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(1005)

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

Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy

Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy

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...

25 Feb 43min

Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

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 disru...

24 Feb 44min

Tariff Uncertainty, AI Unease Rattle Tech Shares

Tariff Uncertainty, AI Unease Rattle Tech Shares

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 Salesfo...

23 Feb 44min

Supreme Court Strikes Down Tariffs, West Virginia Sues Apple

Supreme Court Strikes Down Tariffs, West Virginia Sues Apple

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...

20 Feb 48min

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