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Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.

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53 episodes
Avg 38 min
English

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Monday · 42 min
AI’s Biggest Players Debate a Frontier Slowdown
Bloomberg’s Ed Ludlow breaks down calls from AI for a slower pace at the frontier, arguing safety needs time to catch up with increasingly powerful models. The debate is reaching Washington and Wall Street, with AI-linked stocks under pressure as investors weigh what slower development could mean for the spending boom. See omnystudio.com/listener for privacy information.
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Friday · 43 min
Oracle’s Cloud Growth; Debate Around AI Risks
Bloomberg’s Ed Ludlow breaks down Oracle's latest results and how they are helping ease concerns around the company's massive AI infrastructure buildout. Plus, the debate around AI's societal risks and the backlash against the global data center build-out grow louder. See omnystudio.com/listener for privacy information.
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Thursday · 42 min
Apple’s Ternus Era Starts the iPhone Duo
Bloomberg’s Ed Ludlow discusses Apple's iPhone Duo with Bloomberg's Mark Gurman, from its anticipated reception with consumers to what it means for Apple's new era under CEO John Ternus. Plus, the AI chip race is moving to inference, and Elon Musk's Boring Co. reaches a $23 billion valuation. See omnystudio.com/listener for privacy information.
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September 9 · 46 min
Apple Kicks Off Terns Era with First Foldable Phone
Bloomberg’s Ed Ludlow is live from Apple Park in Cupertino for what could be the iPhone Maker's most consequential product launch in years, with John Ternus making his first major public appearance as Apple CEO - and all eyes on Apple's highly anticipated first foldable iPhone, marking the biggest change to the iPhone's form factor in almost twenty years. See omnystudio.com/listener for privacy information.
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September 8 · 44 min
Qualcomm Signs Deal to Provide Amazon With Custom AI Chips
Bloomberg’s Riley Griffin breaks down Qualcomm's deal signing up Amazon as a data center chip customer, an agreement that will span "multiple generations." Meanwhile, another deal falls apart after Anthropic decides against acquiring AI startup Decart AI; and all eyes are on Apple as the company kicks off its product launch tomorrow, with its foldable iPhone a decade in the making. See omnystudio.com/listener for privacy information.
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September 4 · 43 min
Anthropic Builds Its War Chest Ahead of IPO
Bloomberg’s Lisa Mateo takes a look at Anthropic as it finalizes an expansion of its revolving credit facility to $15 billion before its anticipated public filing. Plus, a look at the latest US jobs report showing the IT sector shed 23,000 jobs in August; and Apple is kicking off the John Ternus era with what could be the biggest run of new devices in its history. See omnystudio.com/listener for privacy information.
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September 3 · 12 min
Special Edition: OpeanAI CEO Sam Altman Talks GPT-6 Astra Debut, Going Public
OpenAI CEO and co-founder Sam Altman discusses the rollout of GPT-6 Astra, the company's latest AI model, and says the tech industry has done a terrible job of communicating the benefits of AI. Speaking with Bloomberg Tech co-host Ed Ludlow as heard live on Bloomberg TV and Radio, Altman also says he assumes the company will go public one day. See omnystudio.com/listener for privacy information.
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September 3 · 43 min
AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face
Bloomberg’s Ed Ludlow breaks down what earnings from Broadcom, Snowflake and HPE tell us about the strength of the AI boom. Plus, Hugging Face co-founder Thomas Wolf joins to discuss Nvidia's $13 billion acquisition deal for the AI startup; and self-driving tech startup Wayve reaches a deal with Uber to offer robotaxi rides in London. See omnystudio.com/listener for privacy information.
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September 2 · 42 min
Nvidia Nears $14B Hugging Face Deal
Bloomberg’s Ed Ludlow breaks down Nvidia's advanced talks to acquire AI startup Hugging Face in a $14 billion deal. Plus, Dell shares jump after the company boosted its annual sales forecast by $25 billion due to surging demand for servers to run AI tasks, and Uber cuts 10% of its staff globally to streamline its core engineering, science and delivery groups. See omnystudio.com/listener for privacy information.
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September 1 · 44 min
Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO
Bloomberg’s Ed Ludlow breaks down Anthropic's $35 billion computing deal with Nvidia-backed cloud provider Lambda as the AI startup looks to expand its AI capacity. Plus, Elon Musk predicts AI will increase the global economy by up to 30%, and John Ternus officially takes over as Apple CEO as the company gets ready for a new product unveil next week. See omnystudio.com/listener for privacy information.
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August 31 · 43 min
Nvidia Makes $3.5 Billion Bet on MediaTek
Bloomberg’s Ed Ludlow breaks down Nvidia's $3.5 billion investment in MediaTek, deepening its collaboration with the Taiwanese chipmaker. Plus, today is Tim Cook's last day as CEO of Apple before John Ternus takes the reins tomorrow, and all eyes are on Anthropic as it prepares to file publicly in the coming weeks. See omnystudio.com/listener for privacy information.
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August 31 · 21 min
Special Edition: Nvidia CEO Jensen Huang & MediaTek CEO Rick Tsai Talk New Partnership
Nvidia is investing $3.5 billion in MediaTek, deepening collaboration with the Taiwanese chipmaker at a time when it’s working to persuade more companies to build chips that plug into its dominant data center ecosystem. Nvidia CEO Jensen Huang and MediaTek CEO Rick Tsai join Bloomberg Tech's Ed Ludlow to discuss the deal. See omnystudio.com/listener for privacy information.
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August 29 · 30 sec
Introducing: Bloomberg Money
Bloomberg Money is a new, weekly podcast focused on YOUR money. Listen for wealth strategies, retirement tips and a personal finance insights. Join Tom Keene and Scarlet Fu for new episodes every Friday. Listen on Apple: https://podcasts.apple.com/us/podcast/bloomberg-money/id6803227140 Listen on Spotify: https://open.spotify.com/show/3lvzLLAZMdrxTB6y68Nb5g See omnystudio.com/listener for privacy information.
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August 28 · 49 min
Fed Focus, Anthropic Victory and PayPal Deal Bust
Bloomberg’s Tim Stenovec zeroes in on Jackson Hole after Fed Chairman Kevin Warsh delivered his first address at the Symposium. Plus, a US judge rules that the Trump administration must lift its ban on Anthropic's AI tech for federal agencies. And, a consortium of Advent and Stripe decided to abandon its pursuit of PayPal - a deal that would have ranked as one of the biggest-ever leveraged buyouts. See omnystudio.com/listener for privacy information.
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August 28 · 43 min
Nvidia Sees 70% Growth as AI Boom Accelerates
Bloomberg’s Ed Ludlow breaks down Nvidia's prediction of a 70% revenue growth next fiscal year, far exceeding analyst estimates. Plus, Salesforce shares jump after giving an outlook for strong revenue expansion, and deepening its ties with Anthropic. And Hugging Face comes out with its newest robot: a duck that can walk, talk, and roller-skate. See omnystudio.com/listener for privacy information.
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August 25 · 44 min
Nvidia’s Big Test as AI Chip Race Heats Up
Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings report on Wednesday, as the stock is on track to snap its seven-session losing streak. Plus, Apple announces new Mac mini and Mac Studio desktop computers with major processor upgrades, and OpenAI says its new Jalapeno chips performed better than Nvidia's current lineup. See omnystudio.com/listener for privacy information.
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August 24 · 44 min
AI’s Global Capital Race Accelerates
Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings this week, this as Bloomberg reports Nvidia customers have been notified about price hikes. Plus, SoftBank plans a record $6.3 billion retail bond sale to raise funds for its investment commitments to OpenAI, and Alibaba raises $10.2 billion to take the lead in the global AI race in what was Hong Kong's biggest follow-on offering. See omnystudio.com/listener for privacy information.
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August 21 · 43 min
Anthropic Preps for Blockbuster Public Listing
Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power, and all eyes are on Nvidia as the chipmaker reports earnings next week. See omnystudio.com/listener for privacy information.
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August 20 · 43 min
Alibaba's AI Spending Spree, Concerns of Circular AI Financing
Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba's profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft's largest AI customers, and at defense tech startup Castelion's plans to boost production of its hypersonic missile systems. See omnystudio.com/listener for privacy information.
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August 19 · 44 min
Google’s Chip Push, SK Hynix’s $29 Billion Buyback
Bloomberg’s Ed Ludlow takes a look at the expanded partnership between Marvell and Google for chip development, with Marvell giving the search giant the right to buy as much as $12.2 billion in stock. Plus, SK Hynix plans to buy back $29 billion of shares and return more profits to investors to stabilize its stock after falling more than 50% in two months. And, startup Fuse raises $100 million to bring commercial nuclear fusion energy to the US and its allies. See omnystudio.com/listener for privacy information.
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