South Korean Chipmakers to Supply OpenAI’s Stargate
Bloomberg’s Caroline Hyde and Ed Ludlow unpack the news that Samsung and SK Hynix have reached early-stage agreements to supply chips and other gear to OpenAI’s Stargate data center project. Plus, Wel...
1 Okt 202542min
CoreWeave’s $14 Billion Meta Deal, Spotify’s Ek to Leave CEO Role
Bloomberg’s Caroline Hyde and Ed Ludlow discuss CoreWeave’s deal to supply Meta with up to $14.2 billion worth of computing power. Plus, Spotify shares sink on news that founder Daniel Ek will transit...
30 Sep 202538min
EA Agrees to Largest Leveraged Buyout in History
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Electronic Arts’ agreement to be sold in a record-breaking leveraged buyout. Plus, Huawei plans to ramp up production of its most advanced AI chips in a...
29 Sep 202544min
Trump Advances Plans for TikTok US Deal
Bloomberg’s Caroline Hyde and Ed Ludlow break down plans for investors to buy TikTok's US operations at a potential valuation of $14 billion. Plus, they discuss the possibility of an AI bubble, after ...
26 Sep 202543min
Intel Approaches Apple About Investment
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that Intel approached Apple about a possible investment and are working together more closely. Plus, HSBC says it has achieved a world-first in ...
25 Sep 202545min
Alibaba to Ramp Up AI Spend, Kimmel Returns to Late Night
Bloomberg’s Caroline Hyde and Ed Ludlow look at Alibaba’s plans to ramp up AI spending past $50 billion, which sent its shares to a four-year high. Plus, OpenAI expands its Stargate data center plan w...
24 Sep 202542min
Nvidia, OpenAI Make $100 Billion Data Center Deal
Bloomberg’s Caroline Hyde unpacks Nvidia's $100 billion investment in OpenAI for data centers, while a report from Bain raises concerns on the future of the AI industry. Plus Snowflake CEO Sridhar Ram...
23 Sep 202536min
Oracle to Recreate TikTok’s Algorithm in the US
Bloomberg’s Caroline Hyde and Ed Ludlow discuss plans for Oracle to recreate and manage a copy of TikTok’s algorithm for US users. Plus, CEO changes abound, with Oracle promoting Clay Magouyrk and Mik...
22 Sep 202542min
