Bloomberg Tech
Bloomberg Tech is a daily news podcast focused exclusively on technology, innovation, and the future of business. Hosted by Ed Ludlow, it provides analysis on global technology companies and investors. The show covers the latest developments in the tech industry, from startups to established giants.
Episodes
Chip Selloff Spreads Globally, Apple Makes Smart Home Push
Bloomberg’s Ed Ludlow breaks down the accelerating chip selloff as pressure spreads from Asia to the US. Plus, Apple releases a new line of smart home devices including its HomeView Hub, the centerpiece of its push to challenge Amazon and Google in that space. And, Meta releases a new AI model which it says has "frontier capabilities" as it vies to take on OpenAI and Anthropic. See omnystudi
AI Chip Race Heats Up From Microsoft to Musk
Bloomberg’s Ed Ludlow breaks down Microsoft's latest homegrown Maia chips, its latest effort to rely less on outside chips to power its AI ambitions. Plus, Elon Musk wants to put chip development on fast-forward, testing as many as ten new designs a year; and Apple is finally ready to unveil its new smart home strategy, seeking to plug a major hole in its ecosystem.See omnystudio.com/listene
BONUS SERIES: Our Town Chapter 3 | One Little Bacon-Wrapped Sausage
Backers of the venture are big fans of a town in Idaho where a preacher with a flamethrower tells our reporters how much he hates feminism. Today on The Big Take: Chapter 3 of Our Town, a limited-run series from Bloomberg and The Big Take, hosted by Meribah Knight with Bloomberg’s Susan Berfield. Our Town tells the story of a battle over identity fought on one small town’s soil, where
OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
Bloomberg’s Ed Ludlow breaks down OpenAI's latest annualized revenue, expected to reach or exceed $70 billion by the end of the year. Plus, Oracle keeps several data centers on track by relying on truck deliveries of natural gas, and a conversation with Kleiner Perkins partner Ilya Fushman on the mega AI IPO pipeline and the future of physical AI.See omnystudio.com/listener for privacy infor
AI Boom Faces New Tests From Chips to Immigration
Bloomberg’s Ed Ludlow breaks down the Trump administration's decision to suspend an immigration program for multiple tech firms, including Microsoft, alleging widespread abuse of that worker visa system. Plus: Samsung's quarterly profit jumps and TSMC sales surge, but investors are still worried about the staying power of the AI investment boom. And, NASA's SpaceX Crew-12 makes it way back d
SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
Bloomberg’s Ed Ludlow takes a look at SpaceX in talks with banks and investors to borrow $40 billion to buy chips from Nvidia. Plus, Apple plans its entry into the smart home space with a doorbell, thermostat, and other accessories developed with LG; and JD Moriarty, Vice Chair and head of Global Tech Equity Capital Markets at Bank of America Securities, discusses the upcoming mega AI IPO pi
OpenAI, DeepSeek Chase Billions as AI Funding Boom Rolls On
Bloomberg’s Ed Ludlow breaks down OpenAI's talks with multiple investors to raise at least $30 billion at a valuation of about $1.4 trillion. Plus, DeepSeek is also close to securing at least 12 billion in its latest round of funding ahead of its own IPO next year, and JPMorganChase CEO Jamie Dimon weighs in on data centers and AI risks from London's Tech Stars event.See omnystudio.com/liste
AI Boom: Bigger Infrastructure, Bigger Fortunes
Bloomberg’s Ed Ludlow breaks down Hon Hai's results beating revenue expectations as the infrastructure boom rolls on, in another sign the AI spending spree isn't slowing down. Plus, the AI boom leads to a billionaire boom as Tech's richest are now worth a combined $4.6 trillion. And, how Apple's new CEO is putting his own stamp on the company and making design a much bigger priority.See omny
BONUS SERIES: Our Town Chapter 2 | This Dangerous Venture of Yours
Diana looks into the town’s newest arrivals: What’s their deal — and who are their friends?Today on The Big Take: Chapter 2 of Our Town, a limited-run series from Bloomberg and The Big Take, hosted by Meribah Knight with Bloomberg’s Susan Berfield. Our Town tells the story of a battle over identity fought on one small town’s soil, where acreage, heritage, and what it
Bloomberg Tech Screentime Special
Bloomberg’s Ed Ludlow is live in LA for Bloomberg Screentime 2026, speaking with tech leaders and media entrepreneurs. Suno CEO Mikey Shulman discusses how AI is expanding — rather than simply disrupting — the music industry, Promise CEO George Strompolos and Luma AI COO Caroline Ingeborn talk about AI's growing role in filmmaking, and Vermillio CEO Dan Neely dives into the debat
Bloomberg Tech Screentime Special
Bloomberg’s Ed Ludlow is live in LA for Bloomberg Screentime 2026, speaking with AI and media entrepreneurs and leaders. Suno CEO Mikey Shulman discusses how AI is expanding — rather than simply disrupting — the music industry, Promise CEO George Strompolos and Luma AI COO Caroline Ingeborn talk about AI's growing role in filmmaking, and Vermillio CEO Dan Neely dives into the deb
OpenAI Seeks $30B as Trump Backs AI Safety Audits
Bloomberg’s Ed Ludlow breaks down OpenAI's plan to raise at least $30 billion from investors in a new round of funding after pushing back its plans for an IPO. Plus, President Trump supports using outside auditors to assess the safety of AI systems after meeting with Silicon Valley leaders; and Apple keeps pushing the envelope under new CEO John Ternus with plans to make its foray into the s
AI Takes Center Stage From Washington to Wall Street
Bloomberg’s Ed Ludlow breaks down President Trump's new AI-powered website America.gov, putting AI at the center of his agenda. Plus, Anthropic warns of "existential risks to humanity" in its prospectus ahead of its IPO according to reports, and AMD makes a big AI bet on the frontier by acquiring Fei-Fei Li's World Labs in an all-stock deal valued at $8.2 billion.See omnystudio.com/listener
Nvidia Goes Big on Buybacks as SpaceX Reaches Orbit
Bloomberg’s Ed Ludlow breaks down Nvidia's decision to boost the size of its share buyback plan by a record $150 billion, taking the total amount to $235 billion. Plus, a milestone for SpaceX's Starship rocket reaching orbit for the first time after the mission briefly looked at risk because an engine failed during ascent. And, Meta taps MongoDB's president and CEO to lead a new AI platform
BONUS SERIES: Our Town Chapter 1 | Sometimes You Find Silver
Oh, the things you can find with an inquisitive mind – and a metal detector.Today we’re bringing you Chapter 1 of Our Town, a limited-run series from The Big Take, hosted by Meribah Knight with Bloomberg’s Susan Berfield. The series tells the story of a battle over identity fought on small town soil, where acreage, heritage, and what it means to be an American are all up for grab
Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
Bloomberg’s Tim Stenovec breaks down Anthropic's $11.6 billion contract with Akamai for AI computing power - the largest deal in Akamai's history. Plus, President Trump calls his meeting with his Chinese counterpart Xi Jinping "very productive" with little to show for it; and Microsoft steps back from the race to build a personal chatbot by merging the consumer and workplace versions of its
Oracle’s Data Center Challenge as Trump, Xi Talk AI
Bloomberg’s Ed Ludlow breaks down Oracle's latest move to protect itself from mounting costs on a massive New Mexico data center facing regulatory setbacks and local opposition. Plus, Meta comes out with a new palm-sized device for using its popular new AI assistant, Muse; and all eyes are on President Trump and China's Xi Jinping as they meet in the White House and discuss AI.See omnystudio
Anthropic’s New Model, the Robot Economy and Apple Health
Bloomberg’s Ed Ludlow breaks down Anthropic's new faster, cheaper AI model as the startup tries to stay ahead of rivals before its IPO. Plus, Morgan Stanley's Adam Jonas discusses SpaceX, Tesla and the robotics boom, and Bloomberg reports Apple aims to take on Whoop with its own screenless health and fitness tracker.See omnystudio.com/listener for privacy information.
Alibaba Takes On Nvidia as the Global AI Race Heats Up
Bloomberg’s Ed Ludlow breaks down Alibaba's new AI chip, an accelerator to compete with Nvidia and underpinning a massive expansion of data center capacity in coming years. Plus, he sits down with Gagan Biyani, Founder and CEO of the Horowitz Andreessen Academy - Silicon Valley's alternative college for the AI era. And he sits down with AI pioneer Fei-Fei Li to talk about the AI safety debat
AI Takes Center Stage Ahead of Trump-Xi Summit
Bloomberg’s Ed Ludlow breaks down what to expect from the Trump-Xi summit later this week, with AI's role anticipated to be a major part of the agenda for those upcoming talks. Plus, Bloomberg reports Paramount reached a settlement with California and other states suing to block its proposed acquisition of Warner Bros. Discovery; and as data shows more disruption to US data centers, we get t
AI Builds Itself as the Spending Boom Accelerates
Bloomberg’s Ed Ludlow breaks down Anthropic's finding that its Claude chatbot is leading 26% of its AI research and development, even as the global debate around AI heats up. Plus, SoftBank is closing out the week with nearly $21 billion in potential fresh borrowings as it builds out its AI financing capacity, and Crusoe CEO Chase Lochmiller discusses the race to build the infrastructure pow
OpenAI Reports New AI Safety Incidents; AI CEOs Weigh In on AI Debate
Bloomberg’s Ed Ludlow breaks down OpenAI's new plan to track when things go wrong after revealing new cases of its AI models going off-script. Plus, Databricks CEO Ali Ghodsi and machine learning pioneer Andrew Ng weigh in on the global AI safety debate; meanwhile in Silicon Valley, the immediate fear is missing out on the money.See omnystudio.com/listener for privacy information.
Meta CEO Weighs In On AI Safety Debate
Bloomberg’s Ed Ludlow breaks down Mark Zuckerberg's call for AI labs to rely on independent evaluators and advisers to ensure models are safe. Plus, OpenAI is said to be in early talks with investors about a new funding round that could value the ChatGPT maker at more than $1.2 trillion, and Impulse Space CEO Tom Mueller discusses the company's $308 Million Series D Extension and the future
AI’s Biggest Players Debate a Frontier Slowdown
Bloomberg’s Ed Ludlow breaks down calls from AI for a slower pace at the frontier, arguing safety needs time to catch up with increasingly powerful models. The debate is reaching Washington and Wall Street, with AI-linked stocks under pressure as investors weigh what slower development could mean for the spending boom.See omnystudio.com/listener for privacy information.
Oracle’s Cloud Growth; Debate Around AI Risks
Bloomberg’s Ed Ludlow breaks down Oracle's latest results and how they are helping ease concerns around the company's massive AI infrastructure buildout. Plus, the debate around AI's societal risks and the backlash against the global data center build-out grow louder.See omnystudio.com/listener for privacy information.
Apple’s Ternus Era Starts the iPhone Duo
Bloomberg’s Ed Ludlow discusses Apple's iPhone Duo with Bloomberg's Mark Gurman, from its anticipated reception with consumers to what it means for Apple's new era under CEO John Ternus. Plus, the AI chip race is moving to inference, and Elon Musk's Boring Co. reaches a $23 billion valuation.See omnystudio.com/listener for privacy information.
Apple Kicks Off Terns Era with First Foldable Phone
Bloomberg’s Ed Ludlow is live from Apple Park in Cupertino for what could be the iPhone Maker's most consequential product launch in years, with John Ternus making his first major public appearance as Apple CEO - and all eyes on Apple's highly anticipated first foldable iPhone, marking the biggest change to the iPhone's form factor in almost twenty years.See omnystudio.com/listener for priva
Qualcomm Signs Deal to Provide Amazon With Custom AI Chips
Bloomberg’s Riley Griffin breaks down Qualcomm's deal signing up Amazon as a data center chip customer, an agreement that will span "multiple generations." Meanwhile, another deal falls apart after Anthropic decides against acquiring AI startup Decart AI; and all eyes are on Apple as the company kicks off its product launch tomorrow, with its foldable iPhone a decade in the making.See omnyst
Anthropic Builds Its War Chest Ahead of IPO
Bloomberg’s Lisa Mateo takes a look at Anthropic as it finalizes an expansion of its revolving credit facility to $15 billion before its anticipated public filing. Plus, a look at the latest US jobs report showing the IT sector shed 23,000 jobs in August; and Apple is kicking off the John Ternus era with what could be the biggest run of new devices in its history.See omnystudio.com/listener
Special Edition: OpeanAI CEO Sam Altman Talks GPT-6 Astra Debut, Going Public
OpenAI CEO and co-founder Sam Altman discusses the rollout of GPT-6 Astra, the company's latest AI model, and says the tech industry has done a terrible job of communicating the benefits of AI. Speaking with Bloomberg Tech co-host Ed Ludlow as heard live on Bloomberg TV and Radio, Altman also says he assumes the company will go public one day. See omnystudio.com/listener for privacy informati
AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face
Bloomberg’s Ed Ludlow breaks down what earnings from Broadcom, Snowflake and HPE tell us about the strength of the AI boom. Plus, Hugging Face co-founder Thomas Wolf joins to discuss Nvidia's $13 billion acquisition deal for the AI startup; and self-driving tech startup Wayve reaches a deal with Uber to offer robotaxi rides in London.See omnystudio.com/listener for privacy information.
Nvidia Nears $14B Hugging Face Deal
Bloomberg’s Ed Ludlow breaks down Nvidia's advanced talks to acquire AI startup Hugging Face in a $14 billion deal. Plus, Dell shares jump after the company boosted its annual sales forecast by $25 billion due to surging demand for servers to run AI tasks, and Uber cuts 10% of its staff globally to streamline its core engineering, science and delivery groups.See omnystudio.com/listener for p
Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO
Bloomberg’s Ed Ludlow breaks down Anthropic's $35 billion computing deal with Nvidia-backed cloud provider Lambda as the AI startup looks to expand its AI capacity. Plus, Elon Musk predicts AI will increase the global economy by up to 30%, and John Ternus officially takes over as Apple CEO as the company gets ready for a new product unveil next week.See omnystudio.com/listener for privacy in
Nvidia Makes $3.5 Billion Bet on MediaTek
Bloomberg’s Ed Ludlow breaks down Nvidia's $3.5 billion investment in MediaTek, deepening its collaboration with the Taiwanese chipmaker. Plus, today is Tim Cook's last day as CEO of Apple before John Ternus takes the reins tomorrow, and all eyes are on Anthropic as it prepares to file publicly in the coming weeks.See omnystudio.com/listener for privacy information.
Special Edition: Nvidia CEO Jensen Huang & MediaTek CEO Rick Tsai Talk New Partnership
Nvidia is investing $3.5 billion in MediaTek, deepening collaboration with the Taiwanese chipmaker at a time when it’s working to persuade more companies to build chips that plug into its dominant data center ecosystem. Nvidia CEO Jensen Huang and MediaTek CEO Rick Tsai join Bloomberg Tech's Ed Ludlow to discuss the deal.See omnystudio.com/listener for privacy information.
Introducing: Bloomberg Money
Bloomberg Money is a new, weekly podcast focused on YOUR money. Listen for wealth strategies, retirement tips and a personal finance insights. Join Tom Keene and Scarlet Fu for new episodes every Friday. Listen on Apple: https://podcasts.apple.com/us/podcast/bloomberg-money/id6803227140 Listen on Spotify: https://open.spotify.com/show/3lvzLLAZMdrxTB6y68Nb
Fed Focus, Anthropic Victory and PayPal Deal Bust
Bloomberg’s Tim Stenovec zeroes in on Jackson Hole after Fed Chairman Kevin Warsh delivered his first address at the Symposium. Plus, a US judge rules that the Trump administration must lift its ban on Anthropic's AI tech for federal agencies. And, a consortium of Advent and Stripe decided to abandon its pursuit of PayPal - a deal that would have ranked as one of the biggest-ever leveraged b
Nvidia Sees 70% Growth as AI Boom Accelerates
Bloomberg’s Ed Ludlow breaks down Nvidia's prediction of a 70% revenue growth next fiscal year, far exceeding analyst estimates. Plus, Salesforce shares jump after giving an outlook for strong revenue expansion, and deepening its ties with Anthropic. And Hugging Face comes out with its newest robot: a duck that can walk, talk, and roller-skate.See omnystudio.com/listener for privacy informat
Nvidia’s Big Test as AI Chip Race Heats Up
Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings report on Wednesday, as the stock is on track to snap its seven-session losing streak. Plus, Apple announces new Mac mini and Mac Studio desktop computers with major processor upgrades, and OpenAI says its new Jalapeno chips performed better than Nvidia's current lineup.See omnystudio.com/listener for privacy information
AI’s Global Capital Race Accelerates
Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings this week, this as Bloomberg reports Nvidia customers have been notified about price hikes. Plus, SoftBank plans a record $6.3 billion retail bond sale to raise funds for its investment commitments to OpenAI, and Alibaba raises $10.2 billion to take the lead in the global AI race in what was Hong Kong's biggest follow-on
Anthropic Preps for Blockbuster Public Listing
Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power, and all eyes are on Nvidia as the chipmaker reports earnings next week.See omnystudio.com/listener for privacy infor
Alibaba's AI Spending Spree, Concerns of Circular AI Financing
Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba's profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft's largest AI customers, and at defense tech startup Castelion's plans to boost production of its hypersonic missile systems.See omnystudio.com/listener for privacy information.
Google’s Chip Push, SK Hynix’s $29 Billion Buyback
Bloomberg’s Ed Ludlow takes a look at the expanded partnership between Marvell and Google for chip development, with Marvell giving the search giant the right to buy as much as $12.2 billion in stock. Plus, SK Hynix plans to buy back $29 billion of shares and return more profits to investors to stabilize its stock after falling more than 50% in two months. And, startup Fuse raises $100 milli
Anthropic’s $65 Billion Surge, OpenAI’s Teen Push
Bloomberg’s Ed Ludlow breaks down Anthropic’s annualized revenue topping $65 billion as the AI startup moves closer to a potential IPO. Plus, OpenAI launches ChatGPT for Teens, aimed at giving 13- to 17-year-olds a safer way to use the chatbot for learning. And, after advanced AI models escaped controlled safety tests and accessed real-world systems, we speak with the CEO of the startu
Anthropic's Revenue Jump, The Wealthy Bet on SpaceX
Bloomberg’s Ed Ludlow breaks down Anthropic's second-quarter revenue jump to more than $11.5 Billion, 14 times more compared to the same period a year ago. Plus, some family offices from around the world have built up billions of dollars of exposure to SpaceX; and Bedrock Robotics launched the first fully autonomous excavator in the US.See omnystudio.com/listener for privacy information.
OpenAI’s Explosive Growth Continues
Bloomberg’s Tim Stenovec takes a look at OpenAI, which is on track to generate annualized revenue of more than $40 billion, roughly doubling its run rate from the end of 2025. Plus, how a New York City bill backed by Mayor Zohran Mamdani could force Amazon to directly employ its delivery workers, and Meta's former chief AI scientist joins a new venture firm to invest in early AI startups.See
Anthropic Looks to Buy Decart for $6 Billion
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
CoreWeave, Supermicro Lead Tech Stocks Higher on Results
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.c
Intel Raises Billions, Apple Sticks With Glass iPhone
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 valu
Intel Taps AI Boom as Apple Faces Doubts
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 p
BONUS: Lyft CEO David Risher Talks Company Expansion
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.
Jobs, AI and Tech Earnings
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 pr
Alphabet's Bond Sale Signals AI Confidence
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 j
BONUS: Western Digital CEO Irving Tan Talks AI Storage Demand
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
BONUS: Uber CEO Dara Khosrowshahi Talks Robotaxis & Booking Outlook
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
SpaceX, Uber and the Future of Mobility
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 mileston
Palantir Surges as AI Demand Accelerates
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 informatio
Special Edition: Hugging Face CEO Clement Delangue Talks OpenAI Hack
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 the
China's AI Push Meets Amazon's Cloud Surge
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
Amazon Soars, Apple Struggles, AI Faces New Scrutiny
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 pr
AI Winners and Losers Emerge
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/l
Markets Brace for Microsoft and Meta Earnings
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/li
AI Trade Stumbles as Chip Stocks Slide
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 becom
AI Industry’s Circular Financing Deals, Apple Smart Glasses
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.
Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea
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 bu
Open-Weight AI Debate Takes Center Stage
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
AI Spending, Mobileye's CEO Exit & IBM CEO on Results
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 omnystud
OpenAI's AI Test, AMD's Anthropic Deal & Apple's Roadmap
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
Nvidia's AI Push, Paramount's Merger Pause & China's AI Race
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
The AI Race, Starship and Silicon Valley's Defense Bet
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.
China's Moonshot, Netflix's Slump & Greylock's $1.5B Bet
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 omnystu
TSMC Slides, Saronic Invests in Texas, GameStop Makes Its Move
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 pri
AI Selloff, Apple vs. OpenAI & the Future of Defense Tech
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-
SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price
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.
Special Edition: SK Chairman Chey Tae-won on SK Hynix's US Debut
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
SK Hynix US Listing Demand Soars
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 Ge
Jittery Tech Markets; OpenAI Gets BofA Credit Line
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 v
AI Chip Selloff Spreads Across Global Markets
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 inform
Broadcom, Apple Expand Custom Chip Partnership
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/liste
Tesla Deliveries Jump 25%
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
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