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 disruptive power of agentic tools being unveiled by Anthropic. And the board of Warner Bros. Discovery is considering a new offer from Paramount.

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Episoder(996)

US AI Action Plan Targets Rapid Data Center Growth

US AI Action Plan Targets Rapid Data Center Growth

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the newly released U.S. AI Action Plan, which centers on open-source development and aims to expand national data center capacity. Plus, the US National...

23 Jul 202541min

Microsoft Points to Chinese Hackers in SharePoint Breach

Microsoft Points to Chinese Hackers in SharePoint Breach

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the latest update in the Microsoft SharePoint hacking. Plus, OpenAI and Oracle announce plans to expand US data center capacity. And semiconductor maker...

22 Jul 202532min

Microsoft SharePoint Hack, Musk’s Wild Business Bets

Microsoft SharePoint Hack, Musk’s Wild Business Bets

Bloomberg’s Caroline Hyde discusses the hack of Microsoft SharePoint software that could impact tens of thousands of organizations. Plus, investors prepare for more second-quarter tech earnings. And E...

21 Jul 202541min

Netflix Shares Fall Despite Earnings Beat

Netflix Shares Fall Despite Earnings Beat

Bloomberg’s Ed Ludlow discusses Netflix earnings as the company’s shares fall. Plus, the CFO of Taiwan Semiconductor Manufacturing discusses the company’s $165 billion US expansion plan. And defense t...

18 Jul 202544min

Uber Plans Robotaxi Partnership with Lucid and Nuro

Uber Plans Robotaxi Partnership with Lucid and Nuro

Bloomberg’s Ed Ludlow discusses the impact of AI demand on shares of Taiwan Semiconductor Company. Plus, the President of self-driving startup Nuro explains the company’s plans for a robotaxi partners...

17 Jul 202544min

Musk’s xAI In Talks to Lease Saudi Data Center Capacity

Musk’s xAI In Talks to Lease Saudi Data Center Capacity

Bloomberg’s Ed Ludlow discusses the rise in Nvidia shares as CEO Jensen Huang says he expects to get the first batch of US licenses to export H20 AI chips to China soon. Plus, Elon Musk’s xAI is in ta...

16 Jul 202539min

Nvidia, AMD Set to Resume Some AI Chip Sales to China

Nvidia, AMD Set to Resume Some AI Chip Sales to China

Bloomberg’s Ed Ludlow discusses changes to US trade restrictions that will allow Nvidia and AMD to sell some AI chips to China. Plus, AI and Crypto Czar David Sacks and Energy Secretary Chris Wright b...

15 Jul 202546min

Panasonic Unveils EV Battery Plant in Kansas

Panasonic Unveils EV Battery Plant in Kansas

Bloomberg’s Ed Ludlow discusses Panasonic’s new electric vehicle battery plant in De Soto, Kansas, with Panasonic NA CEO Megan Myungwon Lee and the CEO of Lucid, a key battery customer. Plus, Bloomber...

14 Jul 202538min

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