Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute, and hunts for hardware partners across data centers and consumer devices. And New York City Mayor Zohran Mamdani sues a delivery tech company, accusing it of breaking local worker-protection laws.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the US Commerce Department’s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI CEO Deepak Pathak discusses how the company’s robot “brain” works across form factors. And, Netflix is working to revise its bid for Warner Bros. Discovery, shifting to an all-cash offer.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans to double the output of its Ray-Ban AI-glasses as it pivots away from the metaverse. Plus, Microsoft pledges to pay electricity rates that will cover costs for its data centers, seeking to quell consumer anxiety over power prices. And, Klarna CEO Sebastian Siemiatkowski weighs in on President Trump’s call for a one-year 10% interest rate cap on credit cards.

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