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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1,106 episodes
Updated Friday

Episodes1106

Newest first

July 2 · 43 min
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.
July 1 · 43 min
Meta to Build Cloud Business to Sell Excess AI Compute
Bloomberg’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.
June 30 · 44 min
Chip Stocks on Track for Best Quarter Ever
Bloomberg’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.
June 29 · 44 min
Rocket Lab Targets SpaceX's Starlink Dominance in New Deal
Bloomberg’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.
June 26 · 49 min
OpenAI Weighs IPO in 2027
Bloomberg’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.
June 26 · 49 min
OpenAI Weighs IPO in 2027
Bloomberg’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.
June 25 · 44 min
Micron, Qualcomm Show Strong AI Demand
Bloomberg’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.
June 24 · 47 min
OpenAI Unveils First Custom AI Chip With Broadcom
Bloomberg’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.
June 23 · 44 min
SpaceX Wavers Near $2T Market Cap After 3-Day Rout
Bloomberg’s Ed Ludlow breaks down why SpaceX shares are feeling a gravitational pull as Musk's company launches its debut bond sale. Plus, tech stocks sell off worldwide as Wall Street gets an AI wake-up call, and Menlo Ventures partner Venky Ganesan joins after the firm raises its biggest fund ever with $3 billion to back AI startups. See omnystudio.com/listener for privacy information.
June 22 · 43 min
SpaceX Kicks Off High-Grade Bond Sale
Bloomberg’s Ed Ludlow breaks down SpaceX's first-ever investment-grade bond offering following its record-breaking IPO. Plus, Micron strikes an AI Infrastructure agreement with Anthropic to drive enterprise AI adoption. And Chevron signs a 20-year deal with Microsoft to power a West Texas data center that could be one of the biggest in the US. See omnystudio.com/listener for privacy information.
June 18 · 42 min
President Trump Announces Apple and Intel Chip Collaboration
Bloomberg's Ed Ludlow discusses the latest announcement made by President Donald Trump, which will see Apple and Intel joining forces to produce chips domestically, sending shares of the chipmaker higher. Plus, Anduril's CEO discusses how the company won a contract with the US Air Force to produce autonomous fighters. And, SpaceX wraps up its first full week of trading, with shares falling for a second day straight. See omnystudio.com/listener for privacy information.
June 18 · 42 min
Anthropic Gets a Warning, SpaceX Shares Fall on Fourth Day
Bloomberg’s Ed Ludlow discusses US Commerce Secretary's warning to Anthropic that it needs government permission to grant foreign nationals access to the company's most advanced AI models. Plus, after three days of soaring, SpaceX shares come back down to Earth and drop for the first time on the company's fourth trading day. And, Bloomberg reports Apple's upcoming camera-equipped AirPods will launch in late 2027 as part of a flurry of new releases. See omnystudio.com/listener for privacy information.
June 16 · 46 min
SpaceX Soars On Third Trading Day, Seals Cursor Takeover
Bloomberg’s Ed Ludlow tracks SpaceX's value eclipsing Amazon's, this as it lands its $60 billion takeover of Cursor. Plus, Anthropic meets with US officials to resolve a national security dispute with the Trump administration over its most advanced AI models. And, Sequoia Partner Shaun Maguire talks about the AI landscape and why he never wants to sell his SpaceX shares. See omnystudio.com/listener for privacy information.
June 15 · 43 min
Anthropic Disables AI Access for Foreign Nationals
Bloomberg’s Ed Ludlow breaks down why Anthropic disabled access to its most advanced models for all foreign nationals after a request from the Trump administration. Plus, Nvidia is seeking to raise at least $20 billion from its first corporate bond sale since 2021. And, SpaceX shares throttle up on day 2 of trading, adding to a blockbuster public markets debut on Friday. See omnystudio.com/listener for privacy information.
June 12 · 53 min
SpaceX Makes History With Biggest-Ever IPO
Bloomberg’s Caroline Hyde and Ed Ludlow break down SpaceX's big debut in the public markets as shares start trading on the Nasdaq. They are joined by 137 Ventures Partner Christian Garrett, Pegasus Tech Ventures Founder Anis Uzzaman, Laffer Tengler Investments CEO & CIO Nancy Tengler, and Tesla retail investor Alexandra Merz to discuss what it means for investors, the space economy, and the AI IPO pipeline. See omnystudio.com/listener for privacy information.
June 12 · 16 min
Instant Reaction: SpaceX Jumps in First Trades Following Record $75 Billion IPO
Shares of SpaceX climbed in their first day of trading on Friday following a $75 billion IPO that smashed records and instantly turned the crown jewel of Elon Musk’s empire into one of the most valuable public companies in the world. The stock climbed as high as $176.52, or 31% above its offering price, less than two hours after the shares started trading shortly before noon in New York. The jump in price turned Musk into the world’s first trillionaire and sent the company’s market capitalization above $2 trillion. For instant reaction and analysis, Bloomberg's Kailey Leinz speaks with: Yahaira Anand, Bloomberg Television Reporter Craig Trudell, Bloomberg News Managing Editor of Global Business Coverage Ed Ludlow, Bloomberg Tech co-host See omnystudio.com/listener for privacy information.
June 11 · 49 min
SpaceX IPO Draws More Than $70B in Retail Orders
Bloomberg’s Caroline Hyde and Ed Ludlow discuss SpaceX gearing up to finalize its IPO pricing today. This as its offering attracts more than $70 billion in orders from retail investors. Plus, Oracle is under pressure after the company reported higher quarterly capital expenses than expected, raising investor concerns about the profitability of the AI infrastructure business. And, a conversation with 776 Founder and Reddit co-founder Alexis Ohanian from SuperReturn in Berlin. See omnystudio.com/listener for privacy information.
June 10 · 38 min
SpaceX IPO Multiple Times Oversubscribed
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Wall Street’s enthusiasm for SpaceX as the company’s IPO approaches. Plus, Google backstops Anthropic data centers as Silicon Valley races to build AI infrastructure with ever more intertwined deals. And a new dashboard shows the real-time impact of AI on the labor market. See omnystudio.com/listener for privacy information.
June 9 · 44 min
Taiwan Eyes China AI Chip Sales Curbs; OpenAI Files for IPO
Bloomberg’s Caroline Hyde discusses why Taiwan is weighing some of its toughest restrictions yet on AI chip sales to China, and OpenAI joining its AI rivals with plans for a potential public listing later this year. Plus, Apple lays the foundation for the AI era and hints at the company's upcoming foldable iPhone. See omnystudio.com/listener for privacy information.
June 8 · 44 min
Apple’s Big AI, Siri and Software Launch
Bloomberg’s Caroline Hyde and Ed Ludlow discuss what to expect out of Apple's developer conference in Cupertino as the iPhone maker is set to unveil a revamped Siri. Plus, Nvidia and SK Hynix partner up on next-generation AI memory chips with a multi-year deal, and SpaceX gets ready to go public this week. See omnystudio.com/listener for privacy information.

Bloomberg Tech

Tesla Deliveries Jump 25%

Meta to Build Cloud Business to Sell Excess AI Compute

Chip Stocks on Track for Best Quarter Ever

Rocket Lab Targets SpaceX's Starlink Dominance in New Deal

OpenAI Weighs IPO in 2027

OpenAI Weighs IPO in 2027

Micron, Qualcomm Show Strong AI Demand

OpenAI Unveils First Custom AI Chip With Broadcom

SpaceX Wavers Near $2T Market Cap After 3-Day Rout

SpaceX Kicks Off High-Grade Bond Sale

President Trump Announces Apple and Intel Chip Collaboration

Anthropic Gets a Warning, SpaceX Shares Fall on Fourth Day

SpaceX Soars On Third Trading Day, Seals Cursor Takeover

Anthropic Disables AI Access for Foreign Nationals

SpaceX Makes History With Biggest-Ever IPO

Instant Reaction: SpaceX Jumps in First Trades Following Record $75 Billion IPO

SpaceX IPO Draws More Than $70B in Retail Orders

SpaceX IPO Multiple Times Oversubscribed

Taiwan Eyes China AI Chip Sales Curbs; OpenAI Files for IPO

Apple’s Big AI, Siri and Software Launch