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 46min
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 38min
Nvidia's Huang Meets With Trump, Tesla Taxis Move West
Bloomberg’s Romaine Bostick discusses the meeting between Nvidia CEO Jensen Huang and President Trump as Huang prepares for a China trip. Plus, Tesla preps its driverless cars for California and Arizona, just one month after its rollout in Austin, Texas. And, a conversation with Summer Mersinger, CEO of the Blockchain Association ahead of the "Crypto Week" in Washington.See omnystudio.com/listener for privacy information.
11 Jul 43min
Musk Says Grok To Make Tesla Debut
Bloomberg’s Caroline Hyde discusses xAI's rollout of Grok 4 as Elon Musk says Grok will come to Tesla vehicles next week. Plus, we hear from LinkedIn co-founder Reid Hoffman as the AI talent war draws big pay packages. And Varda Space raises $187 million in a series C funding as they look towards advancing space medicine manufacturing.See omnystudio.com/listener for privacy information.
10 Jul 43min
Nvidia Hits $4T Market Cap, SpaceX's Path to a $400B Valuation
Bloomberg’s Caroline Hyde discusses Nvidia's rise to become the first ever company to have touched a $4 trillion market cap. Plus, SpaceX is in talks to sell shares that could value the company at $400 billion. And the White House puts Apple on blast for their slow migration of production, saying the tech giant thinks it's "too big to tariff".See omnystudio.com/listener for privacy information.
9 Jul 43min
Apple Loses Another AI Executive, Amazon's Prime Day Weakness
Bloomberg’s Caroline Hyde discusses Apple's latest AI talent loss as a key AI executive leaves for Meta. Plus, Amazon's Prime Day kicks off to a tepid start as retailers and shoppers feel the bite of tariffs. And a conversation with CoreWeave CEO Michael Intrator as they buy Core Scientific in a $9 billion deal.See omnystudio.com/listener for privacy information.
8 Jul 40min
Musk's Political Ambitions, CoreWeave's Big Purchase
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Elon Musk's political aspirations as he forms the "America Party". Plus, President Trump fires more tariff warnings as countries race to negotiate ahead of the Wednesday deadline. And CoreWeave is set to buy Core Scientific in a $9 billion deal.See omnystudio.com/listener for privacy information.
7 Jul 43min
OpenAI, Oracle Expand Stargate Project
Bloomberg’s Ed Ludlow discuss OpenAI's deal with Oracle as they search for more compute capacity. Plus, a look at President Donald Trump's tax and spending bill as it nears a successful House vote. And the White House lifts some chip design software curbs on China.See omnystudio.com/listener for privacy information.
3 Jul 43min
