Appears On
Episode Appearances
Bloomberg Tech · May 14, 2026
Cerebras Goes Public in Year's Biggest IPO
“Reported from Beijing on Trump-Xi summit outcomes including Taiwan warnings and tech CEO participation”
Cerebras IPO and AI chip market dynamicsHyperscaler infrastructure spending and capex forecastsNetworking and optical connectivity in AI infrastructure
View AnalysisBloomberg Tech · May 13, 2026
Anthropic Eyeing Over $900 Billion Valuation
“Reporting live from Beijing on Trump-Xi summit; provided context on NVIDIA chip exports and U.S.-China AI cooperation talks”
U.S.-China AI Chip Export PolicyNVIDIA H200 Chip Access and Chinese Market RestrictionsAnthropic Funding Round and Valuation Dynamics
View Analysis