Bloomberg Technology

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- Bloomberg

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Episodios: 1088
Duración promedio: 47min
Idioma: Inglés
Formato
Categoría: Economía y negocios

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.

Episodes

AI Chip Selloff Spreads Across Global MarketsBloomberg’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 information.
1116|47min
Broadcom, Apple Expand Custom Chip PartnershipBloomberg’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/listener for privacy information.
1115|47min
Tesla Deliveries Jump 25%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 AI. See omnystudio.com/listener for privacy information.
1114|46min
Meta to Build Cloud Business to Sell Excess AI ComputeBloomberg’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.
1113|46min
Chip Stocks on Track for Best Quarter EverBloomberg’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 for privacy information.
1112|46min
Rocket Lab Targets SpaceX's Starlink Dominance in New DealBloomberg’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 access to its Mythos 5 AI model after resolving concerns about the technology's potential threats to national security. See omnystudio.com/listener for privacy information.
1111|46min
OpenAI Weighs IPO in 2027Bloomberg’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.
1110|51min
OpenAI Weighs IPO in 2027Bloomberg’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.
1109|51min
Micron, Qualcomm Show Strong AI DemandBloomberg’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.
1108|46min
OpenAI Unveils First Custom AI Chip With BroadcomBloomberg’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.
1107|49min

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