Anthropic to Spend $50 Billion Building US Data Centers
Bloomberg Tech12 Nov 2025

Anthropic to Spend $50 Billion Building US Data Centers

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the continued data center boom, as Anthropic pledges to spend $50 billion building data centers in the US, and Meta announces plans for a $1 billion data center in Wisconsin. Plus, shares of AMD spike after the Nvidia rival projected accelerating growth for its chips. And fitness tracker Whoop eyes an IPO.

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Episoder(977)

All Eyes on Nvidia Ahead of Earnings

All Eyes on Nvidia Ahead of Earnings

Bloomberg’s Caroline Hyde and Ed Ludlow discuss what investors are keeping their eyes peeled for when Nvidia’s earnings come out. Plus, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk speak at the US-...

19 Nov 202548min

Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Bloomberg’s Caroline Hyde breaks down what’s behind Microsoft’s and Nvidia’s commitment to invest up to $15 billion combined in AI startup Anthropic. Plus, Saudi Arabia's Crown Prince visits the White...

18 Nov 202539min

Theil’s Hedge Funds Sells Entire Nvidia Stake

Theil’s Hedge Funds Sells Entire Nvidia Stake

Bloomberg’s Caroline Hyde discusses the move by Peter Thiel’s hedge fund to sell its holdings in Nvidia and its stock impact ahead of earnings. Plus, the crypto market selloff shows no signs of easing...

17 Nov 202543min

AI Funding Frenzy Continues with Cursor, Thinking Machines

AI Funding Frenzy Continues with Cursor, Thinking Machines

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the latest moves in tech stocks as skepticism grows about whether the Federal Reserve will cut interest rates in December. Plus, Thinking Machines, the ...

14 Nov 202542min

Cisco Shares Nears Dot-Com Highs

Cisco Shares Nears Dot-Com Highs

Bloomberg’s Caroline Hyde and Ed Ludlow speak with Cisco CEO Chuck Robbins after the company raised its outlook and showed progress capturing more of the global AI spend. Plus, their conversation with...

13 Nov 202543min

CoreWeave Tumbles on Data Center Delay

CoreWeave Tumbles on Data Center Delay

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in Nvidia shares as SoftBank sells its entire stake in the chipmaker to help bankroll its other AI investments. Plus, CoreWeave CEO Micheal Int...

11 Nov 202541min

Tech Stocks Rally on Hope US Shutdown Nears End

Tech Stocks Rally on Hope US Shutdown Nears End

Bloomberg’s Tim Stenovec discusses the rally in tech stocks as risk-on sentiment rises off of hope the US government shutdown could be coming to an end. Plus, tech and media earnings continue, with Co...

10 Nov 202543min

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