Broadcom is helping OpenAI design and produce an artificial intelligence accelerator from 2026, getting into a lucrative sphere dominated by Nvidia. The two firms plan to ship the first chips in that lineup starting next year, a person familiar with the matter said, asking to remain anonymous discussing a private deal. OpenAI will initially use the chip for its own internal purposes, the Financial Times reported earlier. In trade news, China slapped preliminary duties on pork imports from the European Union, a move set to disrupt shipments from one of the world’s biggest suppliers and further stoke trade tensions between Brussels and Beijing.
Today’s guests: Emmanuel Cau, Barclays Head of European Equity Strategy, Sander Tordoir, Centre for European Reform Chief Economist, Michael Haigh, SGCIB Head of FIC & Commodities Research.
"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:
00:00:24 – The Pulse
00:01:23 – Stocks Extend Gains in Countdown to US Payrolls
00:08:03 – France’s Perilous Debt Path Is Headache for Bayrou Successor
00:08:15 – Emmanuel Cau, Barclays Head of European Equity Strategy
00:09:11 – China Hits EU Pork With Initial Duties Up to 62% After Probe
00:11:55 – Lisa Cook Says Harvard Funding Fight Shows Trump’s Hidden Motives
00:14:26 – Bayrou Defends Confidence Vote
00:16:50 – Sander Tordoir, Centre for European Reform Chief Economist
00:17:50 – German Factory Orders’ Unexpected Drop Hurts Rebound Hopes
00:25:57 – Ukraine Security Guarantees
00:28:37 – OPEC+ May Boost Supplies at Weekend Meeting
00:31:41 – Michael Haigh, SGCIB Head of FIC & Commodities Research
00:35:33 – Denmark Should Consider Euro for Deeper EU Ties, Governor Says
00:39:48 – Reeves Expected to Raise Taxes or Cut Spending
00:43:20 – Broadcom, OpenAI Chip to Take on Nvidia
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