Bloomberg Tech

Bloomberg’s Caroline Hyde and Ed Ludlow host a special live show from the Bloomberg Tech event in San Francisco, where leaders from across tech and business are gathered to discuss how they can navigate economic and geopolitical uncertainty, and multiply the opportunities in today's landscape.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss SpaceX's plan to offer shares at $135 apiece to raise $75 billion in its IPO, rejecting yet another Wall Street convention by setting a fixed price ahead of the marketing phase of the deal. Plus, Palo Alto Networks falls after the company reported its results, failing to meet elevated buyside expectations, and candidates backed by tech billionaires and founders fall short in California's primary elections.

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Bloomberg’s Caroline Hyde and Ed Ludlow break down why Alphabet wants to raise $80 billion in equity to fund AI infrastructure expansion, while Anthropic makes its IPO move and files confidentially to go public, pulling ahead of rival OpenAI in the IPO race. Plus, Elon Musk's SpaceX is negotiating to pay razor-thin fees to Wall Street firms handling its IPO, and HPE CEO Antonio Neri joins on the company's annual sales outlook beating estimates on the back of massive AI infrastructure demand.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia's next target: the PC. A new AI chip sends Nvidia and related stocks soaring while rivals slide after Jensen Huang's Computex keynote. Plus, all eyes on SpaceX as the upcoming mega IPO is already reshaping Wall Street. And, what to expect from New York Tech Week, kicking off today.

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Bloomberg’s Tim Stenovec breaks down why SpaceX is coming back down to Earth with a slightly lower valuation in its IPO. Plus, Anthropic closes a funding round at a whopping $965 billion valuation, surpassing OpenAI for the first time in the AI race; and Dell surges after the hardware giant's outlook far surpassed Wall Street estimates.

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Dell CFO David Kennedy joins Bloomberg Tech co-host Ed Ludlow to talk about AI server demand and how that boosted the company's annual sales forecast. Kennedy also comments on Dell's $9.7 billion Pentagon software deal. 

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Bloomberg’s Caroline Hyde and Ed Ludlow break down Snowflake's share moves after the software maker gave a strong outlook and signed a $6 billion deal with Amazon. Plus, Bloomberg News pulls back the curtains on Apple's revamped Siri design ahead of its WWDC debut. And, Meta introduces paid chatbot subscriptions to help offset its AI infrastructure costs.

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NASA Administrator Jared Isaacman joins Bloomberg Tech to discuss the agency's plans for a so-called "Moon Base" that will eventually allow for a permanent human presence on the lunar surface. He says they're looking at 2027 through 2029 for phase one and 2029 through the early 2030s for phase two. He adds that SpaceX is hands down their greatest commercial space company.

He speaks with Ed Ludlow and Caroline Hyde.

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Bloomberg’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.

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Bloomberg’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.

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Bloomberg’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.

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Bloomberg’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.

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Bloomberg’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.

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Bloomberg’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.

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Dell 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.

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Bloomberg’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.

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Figma 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 

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Bloomberg’s Ed Ludlow breaks down why Cisco shares jumped the most since 2011 after the company's earnings results. Plus, more details emerge after President Trump's meeting with China's Xi Jinping, Cerebras CEO Andrew Feldman joins ahead of the company's public listing, and Caroline Hyde sits down with the CEOs of Ericsson and Oura on the sidelines of the Spark Summit in California.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss what to expect from the highly anticipated meeting between President Trump and China's Xi Jinping, as Nvidia CEO Jensen Huang gets added to the trip last minute. Plus, Anthropic is looking to raise at least $30 billion in fresh financing at a valuation of more than $900 billion, in what could be its largest funding round yet. And, we speak with Anduril CEO Brian Schimpf as the company hits a $61 billion valuation in its latest funding round.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss comments by a South Korean policymaker that the country should pay citizens a “dividend” using taxes on AI profits. Plus, the largest US derivatives exchange, CME, is planning to create a futures market for computing power, one of the key drivers of the AI boom. And the CEO of SAP talks about the company’s push into AI agents across business operations.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Cerebras’ increased IPO plans as the AI chipmaker and data center operator boosts its offering plans by one-third to as much as $4.8 billion. Plus, Circle CEO Jeremy Allaire explains what drove the company’s first-quarter revenue and his vision of an agent-led future. And Google researchers say they have uncovered the first-ever zero-day attack built by AI.

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Bloomberg’s Caroline Hyde sits down with CoreWeave CEO Michael Intrator to discuss the company's earnings as it builds out data center capacity. Plus, a deep dive into April's jobs report and the impact of AI on today's workforce with Clara Shih from the New Work Foundation. And, more earnings with Lyft CEO David Risher as the company spends on international expansion.

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Bloomberg’s Caroline Hyde speaks with Arm CEO Rene Haas about sluggishness in the smartphone industry, and growing demand from AI data centers. Plus, Anthropic signs an agreement with Elon Musk's SpaceX to access computing resources from its competitor. And, the CEO of HawkEye 360 discusses the satellite surveillance firm's IPO, which raised $416 million.  

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Bloomberg’s Caroline Hyde discusses AMD’s strong forecast that sent shares climbing. Plus, Disney posts stronger than expected results on the back of earnings thanks to improved profitability at its streaming business. And Uber's CFO talks about the ride-hailing giant’s push into premium offerings as the company posts a second-quarter outlook that beat expectations.

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Bloomberg’s Caroline Hyde discusses Apple’s exploratory discussions with Intel and Samsung to build their processors for its US devices. Plus, Alphabet, Microsoft, and xAI have agreed to give the US government early access to their models for review before a public release, joining OpenAI and Anthropic. And Pinterest CEO Bill Ready explains how its fit-for-purpose AI is helping the platform boost sales.

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Bloomberg’s Caroline Hyde discusses GameStop's $56 billion offer to buy eBay, a company four-times its size. Plus, AI chipmaker Cerebras is looking to raise as much as $3.5 billion in its upcoming IPO. And OpenAI raises more than $4 billion for a new joint venture that aims to help businesses adopt its AI software.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s strong outlook amid the continued memory supply crunch. Plus, Roblox CEO Dave Baszucki discusses the gaming platform’s "aggressive push to enhance safety" that tempered user growth. And, Bloomberg spoke with OpenAI CFO Sarah Friar who pushes back on a report that the AI leader is missing its own targets.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And Stripe President John Collison discusses the company's new AI tools and partnership with Google.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss expectations for Big Tech earnings as investors prepare for Microsoft, Meta, Google, and Amazon to report earnings after the market closes. Plus, SoFi CEO Anthony Noto discusses investors' reaction to the financial services company’s earnings as its shares fall. And, Elon Musk continues testifying in his suit against OpenAI over the startup's pivot from a charity to a for-profit business.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in stocks linked to OpenAI after a report from the Wall Street Journal said the company failed to meet its own sales and user targets. Plus, a jury has been selected for the trial between OpenAI and Elon Musk over whether the company abandoned its founding mission. And, late-night host Jimmy Kimmel defends comments he made that prompted President Donald Trump to call for him to be fired. 

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Bloomberg’s Ed Ludlow discusses Microsoft’s and OpenAI’s decision to drop exclusivity rights on AI models in a move that opens the doors for the rivals to make new deals. Plus, China blocks Meta's $2 billion purchase of AI startup Manus. And the feud between Elon Musk and Sam Altman heads to court with the Tesla CEO alleging OpenAI abandoned its founding mission.

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Bloomberg’s Ed Ludlow discusses his conversation with Intel CEO Lip Bu Tan following the company’s strong earnings that sent its stock blasting past its dot-com era peak. Plus, Google plans to invest up to $40 billion into rival Anthropic. And tech job cuts ramp up, with Meta and Microsoft planning layoffs or announcing buyouts as AI spending surges.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Tesla’s plans to spend an additional $25 billion this year to support Elon Musk's AI ambitions. Plus, Intel shares jump after the company pledges to support Musk's advanced chip manufacturing project, Terafab. And Lyft CEO David Risher discusses the company’s international growth plans as the ride-hailing firm buys the London black cab app Gett.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google Cloud's latest generation of tensor processing units, or TPU, and the Alphabet division’s new partnerships. Plus, a small group of unauthorized users has accessed Anthropic's new AI model, Mythos, according to a source and documents reviewed by Bloomberg. And Rivian CEO RJ Scaringe joins as his company’s new R2 model, its smaller, cheaper SUV, begins rolling off the manufacturing floor in Normal, Illinois.

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On this special edition of “Bloomberg Tech,” Caroline Hyde and Ed Ludlow discuss Apple’s CEO transition as the company announces hardware boss John Ternus will take over for Tim Cook on Sept. 1. Plus, Cook will become executive chairman, ensuring his corporate diplomacy skills and his strong ties with President Donald Trump remain on call for Apple. And Ternus’ appointment signals Apple plans to stay focused on hardware.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google’s plans for new AI chips focused on inference. Plus, Blue Origin successfully launches and lands a reusable booster for its New Glenn rocket but fails to place its payload satellite in the correct orbit, sending shares of AST SpaceMobile sinking. And Cerebras plans an IPO, months after withdrawing a previous attempt at a public listing.

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Bloomberg's Caroline Hyde and Ed Ludlow discuss Netflix's lackluster forecast for the second quarter and co-founder Reed Hastings stepping down after 29 years at the company. Plus, the US government plans to make a version of Anthropic's Mythos model available to major federal agencies to tackle cyber risks despite the company's ongoing legal feud with the Pentagon. And, Sequoia Capital raises $7 billion for its latest expansion fund, targeting AI giants like OpenAI and Anthropic.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Anthropic's updated version of its AI model, Opus 4.7, released just a week after its limited release of Mythos. Plus, Elon Musk is kicking his Terafab plan into high gear, even as skepticism grows from the semiconductor industry. And TSMC reports a big surge in profit and raises its revenue outlook for 2026, driven by strong demand for AI chips.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss why Anthropic has rebuffed investors' efforts to back the company with funding that would value it at more than $800 billion. Plus, Meta expands a multi-billion-dollar partnership with Broadcom to design and build custom chips. And ASML, the supplier of cutting-edge chipmaking machines, raises its full-year sales forecast as AI demand fuels growth.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s plan to buy satellite operator Globalstar in a $11.6 billion deal. Plus, Lucid's New Incoming CEO, Silvio Napoli, discusses the company’s fresh injection of capital and deeper robotaxi push. And the US Treasury Department is looking to use Anthropic's Mythos AI model to find vulnerabilities in its systems, according to a source.  

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Anthropic’s newest AI model Mythos as US officials warn Wall Street that the tool could usher in an era of cyber risk. Plus Roblox CEO Dave Baszucki explains why the company is introducing new accounts for younger children and teens and how well its age estimation tool is working. And following the historic Artemis II splashdown, NASA and its partners pick apart what worked and what didn't on its space vehicles. 

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Bloomberg’s Caroline Hyde discusses concerns about cyber risks raised by Anthropic’s newest AI model. US Treasury Secretary Scott Bessent and Federal Reserve Chair Powell summoned Wall Street leaders to an urgent meeting to discuss the threat. Plus, CoreWeave CEO Michael Intrator discusses deals with Anthropic and Meta as demand for compute shows no sign of slowing. And, after a record breaking trip around the moon the crew of Artemis II prepares to splash down in the Pacific ocean.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss CoreWeave’s $21 billion deal to provide compute for Meta. Plus, Meta releases a new AI model that is more competitive with rivals. And, Anthropic closes its secondary share sale that leaves some investors without the stakes they wanted.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rally in tech stocks and fall in energy prices as markets react to a two-week ceasefire deal between the US and Iran. Plus, Anthropic is giving tech firms early access to its new Mythos model to get ahead of possible cyberattacks that could wreak havoc. And, Apple's first foldable phone is still on track to launch in September, despite reports of major manufacturing delays.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s plan to join Elon Musk’s Terafab project with Tesla, SpaceX, and xAI. Plus, Broadcom and Google expand an agreement with Anthropic to power the AI startup’s burgeoning operations. And Bill Ackman looks to make a deal for the world’s largest music company, Universal Music Group.

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Bloomberg’s Caroline Hyde and Ed Ludlow speak with OpenAI’s Chief Global Affairs Officer Chris Lehane about the company’s new policy proposals to help manage the rapid changes brought about by artificial intelligence. Plus, Oracle names a new CFO to help the company navigate massive data center development plans and a cash crunch. And, NASA's Artemis II is set to pass at the closest distance that humans have come to the lunar surface in 50 years.

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Bloomberg’s Tim Stenovec discusses the roller-coaster for tech stocks as the market reacts to the ongoing conflict with Iran. Plus, Tesla posts one of its worst sales quarters in years, disappointing Wall Street even as the company tries to convince investors its future is in AI. And NASA’s Artemis II crew prepares to fire their engines toward the moon.

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Bloomberg’s Tim Stenovec discusses OpenAI’s recent mega-funding round that valued the company at $852 billion. Plus, Anthropic blames the accidental release of internal source code behind its Claude coding assistant on human error. And, it’s launch day for Artemis II as NASA prepares to send astronauts back to the moon’s vicinity. 

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Bloomberg’s Matt Miller takes a look at Nvidia’s $2 billion investment in Marvell, part of an agreement to collaborate on silicon photonics technology. Plus, the debt binge fueling the AI boom continues, with CoreWeave raising $8.5 billion from banks and investors to expand its cloud capacity. And the CEO of wearables startup Whoop discusses the company’s new $10.1 billion valuation after its latest funding round.

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Bloomberg’s Tim Stenovec discusses the selloff in tech stocks as investors weigh whether it's a turning point for the market. Plus, NASA prepares to launch Artemis II on a lunar flyby. And investors eye a mega $75 billion SpaceX IPO and the impact Elon Musk’s Terafab plan could have on the business.

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If you want to build a diversified portfolio, you need to assemble assets that respond to different return drivers. Digital assets can play a central role. For starters, cryptocurrencies like bitcoin behave differently than traditional equities or commodities, giving portfolios exposure to unique sources of risk and return. And within the crypto universe, you can find coins, protocols, and equities that all behave differently under different market conditions. By investing in a wide range of digital assets you can potentially both mitigate risk and improve returns. 

This episode is sponsored by Coinbase.

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Bloomberg’s Ed Ludlow discusses the impact of the Iran war on markets as the Nasdaq 100 falls into correction territory and Big Tech stocks slide. Plus, Meta is set to fund the construction of seven new natural gas-fired energy plants to fuel its Hyperion data center in Louisiana. And, Anthropic is said to be looking to IPO as soon as October.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the jury verdict holding Google and Meta liable for a young woman’s social media addiction. Plus, the case in California was just the start of thousands of similar cases that could lead to impacts on the businesses of social media companies. And Google researchers tout a new compression technique for LLMs and vector search engines, sending shares of memory and storage companies lower.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Arm’s plans to sell its own chips for the first time, with Meta as the first major customer. Plus, space stocks climb after reports that SpaceX aims to file a prospectus for its mega IPO before the end of March. And Kleiner Perkins partner Ilya Fushman discusses the firm’s largest raise ever to back AI bets.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss whiplash in the markets as President Trump outlines talks to potentially end the war in Iran. Plus, Elon Musk's grand plan to manufacture his own chips for robotics, AI and space data centers involves two of his biggest companies. And, Nscale becomes one of Europe's most valuable startups with a $14.6 billion valuation and adds Sheryl Sandberg to its board.

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Bloomberg’s Caroline Hyde discusses Micron earnings as the memory maker plans heavy spending on production to meet demand. Plus, Alibaba says it's aiming to generate $100 billion in cloud and AI revenue within the next five years, even as earnings come under pressure. And, Uber is set to invest up to $1.25 billion in Rivian's robotaxi fleet in the ride-hail company’s latest deal.

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Bloomberg’s Caroline Hyde discusses Nvidia's outlook as the company says it's now getting orders from China and is ramping up sales of its H200 chips. Plus, the CEO of Nvidia, Jensen Huang, calls OpenClaw "the next ChatGPT", sending Chinese AI stocks higher. And the CEO of Kalshi, Tarek Mansour, gives an exclusive interview after Arizona filed criminal charges against the prediction market platform.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia's prediction that it will generate $1 trillion in sales through 2027. Plus, IBM CEO Arvind Krishna talks about the AI and M&A landscape, hot off the company's own GTC announcement. And, the CEO of Gecko Robotics explains how the startup deploys its AI-powered robots to assess the condition and readiness of the US Navy's warships.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise in Meta’s shares following reports that the social media giant is planning big layoffs and news that it has expanded a compute deal with neocloud Nebius. Plus, OpenAI is in advanced talks to form a joint venture with private equity firms to boost enterprise adoption of its AI software. And Nvidia kicks off its developers’ conference, GTC, with all eyes on the global outlook for AI.

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Bloomberg’s Ed Ludlow discusses the impact the conflict with Iran is having on AI investments in the Middle East, as Meta pauses part of its major internet-expansion efforts in Africa. Plus, Adobe CEO Shantanu Narayen will resign amid skepticism about the company's ability to thrive in the AI era. And S&P Dow Jones Indices is considering changes to rules governing how companies join its index, which could fast-track SpaceX's entry after its IPO.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in tech stocks as oil prices spike again, stoking fears the war in Iran will further crimp energy supplies and fuel inflation. Plus, Dell CEO Michael Dell and the US Energy Department Under Secretary for Science discuss their partnership and work to develop supercomputers. And, new details emerge on Apple's entry into the foldable phone category.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Oracle’s strong third quarter sales and full year outlook as demand for AI computing shows no sign of letting up. Plus, Meta plans to deploy four new generations of its in-house AI chips by the end of 2027 to help power its rapidly expanding AI workloads. And the CEOs of Uber and Zoox discuss their new partnership that will allow Uber customers to get robotaxis from Amazon's Zoox in Las Vegas, starting this summer.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s bond sale that is set to be one of the biggest corporate debt offerings ever, as it looks to fund the AI boom. Plus, Google introduces AI agents across the Pentagon's workforce to automate unclassified tasks. And, Hewlett Packard Enterprise CEO Antonio Neri discusses the company’s sales forecast that topped estimates on AI hardware demand. 

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of the ongoing conflict in the Middle East. Plus, Oracle and OpenAI scrap plans to expand a flagship data center project in Texas. And Anthropic sues the Defense Department after the government labeled the AI firm a supply chain risk.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the US Commerce Department has drafted regulations restricting AI chip shipments to anywhere in the world without American approval. Plus, Oracle plans to cut thousands of jobs as it handles a cash crunch from a massive AI data center expansion effort. And, the Pentagon has officially notified lawmakers that it has determined Anthropic and its products pose a risk to the US supply chain.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Broadcom’s results as the CEO predicts AI chip sales will top $100 billion next year. Plus, Anthropic has restarted talks with the Pentagon following the feud over AI use by the military, according to a person familiar with the matter. And, Founders Fund General Partner Trae Stephens and Nominal CEO Cameron McCord discuss the startup's latest funding and its efforts to modernize manufacturing.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rebound in tech stocks as investors seek clarity around the war in Iran, five days into the conflict. Plus, Anthropic is on track to generate annual revenue of almost $20 billion, more than doubling in a few months as the company continues to clash with the Pentagon over AI safeguards. And Apple comes after the PC market and budget-minded shoppers with its new $599 MacBook Neo.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the market sell-off as concerns about the Middle East conflict hit equities and bonds. Plus, they look at the math of military projectiles as the US uses costly missiles to combat cheap Iranian drones. And Coherent CEO Jim Anderson discusses Nvidia’s $2 billion investment in the photonics company.

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Bloomberg’s Caroline Hyde discusses the ongoing fighting in the Middle East following the US and Israel strikes on Iran over the weekend. Plus, Representative Sam Liccardo, Democrat from California, shares his thoughts on the need for a national AI policy. And fallout from the feud between the Pentagon and Anthropic over deployment of the AI company’s tech continues.

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'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture. Join David Gura, Christina Ruffini and Lisa Mateo Saturdays and Sundays for discussions with business leaders, lawmakers and cultural icons.  

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Bloomberg’s Caroline Hyde discusses OpenAI’s $110 billion fundraise at a $730 billion valuation with key backing from Amazon. Plus, the feud between Anthropic and the Pentagon over AI use by the military continues. And Jack Dorsey’s Block says it's cutting half its workforce in a bet on AI.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s latest sales forecast, which drew a lukewarm response from investors, with concerns over a potential bubble still weighing on the chipmaker. Plus, Paramount Skydance and Warner Bros. Discovery put out earnings amid renewed takeover talks. And Snowflake CEO Sridhar Ramaswamy discusses the business’ strong growth outlook.

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Bloomberg’s Caroline Hyde and Ed Ludlow preview Nvidia’s earnings as investors look for fresh clues on AI’s market impact. Plus, Anthropic loosens its central safety policy amid a growing dispute with the US Defense Department over guardrails. And Sequoia partner Alfred Lin discusses AI’s impact on financial services alongside the CEO of his new portfolio company, Rowspace's Michael Manapat

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans to buy AI chips and computers from AMD worth billions of dollars. Plus, AI whiplash in markets erupts again as investors navigate the disruptive power of agentic tools being unveiled by Anthropic. And the board of Warner Bros. Discovery is considering a new offer from Paramount.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of tariff uncertainty on tech. Plus, AI disruption continues to rattle shares during a busy week of earnings that includes Nvidia and Salesforce. And Bitcoin has not been immune to the anxiety, sliding below $65,000 at one point for a second time this month

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Bloomberg’s Ed Ludlow discusses the US Supreme Court striking down President Trump's sweeping global tariffs. Plus, Netflix co-CEO Ted Sarandos tells Bloomberg the company's bid to acquire Warner Bros. Discovery will close, even after Warner reopened talks with Paramount Skydance. And West Virginia Attorney General John McCuskey explains why he is suing Apple over child sexual abuse material.

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Ted Sarandos, co-chief executive officer of Netflix, said his company’s acquisition of Warner Bros. Discovery will lead to more films in theaters, addressing a key complaint from Hollywood in the high-stakes battle for one of the industry’s iconic studios.

A merger of Netflix and Warner Bros. is “better for theaters” because Netflix will be able to take its films and put them in cinemas using the distribution network that Warner Bros. has built. He speaks about this and more in a special conversation with Bloomberg Tech co-host Ed Ludlow and Bloomberg News Managing Editor for Media & Entertainment Lucas Shaw.

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Bloomberg’s Ed Ludlow discusses OpenAI nearing the first phase of a new funding round that could bring in more than $100 billion. Plus, Mark Zuckerberg testified in a landmark social media trial, telling a jury it is "very difficult" to enforce Instagram's age limits. And the DOJ is taking a closer look at how theater chains could be impacted by a sale of Warner Bros. Discovery.

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Bloomberg’s Ed Ludlow discusses Meta’s pact with Nvidia to deploy “millions” of the AI chip giant’s processors over the next few years. Plus, Meta CEO Mark Zuckerberg is set to take the stand in a landmark social media addiction trial in Los Angeles. And Autodesk CEO Andrew Anagnost explains why his company made a $200 million strategic investment in AI research firm World Labs, its largest startup investment to date.

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Bloomberg’s Ed Ludlow discusses Warner Bros. Discovery’s decision to reopen negotiations with Paramount Skydance following its sweetened offer. Plus, renewed anxiety over the outlook for AI weighs on stocks. And, Thrive Capital raises more than $10 billion in its largest fund ever, giving the firm an expanded war chest to invest in AI.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss earnings from Rivian, Coinbase, Instacart, and Airbnb. Plus, the US Defense Department added Alibaba, Baidu and others to a list of firms it says are connected to the Chinese military and then pulled the list from its website. And Anthropic raises $30 billion in funding, doubling its valuation to $380 billion.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss memory chip prices taking a toll on Cisco's stock even as AI demand surges. Plus, Apple's revamp of its Siri voice assistant hits new snags that could delay the release of some features. And Altruist CEO Jason Wenk discusses the startup's AI tax-planning tool that sent wealth management stocks tumbling, hours after its launch.

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On this special bonus episode of Bloomberg Tech, Waymo co-CEO Tekedra Mawakana discusses the robotaxi firm's global expansion efforts, $16 billion fundraise and ongoing safety concerns. She speaks exclusively with Ed Ludlow.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Wall Street’s selloff of stocks that investors think are on the wrong side of the AI revolution. Plus, Twilio founder Jeff Lawson discusses his new nuclear fusion startup Inertia, which raised a $450 million Series A. And Lyft CEO David Risher discusses earnings after the rideshare firm issued a forecast that disappointed investors

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Spotify’s record user growth driven by its ‘Wrapped’ campaign. Plus, Paramount enhances its bid for Warner Bros. Discovery, offering billions to cover termination, debt refinancing and ticking fees. And Runway CEO Cristobal Valenzuela discusses the company’s new funding round that values the company at $5.3 billion. 

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Alphabet’s debt plans, as sources tell Bloomberg the Google parent is looking at $15 billion in US high-grade debt and a rare 100-year sterling-denominated note. Plus, Bitcoin slips back below $70,000 after a roller-coaster ride at the end of last week. And Apple is set to debut a slew of new products in the coming weeks, including a new iPhone 17e and updated iPads and Macs.

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Bloomberg's Caroline Hyde and Ed Ludlow take a look at shares of Amazon dropping after announcing plans to spend $200 billion this year on data centers, chips, and other equipment. Plus, Bitcoin rebounded after plummeting on Thursday and nearing the $60,000 level, and the CEOs of Roblox, Affirm, and Warner Music Group break down their companies' earnings.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer’s outlook and growth in its data center business. And Qualcomm CEO Cristiano Amon talks about the potential impact from component shortages on its revenue for the period.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss AMD’s sales forecast that underwhelmed investors and sent the chipmaker's shares falling. Plus, the selloff continues across tech markets as fears of AI disruption take hold following the release of Anthropic's new automation tool. And, Bloomberg reports Nvidia is nearing a deal to invest $20 billion in OpenAI, with the AI company looking to raise up to $100 billion for a new funding round.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Palantir’s revenue forecast that beat Wall Street expectations, sending its shares up. Plus, Disney Chairman James Gorman discusses the company’s decision to appoint its parks chief Josh D'Amaro as the next CEO. And Elon Musk confirms plans to combine SpaceX and xAI in a deal valuing the merged entity at $1.25 trillion.

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Bloomberg’s Caroline Hyde discusses Disney's earnings lifted by record results in its parks division. Plus, Oracle kicks off a massive bond sale as the software giant looks to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity. And sources say Elon Musk is in advanced talks to combine SpaceX with xAI.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss how President Trump’s selection of Kevin Warsh to be the next chair of the Federal Reserve, is affecting tech markets. Plus, Apple reports record sales but the rising cost of memory worries investors. And SpaceX is said to be considering a merger with Tesla or xAI.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set to release results after the bell with investors focused on holiday sales and memory costs. And, Amazon reported hundreds of thousands of pieces of content it believed included child sexual abuse material, which it found in data gathered to improve its AI models.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s plans to cut nearly 5% of its corporate workforce. Plus, ASML posts record fourth-quarter orders as AI drives demand for its most sophisticated chipmaking equipment. And sources tell Bloomberg that SoftBank is in talks to invest as much as $30 billion more in OpenAI.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss stocks closing in on record highs driven by tech shares with earnings imminent. Plus, Bridgit Mendler, CEO and co-founder of Northwood, discusses the company’s $100 million Series B to modernize space infrastructure on Earth. And Amazon is shuttering its physical stores, doubling down on deliveries.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s additional $2 billion investment in CoreWeave, to accelerate the buildout of AI factories. Plus, IonQ CEO Niccolo de Masi discusses the quantum company’s continued acquisition spree, as it buys chipmaker SkyWater Technology in a cash-and-stock deal worth $1.8 billion. And investors gear up for big tech earnings with Meta, Apple and Tesla all set to report this week.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s manufacturing struggles as the company’s shares fall post-earnings. Plus, China's largest tech firms get an initial green light from Beijing to start preparing orders for Nvidia's H200 AI chips. And, TikTok and its Chinese parent ByteDance have closed a long-awaited deal to transfer parts of their US operations to a group of American investors led by Oracle.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Elon Musk’s comments on AI costs and the future of robots at the World Economic Forum in Davos. Plus, OpenAI CEO Sam Altman is lining up funding from Middle East investors that could total $50 billion and a whopping $830 billion valuation. And Blue Origin successfully launches its latest crewed mission, marking more than 90 passengers that the Jeff Bezos company has sent above the Karman line.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s call for "immediate negotiations” on Greenland during his speech at the World Economic Forum in Davos, Switzerland. Plus Netflix shares slid as spending on programming mounts. And Zipline's CEO Keller Cliffton discusses the drone delivery startup's new $7.6 billion valuation and expansion plans. 

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