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.
22 Marras 10min
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.
21 Marras 43min
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.
20 Marras 44min
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.
20 Marras 15min
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.
19 Marras 48min
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.
18 Marras 39min
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.
17 Marras 43min
AI Funding Frenzy Continues with Cursor, Thinking Machines
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the latest moves in tech stocks as skepticism grows about whether the Federal Reserve will cut interest rates in December. Plus, Thinking Machines, the AI startup founded by former OpenAI executive Mira Murati, is in talks to raise funding at a $50 billion valuation. And Cursor CEO Michael Truell discusses the AI-coding startup’s latest fundraise at a $29.3 billion valuation.See omnystudio.com/listener for privacy information.
14 Marras 42min
