Bloomberg Tech

Bloomberg’s Ed Ludlow breaks down SpaceX's blowout quarterly results and Elon Musk's suggestion that the company combine with Tesla. Plus, Netflix looks to find its next big hit as growth at the streaming giant slows, and a report on Anthropic's draft S-1 offers some new insight and confirmation of the AI firm's financials ahead of its IPO. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as $45 billion; and Eric Schmidt's early Anthropic bet could pay off big, with a stake worth as much as $20 billion if Anthropic hits a $2 trillion IPO valuation. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow looks at why Nscale is facing pushback to its $30 billion IPO valuation target, with some investors suggesting $16 to $19 billion instead. Plus, Anthropic plans to put 5% of its shares into a new public benefit fund to address "the public good," and a former OpenAI software engineer charged with placing a recording device in one of the company's offices is set to appear in court today. See omnystudio.com/listener for privacy information.

How is innovation being integrated into infrastructure to boost livability and productivity? It's a question set to impact billions around the world over the coming decades as the UN forecasts rapid urbanization. Hear from two smart city experts at the cutting edge of urban development, to find out how technology is already transforming urban environments and which cities are delivering future-focused innovation, at scale. This episode is sponsored by the Dubai Department of Economy and Tourism. See omnystudio.com/listener for privacy information.

A 12-foot grim reaper becomes a neighborhood war cry, and the preacher-podcaster crosses the street. Today on The Big Take: Chapter 4 of Our Town, a limited-run series from Bloomberg and The Big Take, hosted by Meribah Knight with Bloomberg’s Susan Berfield. Our Town tells the story of a battle over identity fought on one small town’s soil, where acreage, heritage, and what it means to be an American are all up for grabs. New episodes of Our Town publish on Mondays, but you can listen early on Fridays right here in The Big Take feed. We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Hosted by Meribah Knight with Susan Berfield Produced by: Rebecca Laks and David Fox with Julia Weaver and help from Laura Newcombe Edited by: Rebecca Laks and Ken Armstrong Original Score and Mixing by: Alex Sugiura Fact-checking by: Annika Robbins and Rachael Lewis-Krisky Executive Producer: Nicole Beemsterboer See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down what's behind the chip rout, as chipmakers are set for their longest losing streak since 2008. Plus, shipping estimates for Apple's iPhone Duo slip into January within minutes of the company opening preorders today, and Tesla reveals its long-delayed Roadster sports car, showcasing a prototype with air thrusters that flipped mid-air. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Anthropic's third-quarter revenue numbers as the company gets ready for its IPO. Plus: CoreWeave’s talk of tapping “unlimited” pools of money rattles markets and puts the financing behind the data center buildout back under the microscope; and Nvidia CEO Jensen Huang says safety and containment should be integrated into AI systems even as AI advances. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down ASML's earnings after the company raised its sales forecast for 2026 and said it aims to increase production of its chip-making machines to keep up with soaring AI spending. Plus, Nvidia CEO Jensen Huang announces plans to invest an additional $2 billion in European deals. And, an inside look at the making of Grand Theft Auto VI, expected to be the biggest video game blockbuster of all time. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down the accelerating chip selloff as pressure spreads from Asia to the US. Plus, Apple releases a new line of smart home devices including its HomeView Hub, the centerpiece of its push to challenge Amazon and Google in that space. And, Meta releases a new AI model which it says has "frontier capabilities" as it vies to take on OpenAI and Anthropic. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Microsoft's latest homegrown Maia chips, its latest effort to rely less on outside chips to power its AI ambitions. Plus, Elon Musk wants to put chip development on fast-forward, testing as many as ten new designs a year; and Apple is finally ready to unveil its new smart home strategy, seeking to plug a major hole in its ecosystem. See omnystudio.com/listener for privacy information.

Backers of the venture are big fans of a town in Idaho where a preacher with a flamethrower tells our reporters how much he hates feminism. Today on The Big Take: Chapter 3 of Our Town, a limited-run series from Bloomberg and The Big Take, hosted by Meribah Knight with Bloomberg’s Susan Berfield. Our Town tells the story of a battle over identity fought on one small town’s soil, where acreage, heritage, and what it means to be an American are all up for grabs. New episodes of Our Town publish on Mondays, but you can listen early on Fridays right here in The Big Take feed. We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Hosted by Meribah Knight with Susan Berfield Produced by: Rebecca Laks with Julia Weaver and David Fox and help from Laura Newcombe Edited by: Ken Armstrong with Rebecca Laks Original Score and Mixing by: Alex Sugiura Fact-checking by: Annika Robbins Executive Producer: Nicole Beemsterboer See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down OpenAI's latest annualized revenue, expected to reach or exceed $70 billion by the end of the year. Plus, Oracle keeps several data centers on track by relying on truck deliveries of natural gas, and a conversation with Kleiner Perkins partner Ilya Fushman on the mega AI IPO pipeline and the future of physical AI. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down the Trump administration's decision to suspend an immigration program for multiple tech firms, including Microsoft, alleging widespread abuse of that worker visa system. Plus: Samsung's quarterly profit jumps and TSMC sales surge, but investors are still worried about the staying power of the AI investment boom. And, NASA's SpaceX Crew-12 makes it way back down to Earth after 237 days in space. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow takes a look at SpaceX in talks with banks and investors to borrow $40 billion to buy chips from Nvidia. Plus, Apple plans its entry into the smart home space with a doorbell, thermostat, and other accessories developed with LG; and JD Moriarty, Vice Chair and head of Global Tech Equity Capital Markets at Bank of America Securities, discusses the upcoming mega AI IPO pipeline. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down OpenAI's talks with multiple investors to raise at least $30 billion at a valuation of about $1.4 trillion. Plus, DeepSeek is also close to securing at least 12 billion in its latest round of funding ahead of its own IPO next year, and JPMorganChase CEO Jamie Dimon weighs in on data centers and AI risks from London's Tech Stars event. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Hon Hai's results beating revenue expectations as the infrastructure boom rolls on, in another sign the AI spending spree isn't slowing down. Plus, the AI boom leads to a billionaire boom as Tech's richest are now worth a combined $4.6 trillion. And, how Apple's new CEO is putting his own stamp on the company and making design a much bigger priority. See omnystudio.com/listener for privacy information.

Diana looks into the town’s newest arrivals: What’s their deal — and who are their friends? Today on The Big Take: Chapter 2 of Our Town, a limited-run series from Bloomberg and The Big Take, hosted by Meribah Knight with Bloomberg’s Susan Berfield. Our Town tells the story of a battle over identity fought on one small town’s soil, where acreage, heritage, and what it means to be an American are all up for grabs. New episodes of Our Town publish on Mondays, but you can listen early on Fridays right here in The Big Take feed. We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Hosted by Meribah Knight with Susan Berfield Produced by: Rebecca Laks with Julia Weaver and David Fox and help from Laura Newcombe Edited by: Ken Armstrong with Rebecca Laks Original Score and Mixing by: Alex Sugiura Fact-checking by: Annika Robbins Executive Producer: Nicole Beemsterboer See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow is live in LA for Bloomberg Screentime 2026, speaking with tech leaders and media entrepreneurs. Suno CEO Mikey Shulman discusses how AI is expanding — rather than simply disrupting — the music industry, Promise CEO George Strompolos and Luma AI COO Caroline Ingeborn talk about AI's growing role in filmmaking, and Vermillio CEO Dan Neely dives into the debate around AI and creators' rights. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow is live in LA for Bloomberg Screentime 2026, speaking with AI and media entrepreneurs and leaders. Suno CEO Mikey Shulman discusses how AI is expanding — rather than simply disrupting — the music industry, Promise CEO George Strompolos and Luma AI COO Caroline Ingeborn talk about AI's growing role in filmmaking, and Vermillio CEO Dan Neely dives into the debate around AI and creators' rights. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down OpenAI's plan to raise at least $30 billion from investors in a new round of funding after pushing back its plans for an IPO. Plus, President Trump supports using outside auditors to assess the safety of AI systems after meeting with Silicon Valley leaders; and Apple keeps pushing the envelope under new CEO John Ternus with plans to make its foray into the smart-home market. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down President Trump's new AI-powered website America.gov, putting AI at the center of his agenda. Plus, Anthropic warns of "existential risks to humanity" in its prospectus ahead of its IPO according to reports, and AMD makes a big AI bet on the frontier by acquiring Fei-Fei Li's World Labs in an all-stock deal valued at $8.2 billion. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Nvidia's decision to boost the size of its share buyback plan by a record $150 billion, taking the total amount to $235 billion. Plus, a milestone for SpaceX's Starship rocket reaching orbit for the first time after the mission briefly looked at risk because an engine failed during ascent. And, Meta taps MongoDB's president and CEO to lead a new AI platform for enterprise customers that Meta CEO Mark Zuckerberg called “the next major pillar of our business.” See omnystudio.com/listener for privacy information.

Oh, the things you can find with an inquisitive mind – and a metal detector. Today we’re bringing you Chapter 1 of Our Town, a limited-run series from The Big Take, hosted by Meribah Knight with Bloomberg’s Susan Berfield. The series tells the story of a battle over identity fought on small town soil, where acreage, heritage, and what it means to be an American are all up for grabs. The limited-run series will publish on Fridays in The Big Take. We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Hosted by Meribah Knight with Susan Berfield Produced by: Rebecca Laks with Julia Weaver and David Fox and help from Laura Newcombe Edited by: Ken Armstrong with Rebecca Laks Original Score and Mixing by: Alex Sugiura Fact-checking by: Annika Robbins Executive Producer: Nicole Beemsterboer See omnystudio.com/listener for privacy information.

Bloomberg’s Tim Stenovec breaks down Anthropic's $11.6 billion contract with Akamai for AI computing power - the largest deal in Akamai's history. Plus, President Trump calls his meeting with his Chinese counterpart Xi Jinping "very productive" with little to show for it; and Microsoft steps back from the race to build a personal chatbot by merging the consumer and workplace versions of its Copilot AI assistant into one instead. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Oracle's latest move to protect itself from mounting costs on a massive New Mexico data center facing regulatory setbacks and local opposition. Plus, Meta comes out with a new palm-sized device for using its popular new AI assistant, Muse; and all eyes are on President Trump and China's Xi Jinping as they meet in the White House and discuss AI. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Anthropic's new faster, cheaper AI model as the startup tries to stay ahead of rivals before its IPO. Plus, Morgan Stanley's Adam Jonas discusses SpaceX, Tesla and the robotics boom, and Bloomberg reports Apple aims to take on Whoop with its own screenless health and fitness tracker. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Alibaba's new AI chip, an accelerator to compete with Nvidia and underpinning a massive expansion of data center capacity in coming years. Plus, he sits down with Gagan Biyani, Founder and CEO of the Horowitz Andreessen Academy - Silicon Valley's alternative college for the AI era. And he sits down with AI pioneer Fei-Fei Li to talk about the AI safety debate, the race against China, and growing competition to build world models. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down what to expect from the Trump-Xi summit later this week, with AI's role anticipated to be a major part of the agenda for those upcoming talks. Plus, Bloomberg reports Paramount reached a settlement with California and other states suing to block its proposed acquisition of Warner Bros. Discovery; and as data shows more disruption to US data centers, we get to the political debate with Democratic US Representative Suhas Subramanyam from Virginia. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Anthropic's finding that its Claude chatbot is leading 26% of its AI research and development, even as the global debate around AI heats up. Plus, SoftBank is closing out the week with nearly $21 billion in potential fresh borrowings as it builds out its AI financing capacity, and Crusoe CEO Chase Lochmiller discusses the race to build the infrastructure powering AI as the company closes nearly $4 billion in fresh funding. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down OpenAI's new plan to track when things go wrong after revealing new cases of its AI models going off-script. Plus, Databricks CEO Ali Ghodsi and machine learning pioneer Andrew Ng weigh in on the global AI safety debate; meanwhile in Silicon Valley, the immediate fear is missing out on the money. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Mark Zuckerberg's call for AI labs to rely on independent evaluators and advisers to ensure models are safe. Plus, OpenAI is said to be in early talks with investors about a new funding round that could value the ChatGPT maker at more than $1.2 trillion, and Impulse Space CEO Tom Mueller discusses the company's $308 Million Series D Extension and the future of the space mobility economy. See omnystudio.com/listener for privacy information.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.