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 Nuclear Security Administration is among the organizations targeted by hackers exploiting a Microsoft SharePoint flaw. And, Tesla, Alphabet, and IBM are among the companies releasing earnings after markets close.See omnystudio.com/listener for privacy information.
23 Jul 202541min
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 NPX fails to impress investors with its third-quarter forecast.See omnystudio.com/listener for privacy information.
22 Jul 202532min
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 Elon Musk’s wild bets and his feud with President Trump are creating challenges for his business empire.See omnystudio.com/listener for privacy information.
21 Jul 202541min
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 tech startup Hadrian closes a $260 million Series C funding round led by Founders Fund.See omnystudio.com/listener for privacy information.
18 Jul 202544min
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 partnership with Uber and Lucid. And investors prepare for Netflix earnings, which no longer include subscriber numbers.See omnystudio.com/listener for privacy information.
17 Jul 202544min
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 talks to lease data center capacity in Saudi Arabia. And markets react to reports that President Trump has held talks about firing Federal Reserve Chair Powell.See omnystudio.com/listener for privacy information.
16 Jul 202539min
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 both join from the inaugural Pennsylvania Energy and Innovation Summit. And Cognition AI agrees to buy Windsurf.See omnystudio.com/listener for privacy information.
15 Jul 202546min
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, Bloomberg’s Jackie Davalos breaks down Meta’s plans to spend hundreds of billions of dollars on compute power to build superintelligence. And Bitcoin’s value soars as Congress kicks off Crypto Week.See omnystudio.com/listener for privacy information.
14 Jul 202538min
