Buyout Behemoth, Microchip CEO, Meta’s Reported AI Delay 5/16/25
One of the industry’s biggest buyout firms, Thoma Bravo’s Orlando Bravo lays out the current state of the deal environment and the key aspects he looks for when searching for acquisition targets. Then the CEO of Microchip Technology gives his outlook for the chip sector as China and the U.S. try and reach a trade deal. And then is Meta’s AI strategy starting to show cracks? We dive into new reports saying the company is hitting pause on some of its AI models.
An episode of the CNBC’s “Money Movers” podcast, hosted by CNBC, titled "Buyout Behemoth, Microchip CEO, Meta’s Reported AI Delay 5/16/25" was published on May 16, 2025 and runs 41 minutes.
May 16, 2025 ·41m · CNBC’s “Money Movers”
Summary
One of the industry’s biggest buyout firms, Thoma Bravo’s Orlando Bravo lays out the current state of the deal environment and the key aspects he looks for when searching for acquisition targets. Then the CEO of Microchip Technology gives his outlook for the chip sector as China and the U.S. try and reach a trade deal. And then is Meta’s AI strategy starting to show cracks? We dive into new reports saying the company is hitting pause on some of its AI models.
Episode Description
One of the industry’s biggest buyout firms, Thoma Bravo’s Orlando Bravo lays out the current state of the deal environment and the key aspects he looks for when searching for acquisition targets. Then the CEO of Microchip Technology gives his outlook for the chip sector as China and the U.S. try and reach a trade deal. And then is Meta’s AI strategy starting to show cracks? We dive into new reports saying the company is hitting pause on some of its AI models.
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