Bloomberg Tech

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 informatio...

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...

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 info...

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.

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...

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...

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.

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. Se...

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...

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....

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...

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...

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 p...

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...

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...

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...

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...

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 informati...

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...

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...

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 p...

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/...

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/l...

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...