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(1005)

Spotify User Growth, Paramount’s Enhanced Offer

Spotify User Growth, Paramount’s Enhanced Offer

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Spotify’s record user growth driven by its ‘Wrapped’ campaign. Plus, Paramount enhances its bid for Warner Bros. Discovery, offering billions to cover t...

10 Feb 43min

Alphabet’s Mega Bond Plans Includes 100-Year Offering

Alphabet’s Mega Bond Plans Includes 100-Year Offering

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Alphabet’s debt plans, as sources tell Bloomberg the Google parent is looking at $15 billion in US high-grade debt and a rare 100-year sterling-denomina...

9 Feb 43min

Amazon's Big Spending Plans and Bitcoin's Rebound

Amazon's Big Spending Plans and Bitcoin's Rebound

Bloomberg's Caroline Hyde and Ed Ludlow take a look at shares of Amazon dropping after announcing plans to spend $200 billion this year on data centers, chips, and other equipment. Plus, Bitcoin rebou...

6 Feb 44min

Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer’s outlook and gr...

5 Feb 43min

AMD Forecast Fails to Impress Investors

AMD Forecast Fails to Impress Investors

Bloomberg’s Caroline Hyde and Ed Ludlow discuss AMD’s sales forecast that underwhelmed investors and sent the chipmaker's shares falling. Plus, the selloff continues across tech markets as fears of AI...

4 Feb 41min

Disney Taps Parks Chief to be CEO, Palantir Gives Strong Sales Outlook

Disney Taps Parks Chief to be CEO, Palantir Gives Strong Sales Outlook

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Palantir’s revenue forecast that beat Wall Street expectations, sending its shares up. Plus, Disney Chairman James Gorman discusses the company’s decisi...

3 Feb 43min

Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

Bloomberg’s Caroline Hyde discusses Disney's earnings lifted by record results in its parks division. Plus, Oracle kicks off a massive bond sale as the software giant looks to raise $45 billion to $50...

2 Feb 43min

Musk Empire Merger Possibility, Memory Costs Weigh on Apple

Musk Empire Merger Possibility, Memory Costs Weigh on Apple

Bloomberg’s Caroline Hyde and Ed Ludlow discuss how President Trump’s selection of Kevin Warsh to be the next chair of the Federal Reserve, is affecting tech markets. Plus, Apple reports record sales ...

30 Jan 43min

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