Bloomberg Tech

Bloomberg

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.

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20 episodes
Updated Friday

Episodes20

Newest first

Amazon Soars, Apple Struggles, AI Faces New Scrutiny
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 privacy information.
Friday · 45 min
AI Winners and Losers Emerge
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/listener for privacy information.
Thursday · 45 min
Markets Brace for Microsoft and Meta Earnings
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/listener for privacy information.
Wednesday · 44 min
AI Trade Stumbles as Chip Stocks Slide
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 becomes just the second company ever to achieve a $5 trillion market valuation. See omnystudio.com/listener for privacy information.
Tuesday · 44 min
AI Industry’s Circular Financing Deals, Apple Smart Glasses
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.
Monday · 44 min
Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea
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 business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.” Huang speaks to Ludlow after the CEO’s appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung. Listen for their full conversation on Nvidia’s investment in South Korea and the latest in the AI space. See omnystudio.com/listener for privacy information.
July 25 · 14 min
Open-Weight AI Debate Takes Center Stage
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 partnership with AMD to challenge Nvidia, promising some of the fastest AI systems on the market. See omnystudio.com/listener for privacy information.
July 24 · 43 min
AI Spending, Mobileye's CEO Exit & IBM CEO on Results
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 omnystudio.com/listener for privacy information.
July 23 · 47 min
OpenAI's AI Test, AMD's Anthropic Deal & Apple's Roadmap
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 year at its Galaxy Unpacked event. See omnystudio.com/listener for privacy information.
July 22 · 44 min
Nvidia's AI Push, Paramount's Merger Pause & China's AI Race
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 Washington promising to scrutinize Chinese models as investors hunt for the next big winners. See omnystudio.com/listener for privacy information.
July 21 · 39 min
The AI Race, Starship and Silicon Valley's Defense Bet
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.
July 20 · 43 min
China's Moonshot, Netflix's Slump & Greylock's $1.5B Bet
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 omnystudio.com/listener for privacy information.
July 17 · 44 min
TSMC Slides, Saronic Invests in Texas, GameStop Makes Its Move
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 privacy information.
July 16 · 48 min
AI Selloff, Apple vs. OpenAI & the Future of Defense Tech
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-founder and 8VC managing partner Joe Lonsdale sits down with Ed to discuss his outlook for the defense tech sector. See omnystudio.com/listener for privacy information.
July 14 · 48 min
SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price
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.
July 10 · 43 min
Special Edition: SK Chairman Chey Tae-won on SK Hynix's US Debut
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 plan is at a much bigger number,” he said, “much, much, much bigger than $35 billion.” See omnystudio.com/listener for privacy information.
July 10 · 30 min
SK Hynix US Listing Demand Soars
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 Gemini. See omnystudio.com/listener for privacy information.
July 9 · 44 min
Jittery Tech Markets; OpenAI Gets BofA Credit Line
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 valuations. See omnystudio.com/listener for privacy information.
July 8 · 41 min
AI Chip Selloff Spreads Across Global Markets
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 information.
July 7 · 44 min
Broadcom, Apple Expand Custom Chip Partnership
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/listener for privacy information.
July 6 · 44 min

Bloomberg Tech

Amazon Soars, Apple Struggles, AI Faces New Scrutiny

AI Winners and Losers Emerge

Markets Brace for Microsoft and Meta Earnings

AI Trade Stumbles as Chip Stocks Slide

AI Industry’s Circular Financing Deals, Apple Smart Glasses

Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea

Open-Weight AI Debate Takes Center Stage

AI Spending, Mobileye's CEO Exit & IBM CEO on Results

OpenAI's AI Test, AMD's Anthropic Deal & Apple's Roadmap

Nvidia's AI Push, Paramount's Merger Pause & China's AI Race

The AI Race, Starship and Silicon Valley's Defense Bet

China's Moonshot, Netflix's Slump & Greylock's $1.5B Bet

TSMC Slides, Saronic Invests in Texas, GameStop Makes Its Move

AI Selloff, Apple vs. OpenAI & the Future of Defense Tech

SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price

Special Edition: SK Chairman Chey Tae-won on SK Hynix's US Debut

SK Hynix US Listing Demand Soars

Jittery Tech Markets; OpenAI Gets BofA Credit Line

AI Chip Selloff Spreads Across Global Markets

Broadcom, Apple Expand Custom Chip Partnership