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Podcasts, radio, news. Bloomberg Tech is alive from coast to coast. Radio News.

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

Welcome to a special edition of Bloomberg Tech live from the Bloomberg Tech event in San Francisco. And leaders, they're from tech, they're from business, and they are gathered here to discuss how they can navigate economic, geopolitical uncertainty, and of course multiply the opportunities in today's landscape.

So we're going to talk about everything, from robots to data center costs, the race, to reach artificial intelligence. And the economic impact. But look, let's first of all talk about the markets because, no, they're down today. Look, we're having our worst day on the NASDAQ 100 since mid-May. We've lowered it down to the lowest level since the end of May. Look, we're under some pressure. We're bouncing off of our lows. They're off by 8 tenths percent, but there's some anxiety in there that perhaps the markets run up too far, too

fast, particularly in ships. Yeah, so this is a story about Broadcom and Broadcom's earnings.

And basically, they said that in the current period, they will book $16 billion of sales

in the custom silicon group. We're talking TPUs, we're talking A6.

The street went into this with very high expectations, $17.2 billion.

That's a big drop, right, on Broadcom.

The biggest drop, I think, since January of 2025.

So let's talk about it because, hey, right place, right time.

We're going to have a big conversation today.

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