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Bloomberg

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

Bloomberg Technology

Today we’re sharing something a little different in your feed — an episode from our colleagues at Here’s Why, Bloomberg’s weekly show that answers one big question in under 10 minutes, explaining the ideas shaping our world.
 
This episode looks at a story right at the heart of the tech world: the massive investments in AI data centers, and the hidden costs that come with them.
 
If you’d like to hear more episodes like this one, you can follow Here’s Why wherever you get your podcasts:
 
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Apple Podcasts: https://podcasts.apple.com/gb/podcast/heres-why/id1479610314
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Spotify: https://open.spotify.com/show/6dajvfHUjw7HaFot0BoNNu
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Bloomberg: https://www.bloomberg.com/podcasts/series/heres-why
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See omnystudio.com/listener for privacy information.

Special Episode: Here's Why AI Costs Still Worry Investors

Bloomberg’s Caroline Hyde discusses the wild ride markets have been on as AI and crypto anxiety hit investors. Plus, OpenAI is teaming up with Foxconn to design AI data center hardware in the US. And Cerebras CEO Andrew Feldman shares his thoughts on the US approval for advanced AI chips to be sold to the Middle East.

See omnystudio.com/listener for privacy information.

AI, Crypto Anxiety Creates Volatile Week for Markets

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s earnings, as the AI chip leader delivers an upbeat forecast. Plus, Palo Alto Networks CEO Nikesh Arora discusses the company’s earnings and plans to buy Chronosphere for $3.35 billion. And AI pioneer Yann LeCun is leaving Meta to launch his own startup.

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Nvidia’s Forecast Lifts AI Trade

Nvidia CEO Jensen Huang discusses the "off the charts" sales of the Blackwell advanced graphics processing unit (GPU), the company's new Vera Rubin platform and the outlook for demand from China with Bloomberg Tech co-host Ed Ludlow, in a special conversation as heard on Bloomberg TV and Radio.

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Bloomberg Tech Special: Nvidia CEO Jensen Huang on Upbeat Forecast

Nvidia, the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle. Sales will be about $65 billion in the fiscal fourth quarter, which runs through January, the chipmaker said in a statement Wednesday. Analysts had estimated $62 billion on average, with some predictions ranging as high as $75 billion. 

The outlook signals that demand remains strong for Nvidia’s artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia has faced growing fears that the runaway spending on such equipment isn’t sustainable. Nvidia shares gained about 4% in late trading after the report was released. They had been up 39% this year through the close.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
 
 • Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners
 • Bloomberg Tech Co-Host Ed Ludlow
 • Bloomberg News Big Tech Team Leader Sarah Frier
 
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Instant Reaction: Nvidia Gives Strong Forecast, Countering Fears of AI Bubble

Bloomberg’s Caroline Hyde and Ed Ludlow discuss what investors are keeping their eyes peeled for when Nvidia’s earnings come out. Plus, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk speak at the US-Saudi Investment Forum. And Brookfield Asset Management targets $10 billion of fund commitments for a global AI infrastructure program in partnership with Nvidia and Kuwait's wealth fund.

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All Eyes on Nvidia Ahead of Earnings

Bloomberg’s Caroline Hyde breaks down what’s behind Microsoft’s and Nvidia’s commitment to invest up to $15 billion combined in AI startup Anthropic. Plus, Saudi Arabia's Crown Prince visits the White House with discussions expected on chips, tech investments and AI innovation. And Roblox CEO Dave Baszucki talks about the roll out of age-verification tools as the gaming platform works to increase safety for users.

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Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Bloomberg’s Caroline Hyde discusses the move by Peter Thiel’s hedge fund to sell its holdings in Nvidia and its stock impact ahead of earnings. Plus, the crypto market selloff shows no signs of easing, and some of the riskiest tokens are bearing the brunt of it. And Amazon is seeking to raise about $12 billion through a debt offering, amid an industry-wide race to build AI infrastructure.

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Theil’s Hedge Funds Sells Entire Nvidia Stake

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the latest moves in tech stocks as skepticism grows about whether the Federal Reserve will cut interest rates in December. Plus, Thinking Machines, the AI startup founded by former OpenAI executive Mira Murati, is in talks to raise funding at a $50 billion valuation. And Cursor CEO Michael Truell discusses the AI-coding startup’s latest fundraise at a $29.3 billion valuation.

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AI Funding Frenzy Continues with Cursor, Thinking Machines

Bloomberg’s Caroline Hyde and Ed Ludlow speak with Cisco CEO Chuck Robbins after the company raised its outlook and showed progress capturing more of the global AI spend. Plus, their conversation with Disney CFO Hugh Johnston on the media giant’s plan to invest in its content slate and streaming bundling. And Tesla is developing support for Apple's CarPlay system in its vehicles, according to sources, working to add one of the most highly requested features by customers.

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Cisco Shares Nears Dot-Com Highs

Bloomberg's Caroline Hyde and Ed Ludlow break down Applied Materials' earnings which fail to impress investors. Plus, OpenAI and Reddit announce a partnership to bring its content to ChatGPT and other products, and CoreWeave secures nearly $8 billion in private debt. 

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Applied Materials' Results, and OpenAI and Reddit's Partnership

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