Dana Wollman
Senior Editor for Technology U.S.-East at Bloomberg, covering technology companies and developments including AI infrastructure, consumer technology, chips and major tech partnerships such as Apple and OpenAI.
Starship V3 Scrub Delays SpaceX’s IPO-Timed Reuse Test
Bloomberg Technology framed the day’s tech news around a common test: whether ambitious hardware and AI claims can be backed by execution. Ed Ludlow and guests treated SpaceX’s scrubbed Starship V3 launch as more than a minor delay, because the vehicle is central to SpaceX’s payload, reuse and IPO story, while Lenovo CFO Winston Cheng argued that the company’s AI growth rests on both devices and infrastructure despite component constraints. The program also contrasted Zoom’s usage-based AI pitch with Bloomberg reporting that some Salesforce agentic AI demonstrations remain ahead of real customer deployment.
AI Competition Shifts From Models to Chips, Power, and Supply Chains
Bloomberg Technology framed the latest AI race less as a contest over individual products than as a fight over infrastructure constraints, from Nvidia chip export politics and U.S. semiconductor labor to cloud spending, energy, memory and data-center capacity. Ed Ludlow, Caroline Hyde and Bloomberg reporters treated Donald Trump’s discussion of Nvidia’s H200 chips with Xi Jinping as emblematic of that shift: significant for markets, but short of any clear export deal. The program’s interviews with Goldman Sachs’ Eric Sheridan, OpenAI CFO Sarah Friar and Figma CEO Dylan Field similarly argued that compute, distribution and ownership of the stack are becoming the decisive limits on AI growth.