Bloomberg Technology
Bloomberg Technology is a Bloomberg TV source covering technology news and analysis, with interviews and profiles focused on innovators, industry leaders, and global tech trends.
Apple Leasing Program Sets Fixed Upgrade Cycles Across Devices
Apple plans to replace its existing financing and iPhone upgrade offers with a Klarna-backed leasing program that requires customers to return devices or pay a buyout fee at the end of fixed terms, according to Bloomberg’s Mark Gurman. Gurman argues that lower monthly payments could make increasingly expensive Apple hardware more accessible while creating scheduled moments for customers to upgrade. The program would extend the model beyond iPhones to Apple Watches, iPads and Macs.
Nvidia Says Rubin Systems Are Shipping to Major AI Customers
Nvidia is responding to questions about its Vera Rubin rollout by arguing that the systems have moved beyond design and into deployment: major AI customers have received them, and at least one rack is running. Ian King reports that the company is also pitching robotic assembly and a claimed installation time of tens of minutes from a data-center loading dock to operation as evidence that its advantage lies in how quickly hardware becomes usable capacity.
Cheaper Inference Could Expand Demand for AI Chips and Data Centers
Advisors Capital Management’s JoAnne Feeney argues that cheaper AI inference should expand usage and sustain demand for data centers and chip suppliers such as Nvidia and Broadcom, even as intensifying model competition erodes providers’ ability to defend margins. She sees the recent AI-stock volatility as a reassessment of where durable advantages lie, not evidence that infrastructure demand has broken. Feeney is more cautious on memory stocks including Micron, arguing that today’s strong pricing will eventually draw new capacity and revive the sector’s familiar cycle.
Helium-3 Shortages Could Constrain Superconducting Quantum Computing
Interlune CEO Rob Meyerson argues that a shortage of helium-3—not helium generally—could constrain superconducting quantum computing, which uses the rare isotope to cool chips to millikelvin temperatures. The company says it has nearly $500 million in binding orders beginning in 2028 and plans to meet them first by separating helium-3 from commercial helium on Earth, before pursuing extraction from lunar regolith in the early 2030s. Meyerson’s case for the Moon rests on both its helium-3 reserves and the prospect that mining equipment could share infrastructure with future lunar construction.
Starship Reusability Underpins SpaceX’s Long-Term Connectivity Expansion
Mizuho’s Brett Linzey argues that SpaceX’s $200 price target is supported chiefly by nearer-term Starlink, government, enterprise and airline revenue, while the company’s more ambitious AI and orbital-infrastructure plans remain heavily discounted. The larger upside, he says, depends on Starship becoming rapidly reusable: that capability would let SpaceX extend its launch advantage into a broader connectivity business. Linzey views the recent Starship test abort and planned quick return to the pad as an important test of that development path rather than evidence of a structural problem.
Apple Plans OLED iPad Mini as China AI Requires Local Partners
Apple is preparing its largest iPad mini overhaul in five years, led by an OLED display, as it readies updates to the Pro, Air and entry-level models, Bloomberg’s Mark Gurman reports. Gurman says the hardware push follows iPad price increases of $100 to $200 and is meant to give customers more visible reasons to upgrade. In China, he says Apple Intelligence would retain Apple’s on-device models but rely on Baidu and Alibaba technology, with model updates subject to periodic government approval.
Cohen Proposes Turning GameStop Stores Into eBay Marketplace Infrastructure
GameStop CEO Ryan Cohen argues that his rejected roughly $56 billion bid for eBay would turn the marketplace into a larger, more profitable business by combining its platform with GameStop’s stores, gaming expertise and refurbished-technology operations. Cohen says the stores could serve as local hubs for authentication, fulfillment and live commerce, while $2 billion in first-year cost reductions would support the deal’s economics. He has offered broad assurances on financing and an investment-grade credit profile, but has not disclosed the proposed capital structure or said whether he will raise the bid.
Saronic Plans $3.2 Billion Texas Shipyard for Autonomous Vessels
Saronic Technologies plans to spend $3.2 billion building Port Alpha, a Brownsville shipyard for medium- and large-class autonomous surface vessels that CEO Dino Mavrookas says would address a severe shortfall in U.S. shipbuilding capacity. He says the greenfield project could create 10,000 jobs and eventually reach 2 million gross tons of annual capacity, while Governor Greg Abbott argues Texas can supply the workforce through its technical colleges and expanding Rio Grande Valley infrastructure. Mavrookas also casts the yard as a national-security asset following the reported combat use of Saronic technology in the Iran conflict.
Apple Lawsuit Threatens OpenAI’s Access to Hardware Talent
Apple’s trade-secrets lawsuit against OpenAI could complicate the AI company’s effort to build a consumer device by making former Apple hardware talent more cautious about joining, Bloomberg’s Mark Gurman argues. Apple alleges that OpenAI’s recruiting, including under hardware chief and former Apple executive Tang Tan, involved confidential information and prototypes; OpenAI denies any interest in other companies’ trade secrets. Gurman reports that OpenAI remains on track to announce a device this year and ship it in 2027, but says the litigation may reshape its hiring environment well before the facts are tested in discovery.
FCC Seeks Assembly-Line Satellite Licensing and Tougher Broadcast Renewals
FCC Chairman Brendan Carr argues that the agency should replace individualized satellite licensing with standardized, high-volume processing as low-Earth-orbit and direct-to-cell networks expand. At the same time, he says the FCC should apply greater scrutiny to broadcasters’ public-interest obligations, including in Disney’s license-renewal proceedings. Carr characterizes the FCC’s role in Paramount Skydance’s proposed Warner Bros. Discovery acquisition as limited to foreign-investment review, while questioning the basis for a reported antitrust challenge.
AI Agents Are Reshaping the Memory Cycle
SK Group Chairman Chey Tae-won argues that AI is reshaping the memory market by tying demand less to consumer devices and more to the growing use of AI agents, inference and cached data. He says SK Hynix’s $26.5 billion US ADR listing, planned capacity expansion and data-center investments are parts of a single effort to finance and supply that demand, even as memory remains cyclical. Customers, he says, are already seeking more capacity than SK Hynix plans to build and asking for long-term supply agreements.
SK Group Signals US Investment Beyond Its $35 Billion Base
SK Group chairman Chey Tae-won said the next phase of its US plans would be “much, much bigger” than the more than $35 billion the group says it has already invested, without specifying whether that denotes additional spending or the scale of a broader plan. Speaking to Bloomberg’s Ed Ludlow, Chey cited SK Hynix’s Indiana fab, as well as the group’s bio, battery and AI-startup investments, in describing its US footprint. He also called access to US capital markets a milestone in the broader plan.
Space Economy’s Bottleneck Shifts From Capital to Launch and Reentry
Founders Fund partner and Varda Space chairman Delian Asparouhov argues that the space economy’s near-term constraint is not capital but transportation: dependable launch capacity to orbit and, increasingly, reliable reentry capacity to bring commercial payloads back to Earth. In a Bloomberg Technology interview with Ed Ludlow, he says Varda’s bet is that the next phase of the industry will come from products made or improved in microgravity, such as pharmaceuticals, that return through a still-underbuilt “railroad” back down.
SK Hynix US Listing Is More Than Seven Times Oversubscribed
SK Hynix’s planned US listing is more than seven times oversubscribed, according to Bloomberg’s Bailey Lipschultz, with indicated ADS pricing at a roughly 3% premium to the Korean shares. Ian King says the investor demand reflects a strong AI-driven memory market, but the test is whether SK Hynix, Micron, Samsung and other producers can avoid adding too much capacity too quickly as investment plans expand, including Micron’s increased US spending.
Starlink and Data Centers Drive William Blair’s Bullish SpaceX Call
William Blair analyst Louie DiPalma used his first post-IPO coverage of SpaceX to argue that the company’s valuation should be driven less by its launch business than by Starlink, prospective data-center revenue, and the long-run promise of Starship. Speaking with Bloomberg’s Ed Ludlow, DiPalma said SpaceX remains far ahead of Blue Origin and other rivals, while treating Elon Musk’s role as more of an asset than a key-person discount. Ludlow pressed the weaker points in that thesis, including Starship execution risk and the durability of reported data-center leases.
OpenAI Takes GPT-5.6 Global After U.S.-Reviewed Limited Preview
Bloomberg’s Seth Fiegerman reports that OpenAI is moving GPT-5.6 from a limited, government-shaped preview to global availability after pressure from the Trump administration to stagger the release. The model family is aimed at coding, cybersecurity and enterprise use, but Fiegerman says it remains unclear what changed between the restricted rollout and the wider launch. OpenAI argues the review process should not become the default for frontier-model releases, even as Washington scrutinizes systems with stronger cyber capabilities.
Apple Expands Broadcom Spending While Bringing Wireless Chips In-House
Bloomberg’s Mark Gurman says Apple’s expanded Broadcom deal is less a straightforward supplier-retention move than a redefinition of Broadcom’s role in Apple’s hardware stack. Apple is committing more than $30 billion in US-focused chip spending, including investment in Broadcom’s Colorado facility, while designing more of its own wireless components. Gurman argues Broadcom is being pushed out of its former core position in Bluetooth and Wi-Fi chips but remains important in RF filters for Apple’s in-house modems and ASIC work tied to Apple Intelligence servers.
Microsoft Reshapes Xbox Around Margins With 3,200 Job Cuts
Bloomberg Technology reporter Brody Ford says Microsoft’s plan to cut about 20% of Xbox staff and divest several game studios is a margin reset, not a retreat from gaming. Ford frames the overhaul as part of Microsoft’s broader AI-era discipline: Xbox remains a material platform business, but its profitability has lagged comparable businesses while AI infrastructure spending and component costs put more pressure on the division.
Index Inclusion Could Bring SpaceX $25 Billion in Passive Demand
ERShares founder and CIO Joel Shulman told Bloomberg’s Ed Ludlow that SpaceX’s Nasdaq 100 inclusion should create a structural buyer base for the stock, even if the immediate trading move was lower. Shulman argued that passive index demand could reach about $25 billion across Nasdaq, Russell, MSCI and related flows, while his longer-term case rests on SpaceX’s launch-cost advantage, Starlink pricing power and a conditional opportunity in orbital data centers. His XOVR ETF has built SpaceX into its defining holding, with exposure rising to about $370 million after gains.
AI Stock Leadership Shifts From Magnificent Seven to Memory and Chips
Bloomberg’s Ryan Vlastelica argues that the Magnificent Seven are no longer the market’s default AI trade after years of setting the direction for the S&P 500. Investor attention, he says, has shifted toward the current bottlenecks in AI infrastructure — especially memory, storage and semiconductors — while the largest platform companies face more scrutiny over heavy AI spending and uncertain returns.
Amazon’s AI Buildout Pushes Borrowing Higher as Capex Bill Swells
Amazon’s plan to raise at least $25 billion in a U.S. bond sale is less a one-off financing move than another sign of how large its AI infrastructure spending may become, according to Bloomberg Intelligence analyst Robert Schiffman. Speaking with Bloomberg’s Ed Ludlow, Schiffman argued that Amazon’s borrowing is scaling because capital expenditure needs are rising faster than near-term cash inflows, even as the company still has low leverage, strong cash generation and access to cheap credit.
Apple Extends Broadcom Deal Through 2031 for Server-Side AI Chips
Bloomberg’s Mark Gurman says Apple’s expanded Broadcom agreement, which runs through 2031 and covers custom chips for multiple generations of Apple products, is chiefly about server-side AI silicon rather than another connectivity component for consumer devices. He says Broadcom is working on technology for a new Apple server chip, known internally as Baltra, as Apple moves its Apple Intelligence infrastructure beyond repurposed Mac processors toward purpose-built ASICs.
Lime Pitches Public Investors on Strong Unit Economics After IPO
Lime’s public debut raised $174 million at $25 a share, and chief executive Wayne Ting presented the IPO as a chance to bring in new investors rather than a necessity driven by debt or capital pressure. In a Bloomberg Technology interview, Ting argued that Lime has turned micromobility into a durable public-market business through positive free cash flow, improving city relationships, deeper use in existing markets and trip-level economics strong enough to make acquisitions possible but not required.
Immigration Uncertainty Is Weakening U.S. Tech’s Foreign Talent Pipeline
Hiba Anver, a partner at Erickson Immigration Group, argues that US immigration uncertainty is already weakening the country’s ability to attract and retain skilled foreign workers. Speaking on Bloomberg Technology after the Supreme Court struck down Trump-era restrictions on birthright citizenship, she said falling visa sponsorship, lower foreign job-seeker interest and declining international student enrollment point to a broader talent-drain risk for technology and other industries that depend on global hiring.