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Bloomberg

The only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Technology

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise of Dell’s shares after the company nearly doubled its growth estimates for sales and profit through to fiscal 2030. Plus, CoreWeave CEO Michael Intrator talks about the company’s latest acquisition and weighs in on the wave of compute deals. And, Tesla is expected to announce a new cheaper version of its Model Y.

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Dell Boosts Forecast Through 2030 Off AI Boom

AMD CEO Lisa Su and OpenAI President Greg Brockman join Bloomberg Tech to weigh in on the two companies' deal to roll out AI infrastructure, a pact the chipmaker said could generate tens of billions of dollars in new revenue. Plus, White House AI and Crypto Czar David Sacks defends the Trump administration’s approach to China in the context of the global AI race, and Meta CMO Alex Schultz has a new book on how AI is changing the advertising landscape.

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AMD's Chip Deal With OpenAI Triggers Explosive Rally

Bloomberg’s Caroline Hyde and Ed Ludlow discuss findings that Huawei's Ascend AI processors contain advanced components from TSMC, Samsung, and SK Hynix. Plus, Rivian is reworking the manual release on its vehicle doors after employees and customers raised concerns over potential safety issues. And Beijing dangles the promise of investments in the US as it pushes President Trump to reverse national-security restrictions on Chinese deals.

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Huawei AI Chips Contain Advanced Parts from Rivals

Bloomberg’s Caroline Hyde and Ed Ludlow discuss OpenAI becoming the largest startup after it closed a deal allowing current and former employees to sell shares at a $500 billion valuation. Plus, Tesla's vehicle sales jumped to a worldwide record in the third quarter as US buyers got in before US tax credits expired. And Microsoft has inked more than $33 billion in commitments to neocloud providers, as it aims to cope with a shortage of AI data center capacity.

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OpenAI Becomes World’s Largest Startup

Bloomberg’s Caroline Hyde and Ed Ludlow unpack the news that Samsung and SK Hynix have reached early-stage agreements to supply chips and other gear to OpenAI’s Stargate data center project. Plus, Wellington Management Head of Late-Stage Growth, Matt Witheiler, talks about the opportunities in the private markets as tech firms stay private longer. And Google, Amazon and Peloton are out with new AI-powered devices.

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South Korean Chipmakers to Supply OpenAI’s Stargate

Bloomberg’s Caroline Hyde and Ed Ludlow discuss CoreWeave’s deal to supply Meta with up to $14.2 billion worth of computing power. Plus, Spotify shares sink on news that founder Daniel Ek will transition from CEO to chairman. And Anthropic Chief Product Officer Mike Krieger explains why the company is focusing on enterprise clients with its new model that can code for 30 hours straight.

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CoreWeave’s $14 Billion Meta Deal, Spotify’s Ek to Leave CEO Role

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Electronic Arts’ agreement to be sold in a record-breaking leveraged buyout. Plus, Huawei plans to ramp up production of its most advanced AI chips in a bid to take market share from Nvidia. And Peloton is preparing to launch new AI software in its latest bid to revive the struggling fitness firm.

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EA Agrees to Largest Leveraged Buyout in History

Bloomberg’s Caroline Hyde and Ed Ludlow break down plans for investors to buy TikTok's US operations at a potential valuation of $14 billion. Plus, they discuss the possibility of an AI bubble, after hedge fund manager David Einhorn warned that spending on AI infrastructure may destroy vast amounts of capital. And Qualcomm's CEO shares his views on the changing chip landscape in the wake of Nvidia's Intel deal.

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Trump Advances Plans for TikTok US Deal

Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that Intel approached Apple about a possible investment and are working together more closely. Plus, HSBC says it has achieved a world-first in deploying quantum computing in financial markets, using IBM's Heron quantum processor. And Disney is gearing up for a legal fight with President Donald Trump over the reinstatement of Jimmy Kimmel's late-night show.

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Intel Approaches Apple About Investment

Bloomberg’s Caroline Hyde and Ed Ludlow look at Alibaba’s plans to ramp up AI spending past $50 billion, which sent its shares to a four-year high. Plus, OpenAI expands its Stargate data center plan with five new sites in the US. And late-night host Jimmy Kimmel is back on air with a conciliatory tone about his controversial comments and jokes about President Trump.

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Alibaba to Ramp Up AI Spend, Kimmel Returns to Late Night

Bloomberg's Caroline Hyde and Ed Ludlow break down Broadcom's fall after a disappointing forecast despite robust demand for AI products. Plus, tech stocks flirt with their worst week since 2022 ahead of Apple's big launch event, and the White House is targeting China again with plans for a fresh round of chip-related export controls. 

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Tech Stocks Flirt With Worst Week Since 2022

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