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.
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.