Tech Earnings Show Heavy AI Spending Continuing
Bloomberg Tech30 Okt 2025

Tech Earnings Show Heavy AI Spending Continuing

Bloomberg’s Caroline Hyde and Ed Ludlow discuss earnings from Alphabet, Microsoft and Meta as Apple and Amazon prepare to report after the bell. Plus, Roblox CEO David Baszucki discusses the platform’s user growth which added to the company’s costs. And President Trump and China's Xi Jinping discussed trade and chips during a meeting in South Korea.

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Episoder(978)

Amazon Debuts New AI Chips and Models at AWS

Amazon Debuts New AI Chips and Models at AWS

Bloomberg's Caroline Hyde and Ed Ludlow break down Amazon's new AI products from its AWS Re:Invent conference. Plus Michael and Susan Dell make a $6.25 billion donation to the future of children in th...

2 Des 202544min

Nvidia Buys $2 Billion of Chip Software Maker Synopsys Stock

Nvidia Buys $2 Billion of Chip Software Maker Synopsys Stock

Bloomberg's Ed Ludlow and Caroline Hyde discuss Nvidia investing $2 billion in chip-design software maker Synopsys as part of a broader engineering and design tie-up, aiming to infuse its AI-computing...

1 Des 202542min

Dell Raises AI Server Sales Outlook While HP Cuts Jobs

Dell Raises AI Server Sales Outlook While HP Cuts Jobs

Bloomberg’s Tim Stenovec discusses Dell's increased outlook for AI server shipments and HP’s plans for job cuts. Plus, Warner Brothers Discovery is asking bidders for sweetened offers as it explores o...

26 Nov 202544min

Nvidia Shares Fall on Reports of Google Competition

Nvidia Shares Fall on Reports of Google Competition

Bloomberg’s Caroline Hyde discusses the fall in Nvidia shares following reports that Meta is in talks to spend billions on Google’s AI chips. Plus, Chinese leader Xi Jinping revived the topic of China...

25 Nov 202544min

Big Tech’s AI Debt Is Raising Investors’ Eyebrows

Big Tech’s AI Debt Is Raising Investors’ Eyebrows

Bloomberg’s Caroline Hyde discusses what stocks are moving as investors eye the growing amount of debt tech companies are taking on to support the AI buildout. Plus, investors pulled $3.5 billion from...

24 Nov 202543min

Special Episode: Here's Why AI Costs Still Worry Investors

Special Episode: Here's Why AI Costs Still Worry Investors

Today we’re sharing something a little different in your feed — an episode from our colleagues at Here’s Why, Bloomberg’s weekly show that answers one big question in under 10 minutes, explaining the ...

22 Nov 202510min

AI, Crypto Anxiety Creates Volatile Week for Markets

AI, Crypto Anxiety Creates Volatile Week for Markets

Bloomberg’s Caroline Hyde discusses the wild ride markets have been on as AI and crypto anxiety hit investors. Plus, OpenAI is teaming up with Foxconn to design AI data center hardware in the US. And ...

21 Nov 202543min

Nvidia’s Forecast Lifts AI Trade

Nvidia’s Forecast Lifts AI Trade

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s earnings, as the AI chip leader delivers an upbeat forecast. Plus, Palo Alto Networks CEO Nikesh Arora discusses the company’s earnings and pla...

20 Nov 202544min

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