Bloomberg
Bloomberg Tech
Listen for news and analysis on global technology companies and investors. Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.
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Episodes
Trump Threatens Tech Tariffs in Digital Taxes Reprisal 26.08.2025 44:07
Bloomberg’s Caroline Hyde discusses AT&T’s plans to buy EchoStar’s spectrum licenses for about $23 billion. Plus, President Trump is vowing tech curbs and tariffs on countries with digital services taxes. And AI demand is in focus as investors prepare for Nvidia’s earnings this week. See omnystudio.com/listener for privacy information.
Elon Musk Sues Apple, US Takes Intel Stake 25.08.2025 42:36
Bloomberg’s Caroline Hyde discusses the latest on Intel after President Donald Trump announced a 10% stake in the chipmaker. Plus, Elon Musk announces he's suing Apple and OpenAI, accusing the companies of thwarting competition. And the world of esports is set to get bigger with the introduction of the Esports Nations Cup tournament. See omnystudio.com/listener for privacy information.
Thoma Bravo to Pay $12.3 Billion for Dayforce, Nasdaq Fall Continues 21.08.2025 43:59
Bloomberg’s Caroline Hyde discusses concerns about AI valuations amid the Nasdaq 100's worst losing streak in five months. Plus, Thoma Bravo Managing Partner Holden Spaht discusses its planned acquisition of Dayforce for $12.3 billion. And Google puts AI at the center of its new Pixel devices. See omnystudio.com/listener for privacy information.
Tech Sell Off Continues as Investors Question AI ROI 20.08.2025 42:24
Bloomberg’s Caroline Hyde discusses the tech sell-off as shares fall for a second day. Plus Bank of America’s new Chief Technology and Information Officer talks about the bank’s use of AI as a new report from MIT shows most enterprises see no return on investment from their AI spend. And analysts offer their take on Meta restructuring its AI team again. See omnystudio.com/listene...
SoftBank Invests in Intel as US Government Eyes 10% Stake 19.08.2025 41:52
Bloomberg’s Caroline Hyde discusses potential plans by the US government to take a stake of about 10% in Intel as SoftBank buys into the chipmaker. Plus Palo Alto Networks CEO Nikesh Arora, discusses the company’s growth plans. And Apple expands iPhone production in India. See omnystudio.com/listener for privacy information.
OpenAI Staffers to Sell $6 Billion Worth of Shares 18.08.2025 43:41
Bloomberg’s Matt Miller discusses plans by current and former OpenAI employees to sell $6 billion worth of shares to an investor group that includes SoftBank. Plus, investors react to US government plans to take a stake in Intel. And global competition in the electric vehicle space picks up. See omnystudio.com/listener for privacy information.
Trump Eyes Chips Act Funds for Intel Stake 15.08.2025 42:08
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the Trump administration is eyeing CHIPS Act funds in order to take a stake in Intel. Plus, Applied Materials shares plunge due to growing trade concerns between the US and China. And OpenAI Chairman and Sierra CEO Bret Taylor talks about the impact artificial intelligence is having on software and how the OpenAI board is approachi...
Apple AI Plan Hinges on Robots, Cisco CEO Talks Tariffs 14.08.2025 42:27
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s AI push, which relies on robots, a lifelike version of Siri, and home security devices. Plus, Cisco CEO Chuck Robbins talks about AI sales and the impact of tariffs following the company’s earnings report. And WHOOP CEO Will Ahmed defends his company’s decision to keep its blood oxygen tracker operational despite a req...
Bessent Says Nvidia, AMD Deals Could Be a “Model” 13.08.2025 38:16
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Treasury Secretary Scott Bessent’s comments that the US deal allowing Nvidia and AMD to sell some AI chips to China could be a “model” for others. Plus, Tencent shares rise on a revenue beat and plans for AI. And CoreWeave CEO Michael Intrator discusses how the company plans to scale to meet AI demand. See omnystudio.com/liste...
China Urges Local Firms to Avoid Nvidia H20 Chips 12.08.2025 47:09
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that China is urging its domestic companies to avoid using Nvidia H20 chips. Plus, Elon Musk accuses Apple of favoring OpenAI above other AI companies in its app store, even threatening possible legal action. And Circle CEO Jeremy Allaire discusses plans for new products as shares of the company soar following its earnings report. See o...
Nvidia, AMD AI Deal, Intel CEO to Meet Trump 11.08.2025 33:47
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s and AMD’s agreement to pay 15% of their revenues from Chinese artificial intelligence chip sales to the US government. Analysts and investors react to the “unprecedented” deal. Plus, Intel CEO Lip-Bu Tan is set to meet with President Donald Trump, after the US leader called his resignation. See omnystudio....
OpenAI’s COO Lightcap Talks GPT-5 Launch 08.08.2025 44:15
Bloomberg’s Caroline Hyde speaks with OpenAI COO Brad Lightcap about the company’s latest model, GPT-5, and the battle to retain top talent in the artificial intelligence space. Plus, SoftBank and Meta each make moves to expand their AI data center resources. And the CEOs of Twilio, Chime, and Akamai each discuss their companies’ latest earnings reports. See omnystudio.com/listen...
Trump Says Intel CEO ‘Conflicted’ and Should Resign 07.08.2025 41:25
Bloomberg’s Caroline Hyde discusses President Donald Trump’s call for Intel CEO Lip-Bu Tan to resign. Plus the White House considers 100% tariffs on semiconductors, with a carveout for companies that move production back to the US including Apple. And the CEOs of Lyft, DraftKings and Duolingo all join to discuss their companies’ quarterly earnings. See omnystudio.com/listener for...
AMD CEO Lisa Su on the Chipmaker's AI Forecast 06.08.2025 42:23
Bloomberg’s Caroline Hyde and Ed Ludlow speak with AMD CEO Lisa Su about the company’s earnings report and where it sees demand coming from. Plus, OpenAI is said to be selling shares at a $500 billion valuation. And the White House says Apple will announce an additional $100 billion domestic investment. See omnystudio.com/listener for privacy information.
US Considers More Chip Tariffs 05.08.2025 44:06
Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s comments that more chip tariffs may be coming soon. Plus, booming demand for artificial intelligence led Palantir’s revenue to climb above $1 billion. And AMD is under pressure to show benefits from the AI race as the chipmaker prepares to release earnings after markets close. See omnystudio.com/listener for privac...
Joby to Buy Blade's Helicopter Ride-Share Business 04.08.2025 43:47
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Tesla’s approval of a $30 billion interim stock award for Elon Musk. Plus, Joby CEO JoeBen Bevirt discusses the eVOTL company’s plan to buy the helicopter ride-share business of Blade Air Mobility for $125 million. And Palantir and AMD face mounting pressure as the companies prepare to release their earnings. See omnystudio.com/list...
Big Tech’s Big Earnings Week 01.08.2025 46:39
Bloomberg’s Caroline Hyde and Ed Ludlow discuss how Big Tech earnings and changes to Trump’s tariff plans are being received by investors. Plus Reddit COO Jen Wong talks about the platform’s record quarterly profit, while Roblox CEO David Baszucki explains what’s behind its rise in user growth. And, the SpaceX Falcon 9 rocket launches on a mission to the International Space...
Figma Goes Public, CEO Field Sets Eyes on Growth 31.07.2025 44:55
Bloomberg’s Caroline Hyde speaks with Figma CEO Dylan Field from the New York Stock Exchange as his company goes public in one of the year’s biggest IPOs. Plus, Qualcomm CEO Cristiano Amon joins Bloomberg’s Ed Ludlow to discuss how the company is adapting to declines in handset demand. And Arm CEO Rene Haas says the company made a conscious decision to invest heavily in the previ...
Palo Alto Networks, CyberArk Reach $25B Deal 30.07.2025 42:49
Bloomberg’s Caroline Hyde and Ed Ludlow speak with the heads of Palo Alto Networks and CyberArk about the $25 billion acquisition deal the cybersecurity companies have reached. Plus, investors look for signs of growth and payoff from AI spending as big tech companies prepare to release earnings. And Anthropic nears a fundraising deal that would value the AI startup at $170 billion. See omnys...
US and China Trade Talks Impact Tech Ecosystem 29.07.2025 40:50
Bloomberg’s Caroline Hyde and Ed Ludlow discuss ongoing trade talks between the US and China taking place in Stockholm and how those could affect AI and the sale of rare earths. Plus, for the first time ever, Apple is shuttering a retail store in China. And Microsoft and OpenAI are in advanced talks to change the partnership that helped kick off the AI boom. See omnystudio.com/listener for p...
Samsung Inks $16.5B Deal with Tesla for AI Chips 28.07.2025 44:02
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Tesla’s plans to buy AI chips from Samsung in a new deal worth $16.5 billion. Plus, the US and EU reach a trade agreement that will see the European bloc face a 15% tariff on its exports, including cars and chips. And investors prepare for a busy week of tech earnings, as Microsoft, Meta, Apple, and Amazon all get ready to report results....
Intel's Results Fail to Convince Investors of Turnaround 25.07.2025 44:10
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in Intel shares after the company’s earnings failed to convince investors that its turnaround plans are working. Plus, Tesla is reported to be launching its robotaxi service in San Francisco this weekend. And Skydance and Paramount get the go-ahead from the Trump administration to close their merger. See omnystudio.com/listener f...
White House Adviseors Discuss How the US Will Export AI 24.07.2025 42:51
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the details and response to the Trump administration’s AI Action Plan. White House Office of Science and Technology Policy Director Michael Kratsios and White House Senior AI Policy Advisor Sriram Krishnan join them. Plus, Tesla warns of “rough quarters ahead,” and Google plans to raise its capital expenditure by $10 billion t...
US AI Action Plan Targets Rapid Data Center Growth 23.07.2025 41:34
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the newly released U.S. AI Action Plan, which centers on open-source development and aims to expand national data center capacity. Plus, the US National Nuclear Security Administration is among the organizations targeted by hackers exploiting a Microsoft SharePoint flaw. And, Tesla, Alphabet, and IBM are among the companies releasing earnings a...
Microsoft Points to Chinese Hackers in SharePoint Breach 22.07.2025 32:53
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the latest update in the Microsoft SharePoint hacking. Plus, OpenAI and Oracle announce plans to expand US data center capacity. And semiconductor maker NPX fails to impress investors with its third-quarter forecast. See omnystudio.com/listener for privacy information.
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