▶ 28:14 · $ANTHROPIC · Anthropic IPO expected post-Labor Day; China singles out company as "anti-China" over export control stance

episode briefing

Nvidia Deepens Chip Ties With $3.5 Billion MediaTek Bet | Bloomberg Tech 8/31/2026

2026-08-31 · 12 company · 7 thematic

sentiment

8 bull0 bear4 neu

speakers

jensen huang

Co-founder, president and CEO of Nvidia. He has led the company from graphics processors into accelerated computing and AI infrastructure.

rick tsai

CEO of MediaTek, Taiwan's largest fabless semiconductor company, expanding into data center and AI silicon.

tori shivanandan

President and Chief Operating Officer of Radiant, a portable nuclear micro-reactor company awarded a $750M US Army contract.

ian king

Ian King covers semiconductors for Bloomberg, reporting on Intel's foundry turnaround and earnings.

brad worden

Senior portfolio manager analyzing AI infrastructure investments and Nvidia's ecosystem strategy.

bailey lipschultz

Leads Bloomberg's semiconductor coverage from New York, reporting on memory chips, IPOs, and Asian tech supply chains.

quote

“WE EXPECT THEY WILL REFINE THE CREDIT FACILITY AND THEN BANKS COME UNDER THE TENT AND THEY ARE ABLE TO GET THEIR HANDS ON THE NUMBERS AND THEY WILL HAVE SOME FORM OF AN ANALYST DAY, THEN THE PUBLIC FLIP. THE PUBLIC FLIP MAY BE THE END OF T…”

—bailey lipschultz

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