Sam Palmisano says the AI boom is built on long-cycle bets in data centers, chips and energy, even as AI software changes at breakneck speed. If adoption slows or cheaper Chinese open-source models gain traction, Big Tech may have to rethink the spending plans behind today’s AI race.
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:01:07 – Asian stocks hit as chips selloff extends to Asia
00:09:14 – Baidu in focus after fifth straight revenue drop
00:13:03 – Unitree set for jump at Shanghai open
00:15:51 – AiMoGA Robotics President and Chery International President Zhang Guibing on robotics outlook
00:24:45 – China, Hong Kong markets open Monday
00:28:45 – Exclusive: Pony AI CEO James Peng on autonomous driving outlook
00:40:11 – Baidu’s impact on China’s AI hyperscalers
00:43:45 – Sources: Bytedance attracts over $30B for jumbo bank loan
00:49:25 – Asia markets churn amid chips selloff
00:52:26 – Bloomberg Intelligence: Baidu AI strategy won’t deliver turnaround
01:00:46 – CITIC CLSA’s Tracy Cui on GigaDevice’s outlook
01:05:46 – Breaking: Trump delays Canada tariffs at last minute
01:08:10 – China bonds buck global selloff
01:12:29 – Unitree jumps in Shanghai trading debut
01:17:36 – Trending: Unitree debut may shape humanoid robot valuations
01:18:45 – HKEX earnings in focus amid AI-led IPO boom
01:22:24 – Trump says paused 50% tariffs against Canada for three days
01:27:09 – Twelve Labs Founder & CSO Yoon Kim on AI video search outlook
——–
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ASML shares rise as Europe’s most valuable company raises its annual sales forecast for the second time this year because of surging AI spend driving demand for its chip-making machines. Tom Mackenzie and Dasha Afanasieva report.
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

Anthropic expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, in the latest sign of overwhelming demand from investors looking to profit from the AI boom.

Treasury Secretary Scott Bessent said that he’s prepared to expand efforts to buy back costlier debt and that the administration will be unveiling a new fiscal initiative.

And Italian lender Monte dei Paschi is seeking to buy two separate banks for a combined price of €34 billion.

Clarification: Graphic edited at 00:36:00 and 00:44:30 to clarify Banca Generali’s gains on Tradegate

Chapters:
00:00:00 – Daybreak Europe Begins, Top Stories & Global Markets
00:02:11 – Asia Markets: Bonds, Samsung & Alibaba
00:05:06 – Anthropic Targets a Blockbuster IPO, Broadcom, AI Debt & Data Center Financing
00:08:09 – US Treasury Secretary Bessent’s Plan to Tackle U.S. Borrowing Costs, AI Spending Adds Pressure to Bond Yields
00:12:04 – US Prepares New Economic Pressure on Iran, Oil Flows Through the Strait of Hormuz
00:17:03 – China-Switzerland Trade Deal & Other Headlines
00:18:32 – Monte Paschi Launches Italian Bank Bids
00:21:40 – UK Banks, Deutsche Bank & Market Update
00:25:19 – Euro Area PMIs & the ECB Rate Outlook
00:27:38 – Germany’s Industrial Crisis, Germany’s Economy & Rising Political Pressure, AfD Gains Ahead of German Regional Elections
00:36:01 – Italian Banking Bids: Market Reaction
00:38:10 – Poland Searches for a New Growth Model, Poland’s Foreign Investment Strategy, Poland’s Political & Geopolitical Risks
00:44:42 – Monte Paschi Bid: Latest Market Moves
00:45:21 – Why Global Long-Term Bond Yields Are Rising
——–
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A cyclospora outbreak and salmonella flare up are putting food safety and restaurants to the test in the US.

It also caused consumers to cut back on eating out and food brands to take a closer look at their supply chains. Romaine Bostick reports.

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