Bloomberg Tech

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...

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....

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...

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...

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...

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.

Bloomberg’s Caroline Hyde discusses the hack of Microsoft SharePoint software that could impact tens of thousands of organizations. Plus, investors prepare for more second-quarter tech earnings. And Elon Musk’s wild bets and his feud with President Trump are creating challenges for his business empire. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow discusses Netflix earnings as the company’s shares fall. Plus, the CFO of Taiwan Semiconductor Manufacturing discusses the company’s $165 billion US expansion plan. And defense tech startup Hadrian closes a $260 million Series C funding round led by Founders Fund. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow discusses the impact of AI demand on shares of Taiwan Semiconductor Company. Plus, the President of self-driving startup Nuro explains the company’s plans for a robotaxi partnership with Uber and Lucid. And investors prepare for Netflix earnings, which no longer include subscriber numbers. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow discusses the rise in Nvidia shares as CEO Jensen Huang says he expects to get the first batch of US licenses to export H20 AI chips to China soon. Plus, Elon Musk’s xAI is in talks to lease data center capacity in Saudi Arabia. And markets react to reports that President Trump has held talks about firing Federal Reserve Chair Powell. See omnystudio.com/listener f...

Bloomberg’s Ed Ludlow discusses changes to US trade restrictions that will allow Nvidia and AMD to sell some AI chips to China. Plus, AI and Crypto Czar David Sacks and Energy Secretary Chris Wright both join from the inaugural Pennsylvania Energy and Innovation Summit. And Cognition AI agrees to buy Windsurf. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow discusses Panasonic’s new electric vehicle battery plant in De Soto, Kansas, with Panasonic NA CEO Megan Myungwon Lee and the CEO of Lucid, a key battery customer. Plus, Bloomberg’s Jackie Davalos breaks down Meta’s plans to spend hundreds of billions of dollars on compute power to build superintelligence. And Bitcoin’s value soars as Congress ki...

Bloomberg’s Romaine Bostick discusses the meeting between Nvidia CEO Jensen Huang and President Trump as Huang prepares for a China trip. Plus, Tesla preps its driverless cars for California and Arizona, just one month after its rollout in Austin, Texas. And, a conversation with Summer Mersinger, CEO of the Blockchain Association ahead of the "Crypto Week" in Washington. See omnystudio.com/l...

Bloomberg’s Caroline Hyde discusses xAI's rollout of Grok 4 as Elon Musk says Grok will come to Tesla vehicles next week. Plus, we hear from LinkedIn co-founder Reid Hoffman as the AI talent war draws big pay packages. And Varda Space raises $187 million in a series C funding as they look towards advancing space medicine manufacturing. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses Nvidia's rise to become the first ever company to have touched a $4 trillion market cap. Plus, SpaceX is in talks to sell shares that could value the company at $400 billion. And the White House puts Apple on blast for their slow migration of production, saying the tech giant thinks it's "too big to tariff". See omnystudio.com/listener for privacy informat...

Bloomberg’s Caroline Hyde discusses Apple's latest AI talent loss as a key AI executive leaves for Meta. Plus, Amazon's Prime Day kicks off to a tepid start as retailers and shoppers feel the bite of tariffs. And a conversation with CoreWeave CEO Michael Intrator as they buy Core Scientific in a $9 billion deal. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Elon Musk's political aspirations as he forms the "America Party". Plus, President Trump fires more tariff warnings as countries race to negotiate ahead of the Wednesday deadline. And CoreWeave is set to buy Core Scientific in a $9 billion deal. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow discuss OpenAI's deal with Oracle as they search for more compute capacity. Plus, a look at President Donald Trump's tax and spending bill as it nears a successful House vote. And the White House lifts some chip design software curbs on China. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in Tesla’s second-quarter sales. Plus, Foxconn pulls Chinese workers from India in a blow to Apple. And Microsoft plans a second large round of layoffs as it looks to spend more on artificial intelligence. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the clashes between President Donald Trump and Elon Musk. Plus, the Tesla CEO will oversee sales in Europe and the US as investors brace for disappointing delivery numbers in the second quarter. And, Apple considers using outside AI from Anthropic or OpenAI to power Siri. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s claim that he has found a buyer group for TikTok. Plus, Canada withdraws its digital services tax in a move to restart trade talks with the US. And Elon Musk slammed the Senate spending bill for removing electric vehicle tax credits. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow discusses the prospects of Nvidia becoming the first company to reach a $4 trillion market capitalization. Plus, US Commerce Secretary Howard Lutnick says the US and China have reached an understanding on a trade deal. And data center builder Crusoe announces an energy partnership with Redwood Materials. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Micron’s earnings as its sales surge in its high-bandwidth memory business. Plus, Managing Director of Baird Ted Mortonson discusses opportunities in the defense tech space. Chinese tech giant Xiaomi also says it received more than 200,000 pre-orders for its first electric SUV. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses the US strike on Iranian nuclear sites and the market impact. Plus, defense tech investors look for startups addressing asymmetric threats. And Tesla’s robotaxi service gets underway with a modest launch. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses SoftBank founder Masayoshi Son’s pitch to build a trillion-dollar AI industrial complex with TSMC in Arizona. Plus, the global robotaxi market heats up as Baidu looks to expand internationally and Tesla prepares to launch its service in Austin. And Meta rolls out new smart-glasses in a partnership with Oakley. See omnystudio.com/listener for privacy...