Descriptions:
This Bloomberg Technology live broadcast from June 22, 2026 covers several developments relevant to the AI industry alongside broader tech and financial news. On the AI infrastructure front, the show reports that Micron has struck a new infrastructure agreement with Anthropic to drive enterprise AI adoption, and that Chevron has signed a 20-year deal with Microsoft to power what could be one of the largest data centers in the United States, located in West Texas.
Bloomberg Intelligence senior credit analyst Robert Schiffman discusses SpaceX’s inaugural investment-grade bond sale — potentially raising up to $20 billion — framing the company’s trajectory as a transition from satellite and aerospace into a hyperscaler business in space, with AI revenues central to the long-term thesis. Portfolio manager Tiffany Wade of Columbia Threadneedle contextualizes AI infrastructure spending as the primary driver of semiconductor outperformance, with the Philadelphia Semiconductor Index up 90% year-to-date, and flags Micron’s upcoming earnings as a near-term signal for continued CapEx momentum.
The broadcast also briefly covers Tencent’s rollout of an AI assistant upgrade to WeChat for a select group of users, and China’s new rare earth export controls targeting MP Materials and USA Rare Earth in response to Pentagon blacklisting of Chinese firms — a regulatory development with downstream implications for AI hardware supply chains.
📺 Source: Bloomberg Technology · Published June 22, 2026
🏷️ Format: News Analysis
