Caroline Hyde

We'll bring you a live conversation with AWS's CEO, Matt Garman, and actually many other executives at AWS, too.

Don't miss it.

You're going to be racing there.

Meanwhile, don't forget to check out our podcast.

Find it on the terminal, as well as online on Apple, Spotify, and iHeart.

Plenty to digest in the latest AI deals.

Are they circular?

Or is this just a virtuous cycle?

From New York for San Francisco, this is Bloomberg Tech.

Bloomberg Tech is live from coast to coast with Caroline Hyde in New York and Ed Ludlow in San Francisco.

This is Bloomberg Tech.

Coming up, Meta eyeing Google's AI chips, according to reports.

How the market is questioning Nvidia's long-term dominance.

Plus, Xi Jinping brings the issue of sovereignty over chip hub Taiwan back on the agenda with Donald Trump during their phone call.

And Apple eliminates sales roles in a rare layoff to streamline the way it offers products to businesses and governments.

We have the details.

But first, let's check in on these markets that are trying to digest a wall of delayed data at the same time as baking in maybe an 80% chance of a Fed rate cut.

That's what the market price is in.

But all eyes on tussle at the top in AI dominance.

I'm looking at a 0.5% drop on the NASDAQ 100.