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

Dec 11, 2025 · 42 min
Oracle Slides by Most Since January on Mounting AI Spending
Oracle falls after reporting a jump in spending on AI data centers and other equipment. Plus, Disney agrees to invest $1 billion in OpenAI and license characters for use on the Sora generative video platform, and the CEO of chip-design software maker Synopsys joins to break down the company's earnings following a significant equity investment from Nvidia earlier this month. See omnystudio.com/listener for privacy information.
Dec 10, 2025 · 42 min
SpaceX Said to Pursue 2026 IPO
Bloomberg’s Ed Ludlow discusses how SpaceX is targeting an IPO next year, with the goal of raising far beyond $30 billion, the most in history. Plus, Meta makes a pivot on open-source models, and Nvidia pushes back on reports that DeepSeek smuggled thousands of banned Blackwell chips into China. See omnystudio.com/listener for privacy information.
Dec 9, 2025 · 44 min
Nvidia Wins US Approval to Sell H200 Chips to China
Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s decision to allow Nvidia to ship its H200 AI chip to China, in exchange for a 25% surcharge. Plus, the battle for Warner Bros. heats up, as antitrust concerns swirl around both Netflix’s and Paramount Skydance’s offers. And Microsoft is committing $17.5 billion over four years to help build India's cloud and AI infrastructure. See omnystudio.com/listener for privacy information.
Dec 9, 2025 · 43 min
Paramount Makes Hostile Bid for Warner Bros. Discovery
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Paramount Skydance’s $30 per share bid for Warner Bros. Discovery that comes just days after the company agreed to a deal with Netflix. Plus, President Trump wants to limit state-level AI regulation with an executive order aiming for "one rule" on artificial intelligence, and IBM is buying data-streaming platform Confluent for about $9.3 billion in one of its largest takeovers yet. See omnystudio.com/listener for privacy information.
Dec 7, 2025 · 18 min
Targeting IgA Nephropathy (Sponsored Content)
Rachel Benton is a loving mother to an adorable 2-year-old boy named Stetson. Stetson doesn’t know it, but he may have already saved his mom’s life. A routine medical checkup, that Rachel only had because she was pregnant, showed protein in her urine. That discovery led to a biopsy and ultimately a diagnosis of IgA nephropathy – a serious kidney disease. With patients like Rachel in mind, the research team at Vertex Pharmaceuticals is working on new approaches to address IgA nephropathy. Produced by Bloomberg Media Studios and Vertex Pharmaceuticals. See omnystudio.com/listener for privacy information.
Dec 5, 2025 · 42 min
Netflix to Buy Warner Bros. in $72 Billion Cash, Stock Deal
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Netflix’s agreement to buy Warner Bros. Discovery after it completes the planned spinoff of its cable channels. Plus, the European Union Ambassador to the US responds to criticism of the $140 million fine the bloc has levied on Elon Musk’s social media platform X. And HPE CEO, Antonio Neri, discusses the company’s outlook after reporting disappointing 4Q AI server sales. See omnystudio.com/listener for privacy information.
Dec 5, 2025 · 42 min
Meta Stock Surges on Plans for Metaverse Cuts
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plan to cut resources for building its metaverse, the virtual world that Mark Zuckerberg once framed as the future of the company. Plus, Nvidia CEO Jensen Huang says he’s not sure China would accept more powerful AI chips - even if the US relaxes restrictions on sales. And, a look at the latest earnings from Snowflake, Salesforce and UiPath. See omnystudio.com/listener for privacy information.
Dec 3, 2025 · 42 min
Tech Left Behind in S&P 500’s Latest Rebound
Bloomberg’s Caroline Hyde digs into anxieties and losses coming from the Magnificent 7 as big tech stocks lag the wider market. Plus, Okta CEO Todd McKinnon discusses the software maker’s earnings as the company boosts its full year profit forecast. And TikTok plans to invest more than $37 billion to build its first Latin American data center in Brazil. See omnystudio.com/listener for privacy information.
Dec 2, 2025 · 44 min
Amazon Debuts New AI Chips and Models at AWS
Bloomberg's Caroline Hyde and Ed Ludlow break down Amazon's new AI products from its AWS Re:Invent conference. Plus Michael and Susan Dell make a $6.25 billion donation to the future of children in the US. And, Netflix makes a nearly all cash offer for Warner Brothers Discovery in its sweetened bid. See omnystudio.com/listener for privacy information.
Dec 1, 2025 · 42 min
Nvidia Buys $2 Billion of Chip Software Maker Synopsys Stock
Bloomberg's Ed Ludlow and Caroline Hyde discuss Nvidia investing $2 billion in chip-design software maker Synopsys as part of a broader engineering and design tie-up, aiming to infuse its AI-computing technology into more industries. See omnystudio.com/listener for privacy information.
Nov 26, 2025 · 44 min
Dell Raises AI Server Sales Outlook While HP Cuts Jobs
Bloomberg’s Tim Stenovec discusses Dell's increased outlook for AI server shipments and HP’s plans for job cuts. Plus, Warner Brothers Discovery is asking bidders for sweetened offers as it explores options for a sale. And Nvidia is in focus as questions about competition in the AI chip market grow. See omnystudio.com/listener for privacy information.
Nov 25, 2025 · 44 min
Nvidia Shares Fall on Reports of Google Competition
Bloomberg’s Caroline Hyde discusses the fall in Nvidia shares following reports that Meta is in talks to spend billions on Google’s AI chips. Plus, Chinese leader Xi Jinping revived the topic of China's sovereignty over Taiwan in a phone call with President Donald Trump. And Apple eliminates sales roles in a rare layoff to streamline the way it offers products to businesses and governments. See omnystudio.com/listener for privacy information.
Nov 24, 2025 · 43 min
Big Tech’s AI Debt Is Raising Investors’ Eyebrows
Bloomberg’s Caroline Hyde discusses what stocks are moving as investors eye the growing amount of debt tech companies are taking on to support the AI buildout. Plus, investors pulled $3.5 billion from Bitcoin ETFs in November, as the crypto heads for its worst performance since the 2022 collapse. And IonQ CEO Niccolo de Masi discusses the company’s partnership with Heven AeroTech to develop quantum-enabled drones. See omnystudio.com/listener for privacy information.
Nov 22, 2025 · 10 min
Special Episode: Here's Why AI Costs Still Worry Investors
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: Apple Podcasts: https://podcasts.apple.com/gb/podcast/heres-why/id1479610314 Spotify: https://open.spotify.com/show/6dajvfHUjw7HaFot0BoNNu Bloomberg: https://www.bloomberg.com/podcasts/series/heres-why See omnystudio.com/listener for privacy information.
Nov 21, 2025 · 43 min
AI, Crypto Anxiety Creates Volatile Week for Markets
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.
Nov 20, 2025 · 44 min
Nvidia’s Forecast Lifts AI Trade
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. See omnystudio.com/listener for privacy information.
Nov 20, 2025 · 15 min
Bloomberg Tech Special: Nvidia CEO Jensen Huang on Upbeat Forecast
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. See omnystudio.com/listener for privacy information.
Nov 19, 2025 · 48 min
All Eyes on Nvidia Ahead of Earnings
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. See omnystudio.com/listener for privacy information.
Nov 18, 2025 · 39 min
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival
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. See omnystudio.com/listener for privacy information.
Nov 17, 2025 · 43 min
Theil’s Hedge Funds Sells Entire Nvidia Stake
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. See omnystudio.com/listener for privacy information.

Bloomberg Tech

Oracle Slides by Most Since January on Mounting AI Spending

SpaceX Said to Pursue 2026 IPO

Nvidia Wins US Approval to Sell H200 Chips to China

Paramount Makes Hostile Bid for Warner Bros. Discovery

Targeting IgA Nephropathy (Sponsored Content)

Netflix to Buy Warner Bros. in $72 Billion Cash, Stock Deal

Meta Stock Surges on Plans for Metaverse Cuts

Tech Left Behind in S&P 500’s Latest Rebound

Amazon Debuts New AI Chips and Models at AWS

Nvidia Buys $2 Billion of Chip Software Maker Synopsys Stock

Dell Raises AI Server Sales Outlook While HP Cuts Jobs

Nvidia Shares Fall on Reports of Google Competition

Big Tech’s AI Debt Is Raising Investors’ Eyebrows

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

AI, Crypto Anxiety Creates Volatile Week for Markets

Nvidia’s Forecast Lifts AI Trade

Bloomberg Tech Special: Nvidia CEO Jensen Huang on Upbeat Forecast

All Eyes on Nvidia Ahead of Earnings

Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Theil’s Hedge Funds Sells Entire Nvidia Stake