Caroline Hyde

So price does matter here.

They can't pay an unlimited amount for it.

Shirin Ghaffari, you're across all of these things.

It's so busy.

We didn't even mention what's been the Muse Spark announcement from Meta and what's happened with video in Alibaba and China.

We so appreciate you joining today.

Thank you.

Coming up, we're going to talk about that compute crunch.

We're speaking with Michael Gontrater, CoreWeave CEO.

This is Bloomberg Tech.

Welcome back to Bloomberg Tech.

Let's check in on these markets because we're saying at all show it's a tale of two halves.

And as that 100 is showing with that hardware outperformance in particular at the moment, we're up four tenths percent.

In fact, we're up more than four percent on the week.

Now, even as we see consumer prices jump, that core level of inflation actually relatively tame.

So we've got some support for risk assets.

We've got planned peace talks throughout the weekend.

That is the macro perspective.

But then we're also thinking about the software sell-off.

We're up by 2.6 percent on the ETF that tracks software names.