BN Daybreak: Rob Hersov and Dawie Roodt at BNC#8; SPR oil release; Meta deploying AI chips

In this morning’s episode, we lead with the Trump administration’s massive 172-million-barrel oil release as conflict in the Strait of Hormuz continues. From the BNC#8 stage, Rob Hersov delivers a blunt warning on South Africa’s geopolitical positioning, arguing the country has "chosen the losing side" in a reset world order. Dawie Roodt joins the conversation to explain why the Reserve Bank's shift to a 3% inflation target is sparking capital inflows and a stronger Rand. Plus, we look at Meta’s plan to deploy four generations of custom AI chips to challenge Nvidia’s dominance..Sign up for your early morning brew of the BizNews Insider to keep you up to speed with the content that matters. The newsletter will land in your inbox at 5:30am weekdays. Register here.Support South Africa’s bastion of independent journalism, offering balanced insights on investments, business, and the political economy, by joining BizNews Premium. Register here.If you prefer WhatsApp for updates, sign up to the BizNews channel here..Watch here.Listen here

BN Daybreak: Rob Hersov and Dawie Roodt at BNC#8; SPR oil release; Meta deploying AI chips

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