Broadcom Sees AI Chip Boom as It Takes On Nvidia | The Pulse 9/3/2026

Broadcom predicted a boom in artificial intelligence chip sales over the next two years, helping renew optimism that it can challenge Nvidia's dominance in the lucrative market. US President Donald Trump said renewed attacks on Iran would likely be short-lived, reiterating his claim Washington controls the Strait of Hormuz after fresh fighting spiked energy prices and rekindled fears of an open-ended war.  A month of gradual decline in the yen has reversed sharply over the past 24 hours as investors turn their gaze to factors that may bolster the beleaguered currency. The surge highlighted the nervous tension surrounding the currency in the run up to the Bank of Japan’s meeting later this month. Today's guests: Claudia Panseri, UBS Wealth Management France CIO; Richard Portes, London Business School Professor of Economics; Tina Fordham, Fordham Global Foresight Founder and Geopolitical Strategist; Elina Ribakova, Peterson Institute for International Economics Senior Fellow -- "The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Chapters: 00:00:00 - The Pulse with Francine Lacqua 00:00:24 - Broadcom predicts surge in AI chip sales 00:06:05 - Yen continues advance, gaining 1% versus US dollar 00:06:31 - Claudia Panseri, UBS Wealth Management France CIO 00:15:44 - Richard Portes, London Business School Professor of Economics 00:22:47 - Thursday headlines 00:23:13 - Trump says Iran strikes to be short-lived 00:26:23 - Tina Fordham, Fordham Global Foresight Founder and Geopolitical Strategist 00:34:04 - Eni clinches Venezuela oil deal 00:34:57 - Wirth: Chevron investment to benefit US, Venezuela 00:37:27 - Thursday top stories 00:38:11 - Uber, Wayve launch London robotaxis 00:41:35 - EU pledges more Ukraine aid after Russia-linked drone attack 00:41:57 - Elina Ribakova, Peterson Institute for International Economics Senior Fellow -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts