US Eases Path for Nvidia to Sell H200s to China

US Eases Path for Nvidia to Sell H200s to China

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the US Commerce Department’s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI CEO Deepak Pathak discusses how the company’s robot “brain” works across form factors. And, Netflix is working to revise its bid for Warner Bros. Discovery, shifting to an all-cash offer.

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Episoder(1106)

Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter

Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter

Amazon.com reported cloud-computing revenue that beat analyst estimates, with booming demand for artificial intelligence services accelerating sales for the fifth straight quarter. Revenue jumped 37% ...

30 Jul 18min

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...

30 Jul 45min

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...

29 Jul 44min

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 Jul 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 Jul 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 Jul 14min

Open-Weight AI Debate Takes Center Stage

Open-Weight AI Debate Takes Center Stage

Bloomberg’s Ed Ludlow breaks down an open letter signed by Big Tech's biggest names, making the case for open-weight AI. The tech CEOs argue that open-weight models are key to innovation, competition,...

24 Jul 43min

AI Spending, Mobileye's CEO Exit & IBM CEO on Results

AI Spending, Mobileye's CEO Exit & IBM CEO on Results

Bloomberg’s Ed Ludlow breaks down Alphabet and Tesla's earnings as the Google parent company boosts its investment plans, while Tesla burns through cash to fund Elon Musk's AI ambitions. Plus, Mobiley...

23 Jul 47min

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