Ireland Ends Moratorium on New Power Links to Data Centers

President Donald Trump signed an executive order aimed at preventing state-level regulations on artificial intelligence (AI) through legal actions and funding cuts, a move that has been welcomed by technology industry leaders advocating for a unified regulatory approach. David Sacks, the White House AI and Crypto Czar, discussed the implications of this order on Bloomberg Tech.

The bidding process for Warner Bros. Discovery Inc. has faced significant challenges, with competing suitors struggling to make headway. This turmoil raises questions about the viability of an auction for the company, although it is too early to dismiss the possibility entirely.

China is considering a substantial package of incentives, potentially reaching $70 billion, to bolster its chipmaking industry, which is seen as crucial in the ongoing technological rivalry with the United States.

ASML's chipmaking machines have become essential to the global technology ecosystem, solidifying the company's status as Europe's most valuable firm. Tom Mackenzie highlights how these machines are pivotal in the AI supply chain, enabling advancements in artificial intelligence and semiconductor manufacturing.

Oracle's stock has experienced its most significant decline since January, attributed to increasing concerns over rising artificial intelligence (AI) spending. Beth Kindig, a tech analyst at the I/O fund, highlighted that investors are awaiting a pivotal moment in the tech sector that has yet to materialize. This sentiment was discussed during a segment on Bloomberg Tech with Caroline Hyde and Ed Ludlow.

Netskope Inc. has initiated a full-year revenue guidance that exceeds market expectations in its first earnings report since going public, signaling strong financial performance and investor confidence.

AI leaders are increasingly focusing on developing models capable of continuous learning post-training, marking a significant shift in artificial intelligence capabilities. This approach aims to enhance the adaptability and efficiency of AI systems, potentially leading to more powerful applications across various sectors.

Analysts Anna Edwards, Guy Johnson, and Mark Cudmore discussed the recent performance of Oracle Corp., highlighting that the company's current weaknesses may not solely be its fault. This commentary comes amid concerns regarding Oracle's financial health following its latest earnings report, which indicated rising credit risks due to increased spending on data centers and AI equipment.