Caroline Hyde
Caroline Hyde is a Bloomberg Television journalist and co-host of Bloomberg Technology, the daily technology news program she hosts from New York.
U.S. Chip Expansion Needs 150,000 More Workers
SEMI’s Shari Liss told Bloomberg Technology that the main constraint on US semiconductor expansion is no longer just fab construction, but the workforce needed to operate it. She said CHIPS Act investments are creating rapid domestic growth that will require about 150,000 additional workers, from fab technicians and engineers to researchers and business roles, and that the US must build regional training pipelines and student awareness fast enough to support the manufacturing capacity it wants to bring home.
Figma Says AI Makes Design More Valuable as Code Gets Easier
Figma CEO Dylan Field told Bloomberg that the company’s stronger-than-expected quarter shows AI is expanding rather than undermining its market. He argued that as large language models make code easier to generate, design becomes the more valuable layer above it — while acknowledging that AI features carry real inference costs that Figma is now trying to monetize through usage credits.
MiniMed Bets Automated Insulin Delivery Can Cut Diabetes Decision Fatigue
MiniMed chief executive Que Dallara argues that insulin-dependent diabetes care remains too manual, with patients still making scores of dosing decisions each day. In a Bloomberg Technology interview after MiniMed’s IPO, Dallara said the former Medtronic Diabetes business is trying to become the “self-driving car” of diabetes care by combining sensors, pumps, pens and software into an automated insulin-management loop.
AI and Robotics Will Make Today’s Hospitals Look Archaic
BD chief executive Tom Polen argues that AI and robotics will change hospitals so substantially over the next decade that today’s practices will look archaic. In a Bloomberg interview with Caroline Hyde, he described BD’s approach as an operational transformation: predictive AI for intensive-care patients, robotics to take non-clinical work off nurses, more care delivered at home, and supply chains built for resilience rather than just efficiency.
OpenAI Prepares Legal Action as Apple Partnership Falls Short
Bloomberg’s Mark Gurman reports that Apple’s partnership with OpenAI has deteriorated because OpenAI expected deep ChatGPT integration across Apple software and a multibillion-dollar annual opportunity, but received a narrower set of features. Gurman says OpenAI has tried to renegotiate, believes talks have stalled, and is preparing possible legal action while still seeking an out-of-court resolution. Apple has not commented, but Gurman says it has its own concerns about OpenAI’s privacy practices, durability, leadership, and recruitment from Apple hardware teams.
Cerebras Raises $5.55 Billion as AI Infrastructure Demand Lifts Tech Markets
Cerebras raised $5.55bn in the year’s largest US IPO while Cisco shares jumped on a higher hyperscaler-orders forecast, putting both a new AI compute listing and an incumbent networking supplier in the market’s AI infrastructure trade. Cerebras CEO Andrew Feldman argued that the company’s wafer-scale systems, OpenAI deal and AWS engagement show it can become a major compute supplier; Bloomberg reporters pressed the harder question of how much of today’s AI infrastructure demand will turn into broad, durable revenue.
Ericsson Says Beating China Requires Technology Leadership, Not Exclusion
Ericsson chief executive Börje Ekholm told Bloomberg Technology that competing with China in telecoms requires more than excluding Chinese vendors: Western companies have to match China’s scale, technology curve and cost discipline. He described China as both a market Ericsson needs to be in and the benchmark for competition, while arguing that the company’s hedge is to build strength in the U.S., India and Japan and maintain flexible manufacturing and R&D. Ekholm also cast AI as a future network-demand story, saying physical-world AI will require low-latency connectivity at the edge.
Oura Seeks Clinical Validation for Longer-Term AI Health Prediction
Oura chief executive Tom Hale told Bloomberg Technology that the company’s AI work is not a new response to the current market cycle but an extension of years of prediction work in wearables. His argument is that Oura can move from near-term wellness signals, such as illness or menstrual-cycle alerts, toward longer-range health guidance, provided the science and regulatory validation support it. Hale said the company is still stopping short of diagnosis while it works with the FDA, including on blood-pressure submissions, and framed Oura’s hardware as an advantage in an AI market where software is easier to copy or generate.
Anthropic Seeks $30 Billion at More Than $900 Billion Valuation
Bloomberg’s technology program framed the day’s AI trade around access to scarce capacity: Nvidia chips for China, private capital for Anthropic, and manufacturing scale for Anduril. Its central report was that Anthropic is in early talks to raise at least $30 billion at a valuation above $900 billion, a deal Bloomberg’s Natasha Mascarenhas said would mark a major shift in the private AI hierarchy if completed. The program also treated Jensen Huang’s last-minute role in Trump’s China trip as a test of whether chip access can become a diplomatic deliverable without undermining Beijing’s domestic semiconductor strategy.
Varda Plans Orbital Drugmaking Flights for United Therapeutics Within a Year
Varda Space Industries CEO Will Bruey argues that the company’s deal with United Therapeutics is an early test of whether microgravity can become a practical input in pharmaceutical formulation rather than a space-research novelty. Speaking to Bloomberg Technology, Bruey said Varda is already working with United on the ground and plans to send drugs into orbit in the next year, using low Earth orbit as a manufacturing step that could improve dosage form, stability or bioavailability before returning the material to Earth.
Affirm Targets $100 Billion in Volume as Profitability Floor Rises
Affirm chief executive Max Levchin told Bloomberg that the company’s new $100 billion gross merchandise volume target is a waypoint rather than a ceiling, arguing that the business can grow faster while improving its profitability floor. His case rests on Affirm becoming more than a checkout financing option: consumers are coming directly to the company, merchants are seeking incremental sales through its network, and AI-mediated shopping could put Affirm earlier in the purchase process.
Anduril Raises $5 Billion to Scale High-Volume Weapons Production
Anduril CEO Brian Schimpf told Bloomberg that the company’s $5bn funding round, valuing it at $61bn, is intended to accelerate production rather than complete a single factory project. He argued that demand in defense is shifting toward high-volume, lower-cost systems that can be manufactured quickly, making production capacity, replenishment and private capital central to Anduril’s strategy.
Korean AI Dividend Proposal Triggers Semiconductor Stock Selloff
A South Korean policy chief’s proposal to return part of AI-related gains to citizens jolted the country’s chip market, with Samsung and SK Hynix closing down around 5% after Kim Yong-beom argued that profits from the AI infrastructure era should be shared more broadly. Bloomberg reported that the presidential office later described Kim’s post as personal opinion, while the same program pointed to related pressure points in the AI boom: CME’s plan with Silicon Data for compute futures and Nvidia CEO Jensen Huang’s absence from Trump’s China delegation as approval for Blackwell sales looked unlikely.
CME Plans Futures Contracts for GPU Computing Power
CME Group and Silicon Data are trying to make computing power tradable as a futures product, Bloomberg’s Katherine Doherty says, using an index of compute prices as the basis for contracts that would let companies and investors hedge future price moves. Doherty frames the plan as an effort to treat GPU processing capacity less as a procurement cost and more as a commodity exposure, though the market still needs regulatory approval and enough liquidity to function.
SAP Says ERP Context Will Make AI Agents Reliable for Business
SAP chief executive Christian Klein used Bloomberg Technology to frame the company’s new autonomous enterprise platform as a bet that AI agents need business context more than proprietary models. He argued that SAP’s advantage is its access to ERP data and process knowledge, which can make agents reliable enough to coordinate work across finance, commerce, inventory, procurement and supply chains. Pressed on competition from partners such as AWS, Klein said SAP’s role is to provide the enterprise context layer while working with hyperscalers and data platforms to harmonize data beyond SAP systems.
Small Seed Checks Still Drive Venture-Scale Returns
A-Star co-founder and general partner Bennett Siegel argues that venture-style outperformance still depends on small, early checks rather than joining the largest AI financings. In a Bloomberg Tech interview, Siegel said A-Star’s new $450 million fund is designed to preserve its seed-stage discipline: backing a limited number of companies before products, markets and consensus are fully formed, then following on selectively as winners emerge. He frames billion-dollar formation rounds as a separate market, not proof that traditional seed investing has lost its relevance.
Cerebras Seeks $4.8 Billion as AI Compute Demand Lifts IPO Market
Bloomberg Technology’s Caroline Hyde and Ed Ludlow framed Cerebras’ upsized IPO as part of a wider shift in which AI infrastructure is drawing capital across chips, data centers, power, payments and security. Bloomberg’s Rebecca Torrence said the Cerebras offering was more than 20 times oversubscribed, while other guests argued that investor demand is being supported by earnings growth, capacity constraints and expanding use cases rather than chips alone. The broadcast’s through-line was that the AI buildout is becoming a market-wide infrastructure trade, with financing, energy supply, stablecoins, cybersecurity and local hardware all pulled into the same investment case.
Rezolve Frames Hostile Commerce.com Bid Around Stagnant Growth and Merchant Scale
Rezolve AI chief executive Dan Wagner used a Bloomberg Technology interview to defend his hostile bid for Commerce.com as an effort to accelerate Rezolve’s push for leadership in commerce and retail AI. Wagner argued that Commerce.com’s 60,000 merchants are an underused asset held back by weak growth and limited innovation, while Rezolve’s own revenue momentum and anti-hallucination technology could make that customer base more valuable under its control.
Rising Productivity Has Not Settled AI’s Role in the Labor Market
Bloomberg’s Stacey Vanek Smith describes a $400 wager between Stanford’s Erik Brynjolfsson and Northwestern’s Robert Gordon over whether US productivity growth will average 1.8% from 2020 to 2030. Smith says recent data, including 2.9% year-over-year growth in early 2026, suggest productivity is improving, but she cautions that the figures do not show how much is due to AI. The central dispute is whether AI is making workers more productive, or whether layoffs are raising output per hour by reducing labor hours.
Circle Says USDC Utility Can Offset Lower Reserve Yields
Circle CEO Jeremy Allaire told Bloomberg Technology that falling interest rates are not the defining constraint on the stablecoin issuer’s growth, arguing that USDC’s utility, transaction volume and network effects matter more than reserve yield alone. Pressed on Circle’s exposure to lower returns on the assets backing USDC, Allaire pointed to nearly $30 trillion of first-quarter on-chain USDC transactions, ARC’s planned launch and rising payments-network volume as evidence that Circle is trying to build a broader platform business around stablecoin activity.
AI Infrastructure Buildout Is Broadening the Stock Rally Beyond Tech
Carol Schleif, chief market strategist for Bank of Montreal, argues that the AI-driven equity rally is broader than the familiar mega-cap technology trade. In a Bloomberg Technology interview, she says earnings and revenue growth across much of the market, along with a multi-year infrastructure buildout in power, chips, materials and supply chains, are giving the rally fundamental support even as investors worry about geopolitical and energy bottlenecks.
SpaceMob Investors Help Push AST SpaceMobile Toward a $25 Billion Valuation
Bloomberg’s Sana Pashankar reports that AST SpaceMobile’s retail backers, who call themselves the SpaceMob, are helping turn the satellite-to-phone company into a major public-market story. She argues the group differs from earlier meme-stock crowds because its members see AST less as a short-term trade than as a bet on direct-to-device satellite connectivity and the possibility of a much larger business. The segment ties that conviction to AST’s sharp share-price rise, while stopping short of proving how much the online community itself has driven the move.
AI Skills Are Becoming the New Entry-Level Hiring Signal
Clara Shih, founder and CEO of the New Work Foundation and former Meta business head, argues that recent graduates are entering a labor market where AI skills have become a decisive hiring signal while traditional entry-level pathways weaken. In a Bloomberg Technology interview with Caroline Hyde, Shih says schools are often failing to prepare students for that shift, even as AI agents take on work once assigned to junior employees and 42% of recent graduates remain underemployed.
Enhanced Goes Public at $1.2 Billion Ahead of Drug-Friendly Games
Enhanced CEO Maximilian Martin told Bloomberg Technology that the newly public company is trying to build a sports and consumer-products business around open, medically supervised performance enhancement. Fresh from a SPAC merger that valued Enhanced at $1.2bn, Martin argued that the Enhanced Games and its related “Live Enhanced” platform should let fans, customers and retail investors own part of what he called a movement. His central claim is that the model is not illicit “Olympics on steroids,” but enhancement using FDA-approved substances under doctor supervision and repeated medical screening.