Bloomberg Technology - Archive

Bloomberg’s Ed Ludlow breaks down what could be Anthropic's biggest acquisitions yet: a $6 billion deal for AI startup Decart to help it squeeze more performance out of its computing infrastructure. Plus, CoreWeave warns investors that shifting from its exclusive use of Nvidia AI chips may cost time and money, and Cerebras' second-quarter earnings send its shares sliding after underwhelming growth.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down positive earnings results from CoreWeave and Supermicro, showing the booming AI market continues to bolster their sales. Plus, Silicon Data raises new funding and puts it to work on building independent benchmarks for AI compute. And, investors are betting AI music startup Suno can be the next Spotify despite concerns about theft and AI slop.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Intel's upsized $20 billion share sale, raising a third more than it was targeting when it announced the deal on Monday. Plus, sources tell Bloomberg Apple's glass-centric iPhone overhaul is still on track for 2027, even after an analyst's report said it had been cancelled. And, drone startup Neros raises $250 million in a funding round that triples its valuation.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Intel's decision to tap the market for $15 billion in fresh capital, betting renewed AI enthusiasm can help fund its push into chips and physical AI. Plus, Apple gets a rare downgrade from Jefferies on concerns about its iPhone roadmap, and Microsoft explains how AI agents are already transforming the way software gets built.See omnystudio.com/listener for privacy information.

Lyft CEO David Risher discusses the company's growth compared to Waymo, its plans to expand internationally and where Lyft is focused internally. He speaks with Ed Ludlow on "Bloomberg Tech."See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down the latest jobs data, as US employers unexpectedly cut jobs in July and questions grow over AI’s role in the labor market. Plus, the CEOs of Twilio, Lyft and DraftKings join to discuss their latest earnings, and OpenAI’s first consumer device is taking shape - an AI smart speaker designed to look like a doughnut.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Alphabet's latest jumbo bond sale, receiving about $115 billion of orders after looking to raise $25 billion, signaling renewed investor appetite for debt tied to the AI boom after a recent selloff. Plus, a rough day for Western Digital (WD) after the storage giant's shares slid after a disappointing outlook. And, Sequoia's leaders Alfred Lin and Pat Grady join to discuss the future of the storied venture capital firm.See omnystudio.com/listener for privacy information.

Western Digital (WD) says the AI infrastructure buildout is creating sustained demand for data storage, even as investors reacted to a softer near-term outlook. CEO Irving Tan joins Bloomberg to explain why hyperscaler demand remains strong and how the company is increasing hard drive capacity. He says long-term supply agreements suggest AI's storage needs will continue to grow well into the next decade. He joins Ed Ludlow on "Bloomberg Tech."See omnystudio.com/listener for privacy information.

Uber Technologies Inc. shares slid by the most in six months after the company issued a bookings outlook that just met analyst estimates, compounding concerns from investors about the company’s ability to evolve in the robotaxi era. Total gross bookings — a key metric that includes ride hails, delivery orders and driver and merchant earnings but not tips — will be $58.25 billion to $60.25 billion for the quarter ending in September, the company said Wednesday. For more, Uber CEO Dara Khosrowshahi spoke with Bloomberg Tech host Ed Ludlow.See omnystudio.com/listener for

Bloomberg’s Ed Ludlow breaks down SpaceX's first earnings which revealed massive AI spending, an ambitious Starlink expansion and Elon Musk's latest bold prediction: a $100 billion annual revenue run rate by year-end. Plus, Uber CEO Dara Khosrowshahi joins to discuss the company's earnings and its robotaxi ambitions, and Zoox CEO Aicha Evans weighs in on the company's big commercial milestone of starting to charge for rides in Las Vegas.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Palantir's blockbuster earnings results and strong commercial demand, with US commercial sales in the second quarter rising 149% from a year earlier. Plus, Apple exceeded $10 billion in annual sales in India for the first time last fiscal year. And, Palo Alto Networks doubles down on AI-powered cyber defense.See omnystudio.com/listener for privacy information.

Hugging Face CEO Clement Delangue discusses OpenAI models' hack on Hugging Face last month and the future of AI regulation. Talking about the hack, Delangue, said that while companies want AI agents to think outside the box, they don't want AI to 'think outside the sandbox' and stay in the closed testing environment. Delangue also discussed government involvement in AI regulation and said that there is a risk that too much government intervention would result in a 'concentration of power' and said that is one of the biggest risks in the

Bloomberg’s Ed Ludlow breaks down Alibaba's latest Qwen model, its biggest ever, claiming performance on par with Anthropic. Plus, AWS CEO Matt Garman joins after Amazon surpassed $3 trillion in market value for the first time, extending gains after a big cloud and AI-driven earnings report last week. And, we dive into the details of the new Apple Upgrade program and iPhone-maker's next era of growth as the company reinvents itself as a subscription giant.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Tim Cook's final Apple earnings call as CEO - a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon's shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI's breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down big tech's earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg's AI pitch falls flat on high spending. Plus, Qualcomm CEO Cristiano Amon joins after the company warns of component shortages and rising costs, and all eyes are on Apple as Tim Cook gives his last earnings report as CEO.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down why SK Hynix's Korean shares slumped even after reporting a six-fold jump in profit and raised capital spending to a record $31 billion. Plus, SoFi CEO Anthony Noto joins following the company's earnings topping Wall Street estimates, but showing high expenses; and big tech earnings are on the docket, with Microsoft and Meta coming next.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China's chipmaking add to worries about the sustainability of the AI spending boom. Plus, SpaceX shares erase a fifth of their value since the record-setting debut of Musk's company, as investors start to avoid riskier tech firms. And, Apple briefly becomes just the second company ever to achieve a $5 trillion market valuation.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow speaks with Nvidia CEO Jensen Huang amid renewed concerns about the AI industry’s circular financing deals. Plus, Apple aims to take on Meta in the smart glasses department. And, markets prepare for the biggest week of big tech earnings so far this year, with Microsoft, Meta and Amazon among those set to report.See omnystudio.com/listener for privacy information.

In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages for Korea” after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. “Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.” Huang speaks to Ludlow after the CEO’s appearance

Bloomberg’s Ed Ludlow breaks down an open letter signed by Big Tech's biggest names, making the case for open-weight AI. The tech CEOs argue that open-weight models are key to innovation, competition, and security. Plus, Intel is showing signs of an AI-driven comeback, forecasting stronger sales as its data center business accelerates; and Cerebras CEO Andrew Feldman joins after announcing a partnership with AMD to challenge Nvidia, promising some of the fastest AI systems on the market.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Alphabet and Tesla's earnings as the Google parent company boosts its investment plans, while Tesla burns through cash to fund Elon Musk's AI ambitions. Plus, Mobileye founder and CEO Amnon Shashua will be stepping down after 27 years. And we speak with IBM CEO Arvind Krishna after a steep drop in mainframe sales weighed on the company's results.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down the news of OpenAI's advanced AI models unexpectedly hacking Hugging Face's system during testing, raising fresh concerns about AI safety. Plus, AMD is making a major AI bet by investing up to $5 billion in Anthropic, and Apple is readying a major overhaul to its Mac lineup beginning later this year, as Samsung makes its biggest consumer hardware push of the year at its Galaxy Unpacked event.See omnystudio.com/listener for privacy information.

Bloomberg's Ed Ludlow breaks down Nvidia's latest AI chip rollout, as the company says its next-generation processors are now shipping to customers and entering full production. Plus, a judge hits pause on Paramount's merger with Warner Bros. Discovery, throwing the blockbuster media deal into limbo. And, Sameer Dholakia of Bessemer Venture Partners joins to discuss the AI race's next phase, with Washington promising to scrutinize Chinese models as investors hunt for the next big winners.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down what Moonshot's Kimi K3 means for the race with OpenAI, Anthropic and the chipmakers powering it. Plus, SpaceX gears up for a second attempt at a Starship test flight later this week, and Andreessen Horowitz signs defense investor and military vet Connor Love to the firm's American Dynamism team.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow looks at Chinese startup Moonshot's latest model, which it says can compete with the best from OpenAI and Anthropic. Plus, Netflix shares tumble after the streaming giant warns of slowing sales growth for a second straight quarter, and Greylock - one of the oldest venture firms - just raised $1.5 billion for its 18th fund. We speak with partner Saam Motamedi.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down TSMC's results and the company's announcement of a higher commitment for its US buildout. Plus, he speaks with the CEO of autonomous maritime drone company Saronic and Texas Governor Greg Abbott about why Saronic is making a $3.2 billion bet on Texas. And, GameStop CEO Ryan Cohen joins to discuss the company's bid for eBay.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down why an AI-fueled stock rout in South Korea spilled over into the US market Monday, sending SK Hynix ADRs falling in their second US trading day. Plus, Apple and OpenAI's AI rivalry enters the courtroom, with Apple filing a sweeping trade secrets lawsuit against the ChatGPT maker. And, FCC Chairman Brendan Carr joins to talk regulating space, and Palantir co-founder and 8VC managing partner Joe Lonsdale sits down with Ed to discuss his outlook for the defense tech sector.See omnystudio.com/listener for privacy information.

Bloomberg’s David Gura hosts a special edition of Bloomberg Tech as SK Hynix starts trading on the Nasdaq, in what is the biggest-ever US listing by a foreign company. He recaps Ed Ludlow's sit-down interview with SK Group Chairman Chey Tae-won from the Nasdaq, and dives deeper into the listing's impact on the rest of the US chip sector.See omnystudio.com/listener for privacy information.

SK Group Chairman Chey Tae-won joins Bloomberg's Ed Ludlow to discuss SK Hynix's public listing. Fresh off a landmark US stock offering for the conglomerate’s memory-chip business, Tae-won said he has an ambitious plan to invest more money in America. SK Group is already putting more than $35 billion into the US, Chey said Friday in an interview with Bloomberg Television. “My plan is at a much bigger number,” he said, “much, much, much bigger than $35 billion.”See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow takes a look at SK Hynix's oversubscribed US listing, priming the Korean memory maker for the biggest ever foreign first-time-share-sale in America. Plus, Micron boosts its spending on new American plants to $250 billion to meet surging memory demand; and Meta unveils its latest AI model, pricing it aggressively and talking up its agentic capabilities versus Google's Gemini.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down mixed tech markets following US-Iran jitters, which revived risk-off sentiment and sent oil higher. Plus, OpenAI gets a $520 million credit line from Bank of America, while the ChatGPT maker prepares to roll out its most advanced model on Thursday. And, Eric Hippeau from Lerer Hippeau discusses the early stage investing landscape at a time of ballooning AI valuations.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Samsung's quarterly profit that surged on memory demand, and why it still wasn't enough for investors. Plus, Amazon is back in the bond market, looking to raise at least $25 billion to fund spending on AI infrastructure; and SpaceX joins the Nasdaq 100 Index as sell-side coverage of Elon Musk's company kicks off.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Apple's big bet on Broadcom for the future, extending its custom chip partnership through 2031. Plus, Microsoft eyes a massive reorganization of its Xbox unit with plans to eliminate 20% of its staff over the next year, and SK Hynix begins marketing its US listing with plans to sell roughly $28 billion in American depositary receipts.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down reports that OpenAI is holding early-stage discussions about giving the US government a 5% equity stake. Plus, Tesla's delivery numbers rose 25% from a year ago, beating Wall Street's expectations by a wide margin, the CEO of Microsoft's commercial business discuss the tech giant's plan to set up a new organization with 6,000 employees to help businesses use AI.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Meta's plans to develop its own cloud infrastructure business aimed at selling access to AI computing power and models. Plus, the Trump administration lifts foreign access restrictions on Anthropic's Fable 5 AI model. And, Lime CEO Wayne Ting joins as the company gets ready to debut on the Nasdaq.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down what's behind the chip stock rally, with the sector heading toward its best quarter ever. Plus, Taiwan raids the offices of Super Micro as part of an investigation into the alleged smuggling of Nvidia chips into China. And, how a billion-dollar misunderstanding has left Korean investors empty-handed in the blockbuster SpaceX IPO.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow speaks with the CEO of Rocket Lab about the company's biggest bet yet: buying Iridium in an $8 billion deal to challenge SpaceX in the orbital economy. Plus, South Korean firms, including Samsung and SK Hynix will spend at least $880 billion on chips and data centers, as the country seeks to maintain its edge in the AI era; and Anthropic wins US approval to restore some access to its Mythos 5 AI model after resolving concerns about the technology's potential threats to national security.See omnystudio.com/listener for privacy

Bloomberg’s Ed Ludlow breaks down OpenAI's decision to potentially hold off on an IPO until next year - sending shares of SoftBank falling. Plus, global tech stocks drop after Apple hikes hardware price due to a memory crunch, and SpaceX's $25 billion bond sale is off to a rocky start.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down OpenAI's decision to potentially hold off on an IPO until next year - sending shares of SoftBank falling. Plus, global tech stocks drop after Apple hikes hardware price due to a memory crunch, and SpaceX's $25 billion bond sale is off to a rocky start.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Micron's blowout AI-fueled forecast shattering Wall Street's projections, and Qualcomm CEO Cristiano Amon joins to weigh on the company's own earnings and strong annual sales forecast. Plus, Apple raises prices on some hardware, an extreme measure in direct response to the memory and storage crunch.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow takes a look at OpenAI's first custom AI chip, called Jalapeno, developed in partnership with Broadcom. Plus, SK Hynix is planning to raise $29 billion in a landmark US listing, and Cerebras CEO Andrew Feldman weighs in on the company's first quarterly earnings since going public.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down why SpaceX shares are feeling a gravitational pull as Musk's company launches its debut bond sale. Plus, tech stocks sell off worldwide as Wall Street gets an AI wake-up call, and Menlo Ventures partner Venky Ganesan joins after the firm raises its biggest fund ever with $3 billion to back AI startups.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down SpaceX's first-ever investment-grade bond offering following its record-breaking IPO. Plus, Micron strikes an AI Infrastructure agreement with Anthropic to drive enterprise AI adoption. And Chevron signs a 20-year deal with Microsoft to power a West Texas data center that could be one of the biggest in the US.See omnystudio.com/listener for privacy information.

Bloomberg's Ed Ludlow discusses the latest announcement made by President Donald Trump, which will see Apple and Intel joining forces to produce chips domestically, sending shares of the chipmaker higher. Plus, Anduril's CEO discusses how the company won a contract with the US Air Force to produce autonomous fighters. And, SpaceX wraps up its first full week of trading, with shares falling for a second day straight.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow discusses US Commerce Secretary's warning to Anthropic that it needs government permission to grant foreign nationals access to the company's most advanced AI models. Plus, after three days of soaring, SpaceX shares come back down to Earth and drop for the first time on the company's fourth trading day. And, Bloomberg reports Apple's upcoming camera-equipped AirPods will launch in late 2027 as part of a flurry of new releases.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow tracks SpaceX's value eclipsing Amazon's, this as it lands its $60 billion takeover of Cursor. Plus, Anthropic meets with US officials to resolve a national security dispute with the Trump administration over its most advanced AI models. And, Sequoia Partner Shaun Maguire talks about the AI landscape and why he never wants to sell his SpaceX shares.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down why Anthropic disabled access to its most advanced models for all foreign nationals after a request from the Trump administration. Plus, Nvidia is seeking to raise at least $20 billion from its first corporate bond sale since 2021. And, SpaceX shares throttle up on day 2 of trading, adding to a blockbuster public markets debut on Friday.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow break down SpaceX's big debut in the public markets as shares start trading on the Nasdaq. They are joined by 137 Ventures Partner Christian Garrett, Pegasus Tech Ventures Founder Anis Uzzaman, Laffer Tengler Investments CEO & CIO Nancy Tengler, and Tesla retail investor Alexandra Merz to discuss what it means for investors, the space economy, and the AI IPO pipeline.See omnystudio.com/listener for privacy information.

Shares of SpaceX climbed in their first day of trading on Friday following a $75 billion IPO that smashed records and instantly turned the crown jewel of Elon Musk’s empire into one of the most valuable public companies in the world.  The stock climbed as high as $176.52, or 31% above its offering price, less than two hours after the shares started trading shortly before noon in New York. The jump in price turned Musk into the world’s first trillionaire and sent the company’s market capitalization above $2 trillion.  For instant reaction and analysis,

Bloomberg’s Caroline Hyde and Ed Ludlow discuss SpaceX gearing up to finalize its IPO pricing today. This as its offering attracts more than $70 billion in orders from retail investors. Plus, Oracle is under pressure after the company reported higher quarterly capital expenses than expected, raising investor concerns about the profitability of the AI infrastructure business. And, a conversation with 776 Founder and Reddit co-founder Alexis Ohanian from SuperReturn in Berlin.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Wall Street’s enthusiasm for SpaceX as the company’s IPO approaches. Plus, Google backstops Anthropic data centers as Silicon Valley races to build AI infrastructure with ever more intertwined deals. And a new dashboard shows the real-time impact of AI on the labor market.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses why Taiwan is weighing some of its toughest restrictions yet on AI chip sales to China, and OpenAI joining its AI rivals with plans for a potential public listing later this year. Plus, Apple lays the foundation for the AI era and hints at the company's upcoming foldable iPhone.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss what to expect out of Apple's developer conference in Cupertino as the iPhone maker is set to unveil a revamped Siri. Plus, Nvidia and SK Hynix partner up on next-generation AI memory chips with a multi-year deal, and SpaceX gets ready to go public this week.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Elon Musk's vision of the future and how he enchanted investors even as he brushed aside questions about the SpaceX IPO at an investor event. Plus, he takes a look at May's hot jobs report even as tech stocks are under pressure with investors reassessing the path for interest rates. And, he recaps conversations with three of the biggest names in AI at the Bloomberg Tech event in San Francisco.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow host a special live show from the Bloomberg Tech event in San Francisco, where leaders from across tech and business are gathered to discuss how they can navigate economic and geopolitical uncertainty, and multiply the opportunities in today's landscape.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss SpaceX's plan to offer shares at $135 apiece to raise $75 billion in its IPO, rejecting yet another Wall Street convention by setting a fixed price ahead of the marketing phase of the deal. Plus, Palo Alto Networks falls after the company reported its results, failing to meet elevated buyside expectations, and candidates backed by tech billionaires and founders fall short in California's primary elections.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow break down why Alphabet wants to raise $80 billion in equity to fund AI infrastructure expansion, while Anthropic makes its IPO move and files confidentially to go public, pulling ahead of rival OpenAI in the IPO race. Plus, Elon Musk's SpaceX is negotiating to pay razor-thin fees to Wall Street firms handling its IPO, and HPE CEO Antonio Neri joins on the company's annual sales outlook beating estimates on the back of massive AI infrastructure demand.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia's next target: the PC. A new AI chip sends Nvidia and related stocks soaring while rivals slide after Jensen Huang's Computex keynote. Plus, all eyes on SpaceX as the upcoming mega IPO is already reshaping Wall Street. And, what to expect from New York Tech Week, kicking off today.See omnystudio.com/listener for privacy information.

Bloomberg’s Tim Stenovec breaks down why SpaceX is coming back down to Earth with a slightly lower valuation in its IPO. Plus, Anthropic closes a funding round at a whopping $965 billion valuation, surpassing OpenAI for the first time in the AI race; and Dell surges after the hardware giant's outlook far surpassed Wall Street estimates.See omnystudio.com/listener for privacy information.

Dell CFO David Kennedy joins Bloomberg Tech co-host Ed Ludlow to talk about AI server demand and how that boosted the company's annual sales forecast. Kennedy also comments on Dell's $9.7 billion Pentagon software deal. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow break down Snowflake's share moves after the software maker gave a strong outlook and signed a $6 billion deal with Amazon. Plus, Bloomberg News pulls back the curtains on Apple's revamped Siri design ahead of its WWDC debut. And, Meta introduces paid chatbot subscriptions to help offset its AI infrastructure costs.See omnystudio.com/listener for privacy information.

NASA Administrator Jared Isaacman joins Bloomberg Tech to discuss the agency's plans for a so-called "Moon Base" that will eventually allow for a permanent human presence on the lunar surface. He says they're looking at 2027 through 2029 for phase one and 2029 through the early 2030s for phase two. He adds that SpaceX is hands down their greatest commercial space company.He speaks with Ed Ludlow and Caroline Hyde.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Micron and SK Hynix joining the $1 trillion market cap club and seeing continued momentum. Plus, Taiwanese prosecutors suspect three individuals of smuggling Nvidia chips to China through Japan, and XPRIZE founder and early SpaceX investor Peter Diamandis joins to discuss SpaceX's IPO as the company celebrates a major Starship milestone.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss how China is tightening its grip on AI by targeting top AI professionals' overseas travel. Plus, big banks are looking to hire more AI specialists and shrink traditional banking roles, and SpaceX kicks off a tech IPO bonanza.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down what comes next after a critical Starship launch was scrubbed, and he discusses what that means for the space company's planned mega IPO with a SpaceX alumni and an early investor. Plus, an exclusive conversation with Lenovo CFO Winston Cheng after the world-leading PC maker soars post-earnings on strong AI growth.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down SpaceX pitching a $28.5 trillion opportunity, from AI to Mars, ahead of an all-time blockbuster IPO. Plus, Nvidia fails to reignite the AI trade as CEO Jensen Huang pushes to diversify the chipmaker, saying AI is set to go mainstream. And, another major IPO on the horizon with OpenAI preparing for a filing which could come as soon as Friday.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings report, as investors anxiously await for the world’s most valuable company to show whether it can continue delivering the explosive growth fueling the AI boom. Plus, SpaceX inches closer to launch with an imminent IPO filing. And, a deep dive into SoftBank's bet on OpenAI as insiders grow worried that Masayoshi Son is too tied to the AI giant.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google's decision to create an AI cloud business with Blackstone which will run on Google's homegrown AI chips. Plus, the legal battle between Elon Musk and his OpenAI co-founders ends with a jury ruling that Musk waited too long to sue. And, Meta bets big on Louisiana for the world's biggest AI facility, as it plans AI-related layoffs this week.See omnystudio.com/listener for privacy information.

Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloomberg News' Ed Ludlow at Dell World in Las Vegas, Huang says demand in China is “incredible” and expects the market to open further over time.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses what to expect from Nvidia this week as investors anxiously await the company's earnings results. Plus, the AI data center boom triggers the largest power deal in history, the filing for SpaceX's IPO could come as soon as this week, and Ed Ludlow brings the latest from Dell Technologies World in Las Vegas.See omnystudio.com/listener for privacy information.

Figma gave an outlook for revenue in the current period that topped analysts’ estimates, touting early traction from charging users directly for AI features. CEO Dylan Field joins to discuss his company's latest earnings and more. Hosted by Ed Ludlow and Caroline Hyde See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down why Cisco shares jumped the most since 2011 after the company's earnings results. Plus, more details emerge after President Trump's meeting with China's Xi Jinping, Cerebras CEO Andrew Feldman joins ahead of the company's public listing, and Caroline Hyde sits down with the CEOs of Ericsson and Oura on the sidelines of the Spark Summit in California.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss what to expect from the highly anticipated meeting between President Trump and China's Xi Jinping, as Nvidia CEO Jensen Huang gets added to the trip last minute. Plus, Anthropic is looking to raise at least $30 billion in fresh financing at a valuation of more than $900 billion, in what could be its largest funding round yet. And, we speak with Anduril CEO Brian Schimpf as the company hits a $61 billion valuation in its latest funding round.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss comments by a South Korean policymaker that the country should pay citizens a “dividend” using taxes on AI profits. Plus, the largest US derivatives exchange, CME, is planning to create a futures market for computing power, one of the key drivers of the AI boom. And the CEO of SAP talks about the company’s push into AI agents across business operations.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Cerebras’ increased IPO plans as the AI chipmaker and data center operator boosts its offering plans by one-third to as much as $4.8 billion. Plus, Circle CEO Jeremy Allaire explains what drove the company’s first-quarter revenue and his vision of an agent-led future. And Google researchers say they have uncovered the first-ever zero-day attack built by AI.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde sits down with CoreWeave CEO Michael Intrator to discuss the company's earnings as it builds out data center capacity. Plus, a deep dive into April's jobs report and the impact of AI on today's workforce with Clara Shih from the New Work Foundation. And, more earnings with Lyft CEO David Risher as the company spends on international expansion.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde speaks with Arm CEO Rene Haas about sluggishness in the smartphone industry, and growing demand from AI data centers. Plus, Anthropic signs an agreement with Elon Musk's SpaceX to access computing resources from its competitor. And, the CEO of HawkEye 360 discusses the satellite surveillance firm's IPO, which raised $416 million.  See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses AMD’s strong forecast that sent shares climbing. Plus, Disney posts stronger than expected results on the back of earnings thanks to improved profitability at its streaming business. And Uber's CFO talks about the ride-hailing giant’s push into premium offerings as the company posts a second-quarter outlook that beat expectations.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses Apple’s exploratory discussions with Intel and Samsung to build their processors for its US devices. Plus, Alphabet, Microsoft, and xAI have agreed to give the US government early access to their models for review before a public release, joining OpenAI and Anthropic. And Pinterest CEO Bill Ready explains how its fit-for-purpose AI is helping the platform boost sales.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses GameStop's $56 billion offer to buy eBay, a company four-times its size. Plus, AI chipmaker Cerebras is looking to raise as much as $3.5 billion in its upcoming IPO. And OpenAI raises more than $4 billion for a new joint venture that aims to help businesses adopt its AI software.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s strong outlook amid the continued memory supply crunch. Plus, Roblox CEO Dave Baszucki discusses the gaming platform’s "aggressive push to enhance safety" that tempered user growth. And, Bloomberg spoke with OpenAI CFO Sarah Friar who pushes back on a report that the AI leader is missing its own targets.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And Stripe President John Collison discusses the company's new AI tools and partnership with Google.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss expectations for Big Tech earnings as investors prepare for Microsoft, Meta, Google, and Amazon to report earnings after the market closes. Plus, SoFi CEO Anthony Noto discusses investors' reaction to the financial services company’s earnings as its shares fall. And, Elon Musk continues testifying in his suit against OpenAI over the startup's pivot from a charity to a for-profit business.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in stocks linked to OpenAI after a report from the Wall Street Journal said the company failed to meet its own sales and user targets. Plus, a jury has been selected for the trial between OpenAI and Elon Musk over whether the company abandoned its founding mission. And, late-night host Jimmy Kimmel defends comments he made that prompted President Donald Trump to call for him to be fired. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow discusses Microsoft’s and OpenAI’s decision to drop exclusivity rights on AI models in a move that opens the doors for the rivals to make new deals. Plus, China blocks Meta's $2 billion purchase of AI startup Manus. And the feud between Elon Musk and Sam Altman heads to court with the Tesla CEO alleging OpenAI abandoned its founding mission.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow discusses his conversation with Intel CEO Lip Bu Tan following the company’s strong earnings that sent its stock blasting past its dot-com era peak. Plus, Google plans to invest up to $40 billion into rival Anthropic. And tech job cuts ramp up, with Meta and Microsoft planning layoffs or announcing buyouts as AI spending surges.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Tesla’s plans to spend an additional $25 billion this year to support Elon Musk's AI ambitions. Plus, Intel shares jump after the company pledges to support Musk's advanced chip manufacturing project, Terafab. And Lyft CEO David Risher discusses the company’s international growth plans as the ride-hailing firm buys the London black cab app Gett.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google Cloud's latest generation of tensor processing units, or TPU, and the Alphabet division’s new partnerships. Plus, a small group of unauthorized users has accessed Anthropic's new AI model, Mythos, according to a source and documents reviewed by Bloomberg. And Rivian CEO RJ Scaringe joins as his company’s new R2 model, its smaller, cheaper SUV, begins rolling off the manufacturing floor in Normal, Illinois.See omnystudio.com/listener for privacy information.

On this special edition of “Bloomberg Tech,” Caroline Hyde and Ed Ludlow discuss Apple’s CEO transition as the company announces hardware boss John Ternus will take over for Tim Cook on Sept. 1. Plus, Cook will become executive chairman, ensuring his corporate diplomacy skills and his strong ties with President Donald Trump remain on call for Apple. And Ternus’ appointment signals Apple plans to stay focused on hardware.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google’s plans for new AI chips focused on inference. Plus, Blue Origin successfully launches and lands a reusable booster for its New Glenn rocket but fails to place its payload satellite in the correct orbit, sending shares of AST SpaceMobile sinking. And Cerebras plans an IPO, months after withdrawing a previous attempt at a public listing.See omnystudio.com/listener for privacy information.

Bloomberg's Caroline Hyde and Ed Ludlow discuss Netflix's lackluster forecast for the second quarter and co-founder Reed Hastings stepping down after 29 years at the company. Plus, the US government plans to make a version of Anthropic's Mythos model available to major federal agencies to tackle cyber risks despite the company's ongoing legal feud with the Pentagon. And, Sequoia Capital raises $7 billion for its latest expansion fund, targeting AI giants like OpenAI and Anthropic.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Anthropic's updated version of its AI model, Opus 4.7, released just a week after its limited release of Mythos. Plus, Elon Musk is kicking his Terafab plan into high gear, even as skepticism grows from the semiconductor industry. And TSMC reports a big surge in profit and raises its revenue outlook for 2026, driven by strong demand for AI chips.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss why Anthropic has rebuffed investors' efforts to back the company with funding that would value it at more than $800 billion. Plus, Meta expands a multi-billion-dollar partnership with Broadcom to design and build custom chips. And ASML, the supplier of cutting-edge chipmaking machines, raises its full-year sales forecast as AI demand fuels growth.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s plan to buy satellite operator Globalstar in a $11.6 billion deal. Plus, Lucid's New Incoming CEO, Silvio Napoli, discusses the company’s fresh injection of capital and deeper robotaxi push. And the US Treasury Department is looking to use Anthropic's Mythos AI model to find vulnerabilities in its systems, according to a source.  See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Anthropic’s newest AI model Mythos as US officials warn Wall Street that the tool could usher in an era of cyber risk. Plus Roblox CEO Dave Baszucki explains why the company is introducing new accounts for younger children and teens and how well its age estimation tool is working. And following the historic Artemis II splashdown, NASA and its partners pick apart what worked and what didn't on its space vehicles. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses concerns about cyber risks raised by Anthropic’s newest AI model. US Treasury Secretary Scott Bessent and Federal Reserve Chair Powell summoned Wall Street leaders to an urgent meeting to discuss the threat. Plus, CoreWeave CEO Michael Intrator discusses deals with Anthropic and Meta as demand for compute shows no sign of slowing. And, after a record breaking trip around the moon the crew of Artemis II prepares to splash down in the Pacific ocean.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss CoreWeave’s $21 billion deal to provide compute for Meta. Plus, Meta releases a new AI model that is more competitive with rivals. And, Anthropic closes its secondary share sale that leaves some investors without the stakes they wanted.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rally in tech stocks and fall in energy prices as markets react to a two-week ceasefire deal between the US and Iran. Plus, Anthropic is giving tech firms early access to its new Mythos model to get ahead of possible cyberattacks that could wreak havoc. And, Apple's first foldable phone is still on track to launch in September, despite reports of major manufacturing delays.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s plan to join Elon Musk’s Terafab project with Tesla, SpaceX, and xAI. Plus, Broadcom and Google expand an agreement with Anthropic to power the AI startup’s burgeoning operations. And Bill Ackman looks to make a deal for the world’s largest music company, Universal Music Group.See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow speak with OpenAI’s Chief Global Affairs Officer Chris Lehane about the company’s new policy proposals to help manage the rapid changes brought about by artificial intelligence. Plus, Oracle names a new CFO to help the company navigate massive data center development plans and a cash crunch. And, NASA's Artemis II is set to pass at the closest distance that humans have come to the lunar surface in 50 years.See omnystudio.com/listener for privacy information.