Bloomberg has learned that a Chinese company founded by Alice Huang, the woman at the center of a controversy dogging Nvidia, procured smuggled AI chips that were installed at a Shanghai data center with links to Megaspeed International. The fall of Nvidia CEO Jensen Huang has removed the industry’s most prominent opponent of US chip controls, setting up a showdown over potential new curbs that could accelerate China’s drive for semiconductor self-sufficiency. Microsoft is struggling to restore access to its flagship software and end an outage that has paralyzed government offices, traders and businesses globally. Disruptions for Outlook, Teams and the Copilot artificial intelligence tool continued into a second day. Previous disruptions have rarely lasted more than several hours. Today's guests: Azeem Azhar, Exponential View Founder; Arend Kapteyn, UBS Investment Bank Global Head of Economics & Strategy Research; Ipek Ozkardeskaya, Swissquote Senior Analyst; Bill Browder, Hermitage Capital Management CEO -- "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 00:00:30 - Huang & Nvidia Roundtable: Bloomberg Opinion's Parmy Olson & Exponential View Founder Azeem Azhar 00:15:01 - Microsoft races to fi outlook after one of longest loutages 00:15:39 - Market Roundtable: Swissquote's Ipek Ozkardeskaya & UBS' Arend Kapteyn 00:23:35 - Friday headlines 00:24:09 - Silicon Valley stunned by Huang's departure 00:24:49 - Tech Economics Roundtable: Bloomberg's Tom Manzkenzie & UBS' Arend Kapteyn 00:35:39 - Bill Browder, Hermitage Capital Management CEO 00:43:57 - Zelenskyy hails progress in peace talks -------- 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