Podcast
Bloomberg Tech
Hosted by Bloomberg · EN
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.
271episodes
Episodes
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SK Hynix, Micron Join $1 Trillion Market Cap Club
May 2700:45:43Summary readyBloomberg’s Caroline Hyde and Ed Ludlow discuss Micron and SK Hynix joining the $1 trillion market cap club and seeing continued momentum. Plus, Taiwanese prosecutors suspect three individuals of smuggling Nvidia chips to China through Japan, and XPRIZE founder and early SpaceX investor Peter Diamandis joins to discuss SpaceX's IPO as the company celebrates a major Starship milestone.See omnystudio.com/listener for privacy information.
SummaryChina Expands Travel Curbs to Top AI Talent
May 2600:44:07Summary readyBloomberg’s Caroline Hyde and Ed Ludlow discuss how China is tightening its grip on AI by targeting top AI professionals' overseas travel. Plus, big banks are looking to hire more AI specialists and shrink traditional banking roles, and SpaceX kicks off a tech IPO bonanza.See omnystudio.com/listener for privacy information.
SummaryBlo, Lenovo Soars on AI Growth
May 2200:36:08Summary readyBloomberg’s Ed Ludlow breaks down what comes next after a critical Starship launch was scrubbed, and he discusses what that means for the space company's planned mega IPO with a SpaceX alumni and an early investor. Plus, an exclusive conversation with Lenovo CFO Winston Cheng after the world-leading PC maker soars post-earnings on strong AI growth.See omnystudio.com/listener for privacy information.
SummarySpaceX Files for Nasdaq IPO
May 2100:44:12Summary readyBloomberg’s Ed Ludlow breaks down SpaceX pitching a $28.5 trillion opportunity, from AI to Mars, ahead of an all-time blockbuster IPO. Plus, Nvidia fails to reignite the AI trade as CEO Jensen Huang pushes to diversify the chipmaker, saying AI is set to go mainstream. And, another major IPO on the horizon with OpenAI preparing for a filing which could come as soon as Friday.See omnystudio.com/listener for privacy information.
SummaryInstant Reaction: Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards
May 2000:23:46Summary readyNvidia, the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge.Sales in the three months ending in July will be about $91 billion, the company said in a statement late Wednesday. Though analysts estimated $87 billion on average, projections ranged as high as $96 billion, according to data compiled by Bloomberg. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Tim Stenovec and Emily Graffeo speak with: Ed Ludlow, Bloomberg Tech co-host Paul Meeks, Head of Technology Research at Freedom Capital Markets Jay Goldberg, Seaport Research Partners Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst See omnystudio.com/listener for privacy information.
SummaryNvidia Earnings In Focus; SpaceX Eyes Historic IPO
May 2000:44:08Summary readyBloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings report, as investors anxiously await for the world’s most valuable company to show whether it can continue delivering the explosive growth fueling the AI boom. Plus, SpaceX inches closer to launch with an imminent IPO filing. And, a deep dive into SoftBank's bet on OpenAI as insiders grow worried that Masayoshi Son is too tied to the AI giant.See omnystudio.com/listener for privacy information.
SummaryGoogle, Blackstone to Create AI Cloud Firm
May 1900:44:09Summary readyBloomberg’s Caroline Hyde and Ed Ludlow discuss Google's decision to create an AI cloud business with Blackstone which will run on Google's homegrown AI chips. Plus, the legal battle between Elon Musk and his OpenAI co-founders ends with a jury ruling that Musk waited too long to sue. And, Meta bets big on Louisiana for the world's biggest AI facility, as it plans AI-related layoffs this week.See omnystudio.com/listener for privacy information.
SummaryNvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China
May 1800:20:44Summary readyDell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloomberg News' Ed Ludlow at Dell World in Las Vegas, Huang says demand in China is “incredible” and expects the market to open further over time.See omnystudio.com/listener for privacy information.
SummaryNvidia Earnings This Week; Biggest Power Deal in History
May 1800:44:00Summary readyBloomberg’s Caroline Hyde discusses what to expect from Nvidia this week as investors anxiously await the company's earnings results. Plus, the AI data center boom triggers the largest power deal in history, the filing for SpaceX's IPO could come as soon as this week, and Ed Ludlow brings the latest from Dell Technologies World in Las Vegas.See omnystudio.com/listener for privacy information.
SummaryFigma CEO Dylan Field on Strong Earnings
May 1500:44:16Summary readyFigma gave an outlook for revenue in the current period that topped analysts’ estimates, touting early traction from charging users directly for AI features. CEO Dylan Field joins to discuss his company's latest earnings and more. Hosted by Ed Ludlow and Caroline Hyde See omnystudio.com/listener for privacy information.
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