Meta Expands AI Compute Deal, Nvidia GTC Kicks Off
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise in Meta’s shares following reports that the social media giant is planning big layoffs and news that it has expanded a compute deal with neoclo...
16 Mar 43min
Meta Cable Expansion Stalled by Iran Conflict
Bloomberg’s Ed Ludlow discusses the impact the conflict with Iran is having on AI investments in the Middle East, as Meta pauses part of its major internet-expansion efforts in Africa. Plus, Adobe CEO...
13 Mar 44min
Tech Stocks Under Pressure As Iran War Drags On
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in tech stocks as oil prices spike again, stoking fears the war in Iran will further crimp energy supplies and fuel inflation. Plus, Dell CEO M...
12 Mar 41min
Meta to Deploy Homegrown Chips, Uber to Offer Zoox Rides
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Oracle’s strong third quarter sales and full year outlook as demand for AI computing shows no sign of letting up. Plus, Meta plans to deploy four new ge...
11 Mar 41min
Amazon Looks to Raise At Least $37 Billion with Bond Sale
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s bond sale that is set to be one of the biggest corporate debt offerings ever, as it looks to fund the AI boom. Plus, Google introduces AI agent...
10 Mar 43min
Oracle, OpenAI End Plans to Expand Flagship Data Center
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of the ongoing conflict in the Middle East. Plus, Oracle and OpenAI scrap plans to expand a flagship data center project in Texas. And Anthro...
9 Mar 43min
US Considers Permits for Global Nvidia, AMD AI Chip Sales
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the US Commerce Department has drafted regulations restricting AI chip shipments to anywhere in the world without American approval. Plus, ...
6 Mar 43min
Broadcom Expects AI Chips Sales to Top $100 Billion in 2027
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Broadcom’s results as the CEO predicts AI chip sales will top $100 billion next year. Plus, Anthropic has restarted talks with the Pentagon following th...
5 Mar 43min
