Bloomberg Tech

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.

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...

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...

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 omnystu...

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...

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...

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.

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 omnyst...

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 pr...

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-...

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.

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 pla...

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...

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...

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 infor...

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/list...

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...

Bloomberg’s Ed Ludlow breaks down Meta's plans to develop its own cloud infrastructure business aimed at selling access to AI computing power and models. Plus, the Trump administration lifts foreign access restrictions on Anthropic's Fable 5 AI model. And, Lime CEO Wayne Ting joins as the company gets ready to debut on the Nasdaq. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down what's behind the chip stock rally, with the sector heading toward its best quarter ever. Plus, Taiwan raids the offices of Super Micro as part of an investigation into the alleged smuggling of Nvidia chips into China. And, how a billion-dollar misunderstanding has left Korean investors empty-handed in the blockbuster SpaceX IPO. See omnystudio.com/listener...

Bloomberg’s Ed Ludlow speaks with the CEO of Rocket Lab about the company's biggest bet yet: buying Iridium in an $8 billion deal to challenge SpaceX in the orbital economy. Plus, South Korean firms, including Samsung and SK Hynix will spend at least $880 billion on chips and data centers, as the country seeks to maintain its edge in the AI era; and Anthropic wins US approval to restore some...

Bloomberg’s Ed Ludlow breaks down OpenAI's decision to potentially hold off on an IPO until next year - sending shares of SoftBank falling. Plus, global tech stocks drop after Apple hikes hardware price due to a memory crunch, and SpaceX's $25 billion bond sale is off to a rocky start. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down OpenAI's decision to potentially hold off on an IPO until next year - sending shares of SoftBank falling. Plus, global tech stocks drop after Apple hikes hardware price due to a memory crunch, and SpaceX's $25 billion bond sale is off to a rocky start. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Micron's blowout AI-fueled forecast shattering Wall Street's projections, and Qualcomm CEO Cristiano Amon joins to weigh on the company's own earnings and strong annual sales forecast. Plus, Apple raises prices on some hardware, an extreme measure in direct response to the memory and storage crunch. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow takes a look at OpenAI's first custom AI chip, called Jalapeno, developed in partnership with Broadcom. Plus, SK Hynix is planning to raise $29 billion in a landmark US listing, and Cerebras CEO Andrew Feldman weighs in on the company's first quarterly earnings since going public. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down why SpaceX shares are feeling a gravitational pull as Musk's company launches its debut bond sale. Plus, tech stocks sell off worldwide as Wall Street gets an AI wake-up call, and Menlo Ventures partner Venky Ganesan joins after the firm raises its biggest fund ever with $3 billion to back AI startups. See omnystudio.com/listener for privacy information.