Qualcomm Takes Aim at Nvidia with New Chips

Qualcomm Takes Aim at Nvidia with New Chips

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Qualcomm’s jump into the AI data center market with new chips and computers that could challenge Nvidia. Plus, investors prepare for a big week of tech earnings with Microsoft, Google, Meta, Amazon and Apple all reporting. And Crusoe CEO Chase Lochmiller discusses the AI data center startup’s new $10 billion valuation.

See omnystudio.com/listener for privacy information.

Episoder(947)

Defense Tech Special

Defense Tech Special

Bloomberg Tech's Caroline Hyde and Ed Ludlow are live in LA for Bloomberg Screentime 2025, speaking with celebrities, entrepreneurs and leaders across the media, gaming and streaming landscape. NPR CEO Katherine Maher discusses the state of media under the Trump administration, Twitch CEO Dan Clancy and Scopely COO Eunice Lee weigh in on the gaming landscape, while streamer Imane Anys - aka “Pokimane” - dives into the business of streaming and building a following.See omnystudio.com/listener for privacy information.

11 Okt 44min

Musk’s xAI Expands Fundraise to $20 Billion

Musk’s xAI Expands Fundraise to $20 Billion

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the curious financial structure Elon Musk’s AI startup, xAI, is using to expand its ongoing fundraise. Plus, Tesla unveils cheaper versions of its top-selling EV models. And, the UK Minister for AI discusses increased investments between the UK and US on tech innovation.See omnystudio.com/listener for privacy information.

8 Okt 44min

Dell Boosts Forecast Through 2030 Off AI Boom

Dell Boosts Forecast Through 2030 Off AI Boom

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise of Dell’s shares after the company nearly doubled its growth estimates for sales and profit through to fiscal 2030. Plus, CoreWeave CEO Michael Intrator talks about the company’s latest acquisition and weighs in on the wave of compute deals. And, Tesla is expected to announce a new cheaper version of its Model Y.See omnystudio.com/listener for privacy information.

7 Okt 37min

 AMD's Chip Deal With OpenAI Triggers Explosive Rally

AMD's Chip Deal With OpenAI Triggers Explosive Rally

AMD CEO Lisa Su and OpenAI President Greg Brockman join Bloomberg Tech to weigh in on the two companies' deal to roll out AI infrastructure, a pact the chipmaker said could generate tens of billions of dollars in new revenue. Plus, White House AI and Crypto Czar David Sacks defends the Trump administration’s approach to China in the context of the global AI race, and Meta CMO Alex Schultz has a new book on how AI is changing the advertising landscape.See omnystudio.com/listener for privacy information.

7 Okt 45min

Huawei AI Chips Contain Advanced Parts from Rivals

Huawei AI Chips Contain Advanced Parts from Rivals

Bloomberg’s Caroline Hyde and Ed Ludlow discuss findings that Huawei's Ascend AI processors contain advanced components from TSMC, Samsung, and SK Hynix. Plus, Rivian is reworking the manual release on its vehicle doors after employees and customers raised concerns over potential safety issues. And Beijing dangles the promise of investments in the US as it pushes President Trump to reverse national-security restrictions on Chinese deals.See omnystudio.com/listener for privacy information.

3 Okt 42min

OpenAI Becomes World’s Largest Startup

OpenAI Becomes World’s Largest Startup

Bloomberg’s Caroline Hyde and Ed Ludlow discuss OpenAI becoming the largest startup after it closed a deal allowing current and former employees to sell shares at a $500 billion valuation. Plus, Tesla's vehicle sales jumped to a worldwide record in the third quarter as US buyers got in before US tax credits expired. And Microsoft has inked more than $33 billion in commitments to neocloud providers, as it aims to cope with a shortage of AI data center capacity.See omnystudio.com/listener for privacy information.

2 Okt 42min

South Korean Chipmakers to Supply OpenAI’s Stargate

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, Wellington Management Head of Late-Stage Growth, Matt Witheiler, talks about the opportunities in the private markets as tech firms stay private longer. And Google, Amazon and Peloton are out with new AI-powered devices.See omnystudio.com/listener for privacy information.

1 Okt 42min

CoreWeave’s $14 Billion Meta Deal, Spotify’s Ek to Leave CEO Role

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 transition from CEO to chairman. And Anthropic Chief Product Officer Mike Krieger explains why the company is focusing on enterprise clients with its new model that can code for 30 hours straight.See omnystudio.com/listener for privacy information.

30 Sep 38min

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