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Bloomberg Audio Studios, Podcasts Radio News.

Bloomberg Tech is live from coast to coast

with Caroline Hyde in New York

and Ed Lovellow in San Francisco.

This is Bloomberg Tech. Coming up, TSM posts a strong forecast and results, lifting peers.

A sign that demand related to AI remains robust.

This is Open AI focuses on its infrastructure, striking a deal with Cerebrus for compute

and hunting for hardware partners across data centers and consumer devices.

And the mayor of New York City is suing a delivery tech company accusing it of breaking

local worker protection laws. We'll get into that in a moment, but first we're checking

on where the markets are. And actually, we're managing to rally in the NASDAQ 100 after

two days of losses. It's all about that TSM headline that you were just discussing, Ed, and the rejuvenation in maybe wading back into these key AI names, NVIDIA, indeed, one of the key points rides is higher. Bitcoin, though, not feeling much of the love. There's also a delay to a key Senate markup on the market structure bill, So that's putting some pressure on the ecosystem more

generally. But watch for crypto, but you're looking at TSMC. Yeah, the world's most important

chip contract manufacturer telling us capital expenditures up to 56 billion this year. Top line growths 30%.

Two markers that the AI demand is intact. But ASML, the most important chip equipment

...