Bloomberg Tech

Bloomberg’s Caroline Hyde discusses Amazon’s $38 billion deal to supply OpenAI with Nvidia chips, as the AI investment boom continues. Plus, Xiaomi's pivot from smartphones to electric vehicles may have come at a human cost. And Palantir’s earnings are expected to show continued excitement for AI and defense tech.  See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses investors' reactions to earnings releases from Amazon, Apple, Twilio and others. Plus, Nvidia CEO Jensen Huang still hopes to sell its Blackwell chips to customers in China. And CoreWeave CEO Michael Intrator says his company’s relationship with Core Scientific is still strong, even after the latter’s shareholders rejected an acquisition offer....

Bloomberg’s Caroline Hyde and Ed Ludlow discuss earnings from Alphabet, Microsoft and Meta as Apple and Amazon prepare to report after the bell. Plus, Roblox CEO David Baszucki discusses the platform’s user growth which added to the company’s costs. And President Trump and China's Xi Jinping discussed trade and chips during a meeting in South Korea. See omnystudio.com/listener fo...

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s impact on the market as the chipmaker becomes the first $5 trillion firm off the back of its GTC event. Plus, Alphabet, Microsoft and Meta are all set to report results after the closing bell today. And AI startup Character. AI will ban kids from having conversations with chatbots on its platform. See omnystudio.com/listener for...

Bloomberg’s Caroline Hyde and Ed Ludlow discuss OpenAI’s agreement to give Microsoft a 27% stake in the startup as part of a restructuring plan that clears the path for the ChatGPT maker to become a for-profit business. Plus, the chair of Tesla’s board of directors talks about efforts to convince investors to approve the proposed $1 trillion compensation package for Elon Musk. An...

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Qualcomm’s jump into the AI data center market with new chips and computers that could challenge Nvidia. Plus, investors prepare for a big week of tech earnings with Microsoft, Google, Meta, Amazon and Apple all reporting. And Crusoe CEO Chase Lochmiller discusses the AI data center startup’s new $10 billion valuation. See omnystudi...

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s earnings, as the chipmaker returned to profitability and gave an upbeat revenue forecast. Plus, banks are preparing to launch a $38 billion debt offering to help fund data centers tied to Oracle. That comes as the Bank of England begins to probe data center lending amid fears of an AI bubble. And Mistral CEO Arthur Mensch discusse...

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the plunge in Tesla’s profits that came despite record vehicle sales and the ongoing debate around the proposed trillion dollar pay package for Elon Musk. Plus, the White House says it is weighing broad software restrictions against China, as the country pushes for tech self-reliance. And T-Mobile’s incoming CEO Srini Gopalan discus...

Bloomberg’s Ed Ludlow looks at the impact of discussions between Anthropic and Google for the AI startup to take additional computing power from Google, valued in the high tens of billions of dollars. Plus, tech earnings season is underway with Netflix and Texas Instruments disappointing investors. And AT&T CEO John Stankey discusses the impact of the iPhone 17 launch and growth of broad...

Bloomberg’s Ed Ludlow discusses OpenAI’s secretive project to train its artificial intelligence to build financial models and what that could mean for junior bankers. Plus, President Trump announced a deal with Australia on rare earths to counter China's dominance. And shares of Warner Bros. Discovery jumped after the company said it has expanded a strategic review of the business to m...

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of an outage at Amazon Web Services, causing widespread disruption. Plus, President Trump lists rare earths among his top priorities as the US and China resume trade talks. And IBM and Groq partner up to provide ultra-high-speed, low latency AI capabilities to enterprise customers. See omnystudio.com/listener for privacy information.

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Bloomberg Tech's Caroline Hyde discusses the growing China-US trade tensions as President Donald Trump gets set to meet China's Xi Jinping. Plus, billions of dollars in the crypto markets disappear as altcoins fall. And, Apple gets into touch with plans to revamp its MacBook lineup with touch displays. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC's third-quarter results, which beat expectations and provided a positive outlook buoyed by strong AI demand. Plus, China unveils export controls on its rare-earth supply chain, sparking a global pushback. And the head of Apple’s ChatGPT-like search effort leaves in another blow to the company’s AI ambitions. See omnystudio.com/...

Bloomberg’s Caroline Hyde breaks down ASML’s earnings as the AI boom continues to fuel demand for its cutting-edge chip-making machines. Plus, deals to develop data centers just keep coming, among them Microsoft and UK startup NScale inking a fourth deal. And Apple updates its top-of-the-line iPad Pro and other products with its own in-house chip. See omnystudio.com/listener for privac...

Bloomberg’s Caroline Hyde and Ed Ludlow break down the escalating trade tensions between China, the US... and now Europe too and what it means for the tech sector. Plus, concerns of an AI bubble grow louder among global fund managers and Instagram's Global Director of Policy on how the app is making some changes with tighter content restrictions for teenagers. See omnystudio.com/listene...

Bloomberg’s Caroline Hyde breaks down the latest deal by OpenAI with a chipmaker, this time with Broadcom. Plus, tech stocks bounce back as President Donald Trump signaled openness to a deal with China amid the latest trade showdown. And Warner Brothers Discovery rejects a takeover offer from Paramount Skydance, deeming it too low, according to sources. See omnystudio.com/listener for privac...

Bloomberg Tech's Caroline Hyde and Ed Ludlow are live in LA for Bloomberg Screentime 2025, speaking with celebrities, entrepreneurs and leaders across the media, gaming and streaming landscape. NPR CEO Katherine Maher discusses the state of media under the Trump administration, Twitch CEO Dan Clancy and Scopely COO Eunice Lee weigh in on the gaming landscape, while streamer Imane Anys - aka &ldquo...

Bloomberg Tech's Caroline Hyde and Ed Ludlow are live in LA for Bloomberg Screentime 2025, speaking with celebrities, entrepreneurs and leaders across the media, gaming and streaming landscape. NPR CEO Katherine Maher discusses the state of media under the Trump administration, Twitch CEO Dan Clancy and Scopely COO Eunice Lee weigh in on the gaming landscape, while streamer Imane Anys - aka &ldquo...

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the curious financial structure Elon Musk’s AI startup, xAI, is using to expand its ongoing fundraise. Plus, Tesla unveils cheaper versions of its top-selling EV models. And, the UK Minister for AI discusses increased investments between the UK and US on tech innovation. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise of Dell’s shares after the company nearly doubled its growth estimates for sales and profit through to fiscal 2030. Plus, CoreWeave CEO Michael Intrator talks about the company’s latest acquisition and weighs in on the wave of compute deals. And, Tesla is expected to announce a new cheaper version of its Model Y. See omnyst...

AMD CEO Lisa Su and OpenAI President Greg Brockman join Bloomberg Tech to weigh in on the two companies' deal to roll out AI infrastructure, a pact the chipmaker said could generate tens of billions of dollars in new revenue. Plus, White House AI and Crypto Czar David Sacks defends the Trump administration’s approach to China in the context of the global AI race, and Meta CMO Alex Schultz ha...

Bloomberg’s Caroline Hyde and Ed Ludlow discuss findings that Huawei's Ascend AI processors contain advanced components from TSMC, Samsung, and SK Hynix. Plus, Rivian is reworking the manual release on its vehicle doors after employees and customers raised concerns over potential safety issues. And Beijing dangles the promise of investments in the US as it pushes President Trump to reverse n...

Bloomberg’s Caroline Hyde and Ed Ludlow discuss OpenAI becoming the largest startup after it closed a deal allowing current and former employees to sell shares at a $500 billion valuation. Plus, Tesla's vehicle sales jumped to a worldwide record in the third quarter as US buyers got in before US tax credits expired. And Microsoft has inked more than $33 billion in commitments to neocloud pro...

Bloomberg’s Caroline Hyde and Ed Ludlow unpack the news that Samsung and SK Hynix have reached early-stage agreements to supply chips and other gear to OpenAI’s Stargate data center project. Plus, Wellington Management Head of Late-Stage Growth, Matt Witheiler, talks about the opportunities in the private markets as tech firms stay private longer. And Google, Amazon and Peloton are out...