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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Episoder(1001)

US Considers Permits for Global Nvidia, AMD AI Chip Sales

US Considers Permits for Global Nvidia, AMD AI Chip Sales

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, ...

6 Mar 43min

Broadcom Expects AI Chips Sales to Top $100 Billion in 2027

Broadcom Expects AI Chips Sales to Top $100 Billion in 2027

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 th...

5 Mar 43min

Anthropic Nears $20B Run Rate, Apple to Sell $599 Laptop

Anthropic Nears $20B Run Rate, Apple to Sell $599 Laptop

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...

4 Mar 46min

Iran Conflict Sell-Off Rattles Tech Stocks

Iran Conflict Sell-Off Rattles Tech Stocks

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 use...

3 Mar 32min

Defense Tech in Focus As Iran Conflict Widens

Defense Tech in Focus As Iran Conflict Widens

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, s...

2 Mar 39min

Introducing: Bloomberg This Weekend

Introducing: Bloomberg This Weekend

'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 l...

1 Mar 1min

OpenAI Raises $110B from Amazon, Nvidia, Others

OpenAI Raises $110B from Amazon, Nvidia, Others

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 milit...

27 Feb 43min

Nvidia Delivers Upbeat Forecast to AI-Wary Market

Nvidia Delivers Upbeat Forecast to AI-Wary Market

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. Pl...

26 Feb 43min

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