Meta to Deploy Homegrown Chips, Uber to Offer Zoox Rides

Meta to Deploy Homegrown Chips, Uber to Offer Zoox Rides

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Oracle’s strong third quarter sales and full year outlook as demand for AI computing shows no sign of letting up. Plus, Meta plans to deploy four new generations of its in-house AI chips by the end of 2027 to help power its rapidly expanding AI workloads. And the CEOs of Uber and Zoox discuss their new partnership that will allow Uber customers to get robotaxis from Amazon's Zoox in Las Vegas, starting this summer.

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Episoder(1113)

Alphabet's Bond Sale Signals AI Confidence

Alphabet's Bond Sale Signals AI Confidence

Bloomberg’s Ed Ludlow breaks down Alphabet's latest jumbo bond sale, receiving about $115 billion of orders after looking to raise $25 billion, signaling renewed investor appetite for debt tied to the...

6 Aug 46min

BONUS: Western Digital CEO Irving Tan Talks AI Storage Demand

BONUS: Western Digital CEO Irving Tan Talks AI Storage Demand

Western Digital (WD) says the AI infrastructure buildout is creating sustained demand for data storage, even as investors reacted to a softer near-term outlook. CEO Irving Tan joins Bloomberg to expla...

6 Aug 5min

BONUS: Uber CEO Dara Khosrowshahi Talks Robotaxis & Booking Outlook

BONUS: Uber CEO Dara Khosrowshahi Talks Robotaxis & Booking Outlook

Uber Technologies Inc. shares slid by the most in six months after the company issued a bookings outlook that just met analyst estimates, compounding concerns from investors about the company’s abilit...

5 Aug 8min

SpaceX, Uber and the Future of Mobility

SpaceX, Uber and the Future of Mobility

Bloomberg’s Ed Ludlow breaks down SpaceX's first earnings which revealed massive AI spending, an ambitious Starlink expansion and Elon Musk's latest bold prediction: a $100 billion annual revenue run ...

5 Aug 44min

Palantir Surges as AI Demand Accelerates

Palantir Surges as AI Demand Accelerates

Bloomberg’s Ed Ludlow breaks down Palantir's blockbuster earnings results and strong commercial demand, with US commercial sales in the second quarter rising 149% from a year earlier. Plus, Apple exce...

4 Aug 43min

Special Edition: Hugging Face CEO Clement Delangue Talks OpenAI Hack

Special Edition: Hugging Face CEO Clement Delangue Talks OpenAI Hack

Hugging Face CEO Clement Delangue discusses OpenAI models' hack on Hugging Face last month and the future of AI regulation. Talking about the hack, Delangue, said that while companies want AI agents t...

3 Aug 19min

China's AI Push Meets Amazon's Cloud Surge

China's AI Push Meets Amazon's Cloud Surge

Bloomberg’s Ed Ludlow breaks down Alibaba's latest Qwen model, its biggest ever, claiming performance on par with Anthropic. Plus, AWS CEO Matt Garman joins after Amazon surpassed $3 trillion in marke...

3 Aug 46min

Amazon Soars, Apple Struggles, AI Faces New Scrutiny

Amazon Soars, Apple Struggles, AI Faces New Scrutiny

Bloomberg’s Ed Ludlow breaks down Tim Cook's final Apple earnings call as CEO - a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon's shares roar on AI progress, big spending...

31 Jul 45min

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