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From the heart of where innovation, money and power collide in Silicon Valley and beyond,

this is Bloomberg Technology with Caroline Hyde and Edla Lo Loa. I'm Ed Lodlow in San Francisco, Caroline Hidesoff. This is Bloomberg Technology coming up car dealerships across the US, halt services after a cyber attack.

Full coverage ahead.

Plus Open AI co-founder Ilia Sutskiva announces a new AI research lab.

We have that exclusive reporting. An AI video startup,

HeyGen, hits a half billion dollar valuation in its latest funding round we do

discuss with the CEO. A very quick check in on markets, the S&P 500 very briefly hit the 5500 historic

mark and then pulled back. We're flat on the Nasdaq 100. Broadly we're kind of treading water after a US holiday.

The story, though, is individual names

in the AI infrastructure play.

We are talking about Dell, we're talking about Super Micro, and of course we're talking about NVIDIA. Later in the show, we're talking about Super Micro and of course we're talking about

NVIDIA. Later in the show we're going to bring you details of what played out

24 hours ago on social media. Michael Dell saying that Dell is building an AI factory for Grock and X AI and Elon Musk coming back on social

media and saying Super Micro is part of the story as well and you can clearly see Super Micro

the kind of biggest beneficiary

of that move that's coming up. The top story in terms of news flow is what we're

talking about a moment ago. Car dealers across the United States were affected by a second cyber attack this

...