TSMC Forecast Lifts Peers on Robust AI Demand

TSMC Forecast Lifts Peers on Robust AI Demand

Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute, and hunts for hardware partners across data centers and consumer devices. And New York City Mayor Zohran Mamdani sues a delivery tech company, accusing it of breaking local worker-protection laws.

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Special Edition: Hugging Face CEO Clement Delangue Talks OpenAI Hack

Special Edition: Hugging Face CEO Clement Delangue Talks OpenAI Hack

Hugging Face CEO Clement Delangue discusses OpenAI models' hack on Hugging Face last month and the future of AI regulation. Talking about the hack, Delangue, said that while companies want AI agents t...

3 Elo 19min

China's AI Push Meets Amazon's Cloud Surge

China's AI Push Meets Amazon's Cloud Surge

Bloomberg’s Ed Ludlow breaks down Alibaba's latest Qwen model, its biggest ever, claiming performance on par with Anthropic. Plus, AWS CEO Matt Garman joins after Amazon surpassed $3 trillion in marke...

3 Elo 46min

Amazon Soars, Apple Struggles, AI Faces New Scrutiny

Amazon Soars, Apple Struggles, AI Faces New Scrutiny

Bloomberg’s Ed Ludlow breaks down Tim Cook's final Apple earnings call as CEO - a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon's shares roar on AI progress, big spending...

31 Heinä 45min

AI Winners and Losers Emerge

AI Winners and Losers Emerge

Bloomberg’s Ed Ludlow breaks down big tech's earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg's AI pitch falls flat on high spending. Plus, Q...

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Markets Brace for Microsoft and Meta Earnings

Markets Brace for Microsoft and Meta Earnings

Bloomberg’s Ed Ludlow breaks down why SK Hynix's Korean shares slumped even after reporting a six-fold jump in profit and raised capital spending to a record $31 billion. Plus, SoFi CEO Anthony Noto j...

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AI Trade Stumbles as Chip Stocks Slide

AI Trade Stumbles as Chip Stocks Slide

Bloomberg’s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China's chipmaking add to worries about the sustainability of...

28 Heinä 44min

AI Industry’s Circular Financing Deals, Apple Smart Glasses

AI Industry’s Circular Financing Deals, Apple Smart Glasses

Bloomberg’s Ed Ludlow speaks with Nvidia CEO Jensen Huang amid renewed concerns about the AI industry’s circular financing deals. Plus, Apple aims to take on Meta in the smart glasses department. And,...

27 Heinä 44min

Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea

Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea

In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages fo...

25 Heinä 14min

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