Private capital firm Ardian SAS has raised €1 billion for its debut semiconductor fund, attracting significant interest from investors based in the Middle East as artificial intelligence adoption drives demand for data center processors.

Emerging markets have had a strong year, but much of that performance has been driven by a handful of AI-linked stocks. Merryn Somerset Webb speaks with Neuberger Berman portfolio managers Vera German and Juan Torres about where they’re finding value away from the crowded trade — from China and Brazil to Mexico, Kenya and Uzbekistan — and why they think some of the best opportunities are hiding far from the index. (Source: Bloomberg)

Nvidia Chief Executive Officer Jensen Huang has admitted he had an affair. The woman was identified in a series of reports as a suspected Chinese spy, plunging the chip colossus into a crisis like none before in its three-decade history. (Source: Bloomberg)

For more than a year, Nvidia Corp. minimized the ties that Chief Executive Officer Jensen Huang had with Megaspeed, the once-obscure spinoff of a Chinese gaming enterprise, and a woman named Huang Le who helped set it up.

The Futurum Group CEO Daniel Newman says the market is trading artificial intelligence, or AI, like it’s over, but he doesn't think it is. He speaks with Haslinda Amin on "Insight with Haslinda Amin." (Source: Bloomberg)

“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 Annabelle Droulers give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)

Former US intelligence analyst Elly Rostoum says it would be no surprise if China were attempting to penetrate Jensen Huang’s network, describing it as the “oldest trick in the book.” She speaks on "Bloomberg: The China Show." (Source: Bloomberg)