Nvidia, OpenAI Make $100 Billion Data Center Deal
Bloomberg Tech23 Sep 2025

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 Ramaswamy discusses the company’s new initiative for a unified data standard. And the prospect of a TikTok deal lingers as US President Trump chastises China’s Russia relationship during his address to the UN general assembly.

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Episoder(977)

Intel Falls as Manufacturing Snags Bedevil Comeback

Intel Falls as Manufacturing Snags Bedevil Comeback

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s manufacturing struggles as the company’s shares fall post-earnings. Plus, China's largest tech firms get an initial green light from Beijing to ...

23 Jan 42min

Altman Meets with Mideast Investors as OpenAI Eyes $830 Valuation

Altman Meets with Mideast Investors as OpenAI Eyes $830 Valuation

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Elon Musk’s comments on AI costs and the future of robots at the World Economic Forum in Davos. Plus, OpenAI CEO Sam Altman is lining up funding from Mi...

22 Jan 1h 13min

Trump Rattles Europe Defense Tech Stocks

Trump Rattles Europe Defense Tech Stocks

Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s call for "immediate negotiations” on Greenland during his speech at the World Economic Forum in Davos, Switzerland. Plus Netflix share...

21 Jan 41min

 Netflix’s Amended Offer Puts Pressure on Paramount

Netflix’s Amended Offer Puts Pressure on Paramount

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Netflix’s amended, all-cash offer to buy Warner Bros. Discovery's studio and streaming business. Plus, Google DeepMind CEO, Demis Hassabis, says Chinese...

20 Jan 46min

Trump Wants Big Tech to Pay for Power

Trump Wants Big Tech to Pay for Power

Bloomberg’s Ed Ludlow discusses the plan laid out by the Trump administration and several states to have tech companies pay for surging energy prices following the rise of AI data centers. Plus, AI co...

16 Jan 46min

TSMC Forecast Lifts Peers on Robust AI Demand

TSMC Forecast Lifts Peers on Robust AI Demand

Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute,...

15 Jan 43min

US Eases Path for Nvidia to Sell H200s to China

US Eases Path for Nvidia to Sell H200s to China

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the US Commerce Department’s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI ...

14 Jan 44min

Meta Shifts to AI Devices From Metaverse

Meta Shifts to AI Devices From Metaverse

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans to double the output of its Ray-Ban AI-glasses as it pivots away from the metaverse. Plus, Microsoft pledges to pay electricity rates that ...

13 Jan 44min

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