAL WORLD. WE ALL WANT TO HAVE THE REAL WORLD BE BETTER FOR US. WE BUILT VIAM TO BE AN ENGINEERING PLATFORM FOR PHYSICAL DEVICES. IT'S ALL ABOUT MAKING IT EASIER

TO BUILD THESE PRODUCTS. YOU NEED SOFTWARE ENGINEERS, MECHANICAL ENGINEERS, AI ENGINEERS. HOW DO YOU MAKE IT 10 TIMES EASIER TO BRING PRODUCTS TO LIFE? TIM: YOU ARE WATCHING THE ISLANDERS GAME.

YOU HAVE TO USE THE RESTROOM. YOU CAN OPEN THE APP AND SEE HOW LONG IT WILL TAKE AND WHERE TO GO? ELIOT: EXACTLY. HOW DO YOU MAKE THE EXPERIENCE OF GOING TO A GAME, ANY EVENT

AT UBS ARENA, BE AS GREAT AS POSSIBLE? DO I HAVE TO WAIT IN LINE FOR THE BATHROOM? YOU CAN OPEN THE APP AND SEE WHICH BATHROOM HAS THE SHORTEST LINE. TIM: WHAT'S THE HARDWARE THAT HAS TO

BE INSTALLED AT THE ARENA? ELIOT: WE ADDED ALMOST NO HARDWARE. THE EXISTING SECURITY CAMERAS ARE IN PLACE; WE'RE TAPPING INTO THE EXISTING... LOOK AT THOSE CAMERAS. TIM: WHAT'S THE TECH LAYER? ELIOT:

THE EXISTING CAMERAS AND VIAM, TAPPING INTO THEM, LOOKING AT THE FEEDS IN REAL TIME, DOING AI IN THE ARENA AND PUSHING DATA TO THE APP. TIM: YOU RAISED $90 MILLION. HOW LONG DOES THE RUNWAY GIVE

YOU? WHEN DO YOU NEED TO RAISE MORE? ELIOT: WE ARE ALWAYS TALKING ABOUT RAISING MORE MONEY. VIAM IS NOT LACKING AMBITION. WE THINK OF EVERYTHING FROM IN YOUR HOUSE, ARENAS, FAN EXPERIENCE, EVERYTHING TO

CLEANING THE OCEANS. WE ARE DOING INTERESTING PROJECTS ALL OVER THE PLACE. TIM: ARE YOU TALKING TO INVESTORS NOW? ELIOT: EVERY WEEK. TIM: ARE YOU GETTING INCOMING INTEREST?

ELIOT:
There's a lot of interest in physical devices, the physical
world, and AI. We are focused on short-term
wins and making practical things better every day. TIM:
What do you envision for a home

in a perfect world? ELIOT: People have something in their
house that is smart. AC, lights. Devices that aren't smart, most
of those are not great user experiences.

When an air conditioner breaks,
someone looks at it. Why can't they have a computer
attached, always monitoring the AC so they know and can tell
you ahead of time -- it will

probably break in weeks.
Should we come and fix it? Practical, real-world things.
TIM: We had to get a new washing machine.
It is supposed to connect to the internet. It doesn't. ELIOT:
This is what we hear.

Building devices is just too
hard. TIM: Eliot Horowitz joining us here
in New York. Coming up, crypto and the
upcoming Trump administration. This is Bloomberg.

♪ TIM:
Welcome back to "Bloomberg Technology." I am Tim Stenovec.
Let's look at Bloomberg Markets; shares are up right
ow, close to 20%.

$215 is where it's trading at. A little earlier in the session, surging today to a $1 trillion market cap for the first time ever after predicting a boom in demand for its AI chips.

Sales of AI are going to gain 65%, far faster than the semiconductor growth of 10%. The addressable market for AI components that it supplies for data centers, those hyperscale, will reach as high as $90 billion by fiscal 2027.

Let's take a look at what shares of Tesla are doing, not just today, which is at a record, but over the last couple of months.

It has almost doubled in value since the election. Today's news is that the Trump administration transition team could scrap an order that requires farm agents to report crashes involving self-driving systems. That came a little

earlier in the day. Certainly, those who have been in Tesla in the last couple of months and even before that have gotten big payoffs. Let's keep digging into the must-own Elon Musk trade now.

Give us an understanding of who has stuck by Elon Musk over the last few years and how their payoff looks at the end of this year. >> We have quite a few funds who have placed big bets on

Elon Musk, which, you can imagine, for the start of the year, it was not a great performance. We are seeing a rapid shift in fortunes. One of the few funds that has so much exposure to SpaceX, the

fund has soared more than 500% since the election. An incredible rally. This is due to the price of the underlying growing. More importantly, it is due to the very big demand we are seeing from retail traders.

They are paying 10 times more than the actual price of the underlying assets. We have a few big names like Ron Baron, who famously bet on Tesla and SpaceX. He was flat on the year.

In a couple of weeks, he is up 40% on the year. A massive change for everyone who placed a bold bet on anything Elon Musk. Tim: I wanted to know what extent this

depends on a close relationship with the president and what happens if this relationship sours, given the increase that we have seen in such a short time. >> A lot of the speculation and rallying we have seen lately,

we have seen obviously SpaceX get a lot of its contracts, our government contracts. You can imagine people are quite happy with that. A lot of people are thinking that will be favorable.

FOR TESLA. A LOT OF THE INCOMING ADMINISTRATION NEWS CYCLES WE HAVE SEEN HAS BEEN PERCEIVED TO BE QUITE FAVORABLE FOR THOSE COMPANIES. YOU CAN IMAGINE MORE BROADLY

THE RALLY WE ARE SEEING SLOW DOWN A LITTLE BIT AT THE MOMENT. WE ARE SEEING BIG COMPANIES STRUGGLE, BUT TESLA CONTINUES TO SCORE GAINS, AND THE GAINS HAVE BEEN INCREDIBLE. TESLA HAS ADDED MORE THAN $500

BILLION SINCE THE ELECTION. AN INCREDIBLE RALLY. TIM: ELON MUSK REMAINS THE WORLD'S WEALTHIEST PERSON AND SURPASSED $400 BILLION IN NET WORTH. ELON MUSK'S INFLUENCE LOOMS

LARGE, EVEN HEADING THE NEWLY CREATED DEPARTMENT OF GOVERNMENT EFFICIENCY, DOGE. LET'S BRING IN AYA KANTOROVICH FOR HER READ ON CRYPTO MARKETS IN 2025.

SO, THE AMAZING RUN-UP THAT WE HAVE SEEN IN MANY DIFFERENT CRYPTOCURRENCIES, BUT MAINLY BITCOIN, OVER THE LAST FEW MONTHS HAS BEEN ON HOPES OF THE TRUMP ADMINISTRATION BEING MORE

LENIENT WHEN IT COMES TO REGULATIONS. IT IS HOPE. NOW THE ADMINISTRATION HAS TO DELIVER. WHAT DO YOU WANT TO SEE? >> YOU ARE RIGHT. WE SAW IT WITH TRUMP AT THE NEW

NEW YORK STOCK EXCHANGE.
HE WANTS THE UNITED STATES TO BE THE NUMBER ONE LEADER IN
CRYPTOCURRENCY IN THE WORLD.
THAT IS A DIFFERENT NARRATIVE FROM WHAT WE HAVE SEEN IN THE
LAST FOUR YEARS.

WE HAVE SEEN THE TRUMP
ADMINISTRATION FOCUS ON THIS $150K BITCOIN PRICE.
WE HAVE SEEN MARKETS RESPOND TO THAT; OPTION CALL BUYERS.
A LOT OF PEOPLE, AS YOU MENTIONED, ARE BASING THEIR
EXPECTATIONS ON A MUCH MORE

FAVORABLE ADMINISTRATION.
THAT CAN BE SEEN IN MANY AREAS. WE SEE GARY GENSLER COMING IN AS
THE SEC CHAIRMAN AND COMMISSIONER.
THAT IS GOING TO BE VERY POSITIVE FOR CRYPTO COMPANIES
THAT ARE CENTRALIZED.

WE STILL NEED TO SEE WHAT THAT
MEANS FOR DECENTRALIZED FINANCE AS WELL.
ESPECIALLY AS IT PERTAINS TO (potential mishearing, needs clarification) SANCTIONS.
IT MEANS THE NARRATIVE WAS FRONT AND CENTER AND YOU ARE
SEEING THE MOMENTUM IN ETF

APPLICATIONS. TIM:
DOES IT SEEM LIKE IT COULD BECOME THE WILD WEST TO YOU?
AYA: WE ARE HOPING WE WILL GET CLEAR
GUIDELINES. THAT IS ONE OF THE MAIN PIECES
OF HAVING A ROLE WITHIN THE

WHITE HOUSE THAT IS FOCUSED ON
CRYPTO. YOU HAVE DAVID SACHS SPEARHEADING A LOT OF THAT.
WHAT WE ARE LOOKING TO GET FROM THAT, HE HAS INVESTED IN
A BUNCH OF THESE COMPANIES, IS RULES

AND REGULATIONS ON WHAT WE NEED TO DO. TIM: DO YOU THINK IT IS A CONFLICT OF INTEREST THAT HE HAS INVESTED IN THESE COMPANIES, BUT HE WILL ADVISE THE PRESIDENT ON MAKING RULES? AYA: YOU COULD SAY THAT ABOUT A

COUPLE OF PEOPLE ADVISING IN THE ADMINISTRATION. YOU STILL NEED TO HAVE THIS GET APPROVED BY CONGRESS AND HAVE IT APPROVED ON A STATE LEVEL. YOU ARE SEEING A LOT OF STATES START TO JUMPSTART THIS. YOU ARE SEEING STATES SUCH AS

TEXAS, MOST RECENTLY THIS WEEK, SAY THEY WANT TO HAVE BITCOIN AS A RESERVE CURRENCY FOR THE STATE. THE U.S. HAS SPOKEN ABOUT IT. YOU ARE SEEING A NUMBER OF STATES SAY THEY ARE GOING TO GO AHEAD AND DO THAT.

I THINK YOU WILL SEE A LOT OF CHECKS AND BALANCES ON THE STATE AND FEDERAL LEVEL, AND WE ARE EXCITED TO SEE THAT PLAY OUT. >> BRIAN IS A TOP CONTENDER TO LEAD THE CFTC UNDER PRESIDENT

TRUMP. WHAT KIND OF ROLE DO YOU THINK HE WOULD PLAY IN SHAPING CRYPTO POLICY? AYA: HE'S BEEN OPEN IN WHAT HE HAS SAID PUBLICLY AND THE GUIDANCE HE HAS GIVEN. UNIT SWAP IS ONE OF THE LARGEST

ONES, A DECENTRALIZED EXCHANGE PLATFORM. WHAT YOU WILL SEE IS THAT A LOT OF THESE CURRENCIES WILL FALL UNDER THE CFTC. THE CFTC HAS GIVEN CLEAR GUIDELINES, SO WE ARE EXCITED TO CONTINUE TO PUSH IN PARTNERSHIP WITH

TIM: ARE YOU CONCERNED THERE COULD BE CLEAR WINNERS AND LOSERS HERE, GIVEN THAT THERE ARE PEOPLE FROM CERTAIN VENTURE-CAPITAL FIRMS WHO HAVE THE PRESIDENT'S EAR? ELON MUSK HAS THE PRESIDENT'S EAR, BUT NOT...

EVERYBODY WILL HAVE HIS EAR. WILL THERE BE CLEAR WINNERS AND LOSERS AS A RESULT OF ACCESS? AYA: THAT'S A VERY GOOD QUESTION. IT BOILS DOWN TO WHAT THE GUIDELINES AND RULES ARE. IF YOU PICK A CLEAR WINNER

BASED ON SOMEONE'S RELATIONSHIP WITH A SPECIFIC COMPANY OR THEIR PREVIOUS INVESTMENTS, IT REALLY DEPENDS ON WHY. IS IT A COMMODITY OR A SECURITY? AND THEN, BOILING THAT DOWN...

THEN WE CAN TAKE THAT GUIDELINE AND APPLY IT TO OTHER WINNERS AS WELL. TIM: WHAT HAPPENS IF THERE IS A MELTDOWN AKIN TO WHAT WE SAW WITH FTX TWO YEARS AGO IN THE COMING

Broadcom Hits $1T Valuation, Bezos Looks For Trump Help | Bloomberg Technology

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브로드컴의 기록적인 성과와 AI 성장

Broadcom, 기대 이상의 성과로 기업가치 1조 달러 돌파.

주가는 19% 상승하며 투자자들을 놀라게 했습니다.

1분기에 65%의 AI 비즈니스 성장과 2027년까지 900억 달러 규모의 AI 구성 요소 시장이 형성될 것으로 예상됩니다.

Broadcom과 Nvidia 및 S&P 500의 실적 비교.

Broadcom의 실적 발표와 2027년 전망의 영향에 대해 논의합니다.

Broadcom의 인수 전략 및 향후 계획

부채 감축에 집중하되, 인수에 대한 관심은 계속 유지합니다.

다양한 반도체 프랜차이즈에 대한 과거 인수 사례.

저평가된 기업을 인수하고 운영을 간소화하는 전략.

인텔의 제품 또는 제조 사업부 인수 가능성에 대한 추측.

빅테크의 자체 칩 개발이 칩 회사에 미치는 영향

대형 기술 기업들이 자체 칩을 개발하면서 잠재적으로 Nvidia의 수익에 영향을 미칠 수 있습니다.

엔비디아는 대기업 의존도 감소를 상쇄하기 위해 새로운 고객을 찾아야 했습니다.

대기업의 자체 칩 개발을 주도하는 비용 효율성.

TSMC의 11월 매출 성장률은 견조한 AI 수요가 지속되고 있음을 보여줍니다.

비용 효율적인 AI 칩으로 인해 AMD에 대한 긍정적인 전망.

AI의 광범위한 영향력과 에너지의 미래

AI는 에너지를 비롯한 다양한 분야에 긍정적인 영향을 미치고 있습니다.

증가하는 수요를 충족하기 위해 대체 에너지원을 확장하는 데 따르는 어려움.

증가하는 에너지 수요에 대한 잠재적 해결책으로 원자력이 떠오르고 있습니다.

대기업의 관심으로 인해 원자력에 대한 인식이 바뀌고 있습니다.

엑손은 대체 에너지원으로 가스 발전소를 제안했습니다.

제프 베조스의 프로젝트 카이퍼와 SpaceX와의 경쟁

베조스는 프로젝트 카이퍼에 대한 새 행정부의 지원을 요청합니다.

Project Kuiper의 지연과 FCC 기한을 맞추기 위한 필요성.

위성 발사의 어려움과 SpaceX 및 기타 제공업체에 대한 의존도.

베조스와 트럼프 행정부 사이의 과거 긴장 관계.

스포츠의 AI와 스마트 기기의 미래

팬 경험을 개선하기 위해 AI를 활용한 뉴욕 아일랜더스의 사례.

물리적 디바이스를 더 쉽게 개발할 수 있는 Viam의 플랫폼입니다.

AI를 사용하여 화장실 대기 시간을 줄이는 등 경기장 경험을 최적화합니다.

기존 보안 카메라와 AI를 사용하여 하드웨어 추가를 최소화합니다.

예측 유지 관리 기능을 갖춘 더 스마트한 홈 디바이스를 위한 비전.

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테슬라의 주가 급등과 기록적인 시가총액.

Broadcom의 예상 AI 매출 성장률과 대응 가능한 시장.

자율 주행 충돌 보고 규정의 잠재적 변경 가능성.

Tesla 및 SpaceX에 상당한 금액이 투자된 펀드와 그 수익률.

테슬라의 성공에 대통령의 관계가 미친 영향에 대한 추측이 난무하고 있습니다.

암호화폐 시장과 트럼프 행정부의 잠재적 영향력

최근 비트코인의 상승세는 보다 관대한 규제에 대한 기대감에 힘입은 것입니다.

미국을 암호화폐의 리더로 만들겠다는 트럼프 행정부의 목표.

비트코인 가격 15만 달러에 대한 추측에 대한 시장의 반응.

게리 겐슬러의 리더십이 중앙화된 암호화폐 기업에 미칠 수 있는 잠재적 영향.

암호화폐 시장에서 명확한 가이드라인과 규제가 필요합니다.

아처와 안두릴의 새로운 파트너십, 4,000만 달러 투자.

방위 산업에서 아처를 위한 기회.

방위 애플리케이션을 위한 레이더 신호가 적은 하이브리드 전기 항공기를 개발합니다.

별도의 방위 사업부를 신설하고 사업을 확장합니다.

항공기에 대한 제한된 인프라 요구 사항.

AI 붐과 도시 활성화를 위한 샌프란시스코의 접근 방식

AI 붐의 중심에 있는 샌프란시스코의 위치와 도전 과제

샌프란시스코를 AI의 본거지로 만들겠다는 시장 당선자의 약속.

비즈니스뿐만 아니라 예술과 문화를 되살리는 데에도 집중하세요.

헬스케어, 생명공학, 부동산 등 다양한 분야를 육성할 계획입니다.

Liquid AI의 자금 조달과 웜 브레인에서 영감을 얻은 신경망의 잠재력

Liquid AI는 2억 5천만 달러의 펀딩 라운드와 23억 달러의 기업 가치를 인정받았습니다.

AI의 새로운 영역으로서 웜의 뇌에서 영감을 얻은 신경망에 대한 탐구.

자율 주행 자동차 등 웜 브레인에서 영감을 얻은 신경망의 잠재적 응용 분야.

AMD의 Liquid AI에 대한 투자는 새로운 AI 모델에 대한 관심을 반영합니다.

새로운 기술을 테스트하고 확장하는 데 따르는 어려움.