Tech Scrambles to Adjust Supply Chains, Tariffs Could Backfire on Trump’s AI Goals
Bloomberg Tech9 Apr 2025

Tech Scrambles to Adjust Supply Chains, Tariffs Could Backfire on Trump’s AI Goals

Bloomberg’s Caroline Hyde and Ed Ludlow discuss markets' continued volatility as investors race to react to global tariffs. Plus, Rhodium Group’s Reva Goujon explains why US tech companies should brace for more than a tariff impact from Chinese retaliation. And Ben Lerer, Managing Partner at Lerer Hippeau, discusses the firm’s $200 million ninth seed fund and how he’s advising portfolio companies on tariffs.

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Episoder(1098)

OpenAI's AI Test, AMD's Anthropic Deal & Apple's Roadmap

OpenAI's AI Test, AMD's Anthropic Deal & Apple's Roadmap

Bloomberg’s Ed Ludlow breaks down the news of OpenAI's advanced AI models unexpectedly hacking Hugging Face's system during testing, raising fresh concerns about AI safety. Plus, AMD is making a major...

22 Jul 0s

Nvidia's AI Push, Paramount's Merger Pause & China's AI Race

Nvidia's AI Push, Paramount's Merger Pause & China's AI Race

Bloomberg's Ed Ludlow breaks down Nvidia's latest AI chip rollout, as the company says its next-generation processors are now shipping to customers and entering full production. Plus, a judge hits pau...

21 Jul 0s

The AI Race, Starship and Silicon Valley's Defense Bet

The AI Race, Starship and Silicon Valley's Defense Bet

Bloomberg’s Ed Ludlow breaks down what Moonshot's Kimi K3 means for the race with OpenAI, Anthropic and the chipmakers powering it. Plus, SpaceX gears up for a second attempt at a Starship test flight...

20 Jul 0s

China's Moonshot, Netflix's Slump & Greylock's $1.5B Bet

China's Moonshot, Netflix's Slump & Greylock's $1.5B Bet

Bloomberg’s Ed Ludlow looks at Chinese startup Moonshot's latest model, which it says can compete with the best from OpenAI and Anthropic. Plus, Netflix shares tumble after the streaming giant warns o...

17 Jul 44min

TSMC Slides, Saronic Invests in Texas, GameStop Makes Its Move

TSMC Slides, Saronic Invests in Texas, GameStop Makes Its Move

Bloomberg’s Ed Ludlow breaks down TSMC's results and the company's announcement of a higher commitment for its US buildout. Plus, he speaks with the CEO of autonomous maritime drone company Saronic an...

16 Jul 48min

AI Selloff, Apple vs. OpenAI & the Future of Defense Tech

AI Selloff, Apple vs. OpenAI & the Future of Defense Tech

Bloomberg’s Ed Ludlow breaks down why an AI-fueled stock rout in South Korea spilled over into the US market Monday, sending SK Hynix ADRs falling in their second US trading day. Plus, Apple and OpenA...

14 Jul 48min

SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price

SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price

Bloomberg’s David Gura hosts a special edition of Bloomberg Tech as SK Hynix starts trading on the Nasdaq, in what is the biggest-ever US listing by a foreign company. He recaps Ed Ludlow's sit-down i...

10 Jul 43min

Special Edition: SK Chairman Chey Tae-won on SK Hynix's US Debut

Special Edition: SK Chairman Chey Tae-won on SK Hynix's US Debut

SK Group Chairman Chey Tae-won joins Bloomberg's Ed Ludlow to discuss SK Hynix's public listing. Fresh off a landmark US stock offering for the conglomerate’s memory-chip business, Tae-won said he has...

10 Jul 30min

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