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.

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.

Bloomberg TechnologyMay 16, 202613 min read