Microsoft, Musk Race to Reinvent the AI Chip

Bloomberg’s Ed Ludlow breaks down Microsoft's latest homegrown Maia chips, its latest effort to rely less on outside semiconductors to power its AI ambitions. Plus, Elon Musk wants to put chip development on fast-forward, testing as many as ten new designs a year; and Apple is finally ready to unveil its new smart home strategy, seeking to plug a major hole in its ecosystem. Chapters: 00:00:00 - Bloomberg Tech Begins 00:01:33 - Bloomberg’s Matt Day Reports on Microsoft Deploying Maia Chips at Gigawatt Scale 00:05:36 - Denise Chisholm, Fidelity Investments Quantitative Market Strategy Director 00:11:43 - Jeetu Patel, CISCO President and Chief Product Officer 00:19:59 - Bloomberg’s Kiel Porter on Musk’s Goal to Speed Up Chip Design 00:22:59 - Talking Tech with Yahaira Anand 00:24:23 - Bloomberg’s Lynn Doan on the Cost to Build Data Centers 00:29:23 - David Fetherstonhaugh, VistaShares Portfolio Manager 00:35:19 - Stella Li, BYD Executive VP 00:38:32 - Bloomberg Intelligence’s Anurag Rana Discusses Microsoft’s Latest Maia 300 AI Chip 00:40:42 - Bloomberg’s Mark Gurman Reports on Apple’s Upcoming Launch of Smart Home Products -------- Like this video? Subscribe to Bloomberg Tech on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg   Watch the latest full episodes of "Bloomberg Tech" with Ed Ludlow here: https://www.youtube.com/playlist?list=PLfAX25ZLrPGTygCwn55voYZ_LYyKjxokJ   Get the latest in tech from Silicon Valley and around the world here: https://www.bloomberg.com/technology Connect with us on... X: https://twitter.com/technology Facebook: https://www.facebook.com/BloombergTechnology Instagram: https://www.instagram.com/bloombergbusiness/   Follow Ed Ludlow on X here: https://twitter.com/EdLudlow   Listen to the daily Bloomberg Tech podcast here: https://www.bloomberg.com/podcasts/series/bloomberg-technology   More from Bloomberg Business Connect with us on... X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ TikTok: https://www.tiktok.com/@bloombergbusiness