Dani Burger
New York-based Bloomberg Television anchor who co-hosts Bloomberg Open Interest and anchors Bloomberg Deals, covering global finance, private capital, markets, investing, M&A, and interviews with senior leaders across asset management, private equity, policymaking, and corporate sectors.
Scarce Infrastructure Is Driving Valuations for Nvidia, SpaceX, and AI Labs
DA Davidson’s Gil Luria and Switchyard Partners’ Joe Kaiser argue that Nvidia’s latest earnings reinforce a broader market bet on companies controlling scarce AI and space infrastructure. Luria says Jensen Huang used the quarter to show Nvidia’s competitors still lack meaningful traction, while Kaiser says the company’s moat lies as much in TSMC advanced packaging capacity and networking scale as in chips. They extend the same framework to SpaceX, OpenAI and Anthropic: valuations depend on whether these companies can secure the physical capacity needed to turn demand into revenue.
Apple Explores Intel and Samsung for U.S. Chip Production
Mark Gurman said Apple has held early talks with Intel and Samsung about using new U.S. fabs to make future A-series and M-series processors, an exploratory move he framed as a supply-chain redundancy question rather than only a political one. Apple still relies heavily on TSMC, primarily in Taiwan, and Gurman described that geographic and supplier concentration as one of the company’s biggest risks. Across the rest of the broadcast, executives and analysts described a similar shift from exposure to execution: AI companies are giving Washington early model access for review, while enterprise adoption is being tested by security, deployment cost and proprietary data advantages.
Thoma Bravo Keeps AI Strategy Model Agnostic as Cyber Risks Accelerate
Thoma Bravo managing partner Seth Boro told Bloomberg’s Dani Burger that enterprise AI is creating parallel problems for companies: faster cyber threats and uncertain deployment economics. Boro said the firm is “model agnostic,” maintaining relationships with OpenAI, Anthropic and Google while using its cybersecurity portfolio to monitor emerging threats. He argued that enterprises will need layered defenses, tighter governance of AI agents and more specific, efficient models rather than assuming general-purpose systems fit every workflow.