Special Episode: Here's Why AI Costs Still Worry Investors
Bloomberg Tech22 Nov 2025

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 ideas shaping our world.

This episode looks at a story right at the heart of the tech world: the massive investments in AI data centers, and the hidden costs that come with them.

If you’d like to hear more episodes like this one, you can follow Here’s Why wherever you get your podcasts:

See omnystudio.com/listener for privacy information.

Episoder(974)

Musk Empire Merger Possibility, Memory Costs Weigh on Apple

Musk Empire Merger Possibility, Memory Costs Weigh on Apple

Bloomberg’s Caroline Hyde and Ed Ludlow discuss how President Trump’s selection of Kevin Warsh to be the next chair of the Federal Reserve, is affecting tech markets. Plus, Apple reports record sales ...

30 Jan 43min

AI Spending Delivers Mixed Results to Stocks

AI Spending Delivers Mixed Results to Stocks

Bloomberg’s Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set to release results after the be...

29 Jan 43min

Amazon Cutting 16,000 Jobs, ASML Reports Record Bookings

Amazon Cutting 16,000 Jobs, ASML Reports Record Bookings

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s plans to cut nearly 5% of its corporate workforce. Plus, ASML posts record fourth-quarter orders as AI drives demand for its most sophisticated...

28 Jan 42min

Tech Stocks Lead Charge Toward Record

Tech Stocks Lead Charge Toward Record

Bloomberg’s Caroline Hyde and Ed Ludlow discuss stocks closing in on record highs driven by tech shares with earnings imminent. Plus, Bridgit Mendler, CEO and co-founder of Northwood, discusses the co...

27 Jan 43min

Nvidia Puts Another $2B Into CoreWeave, Offers New Chips

Nvidia Puts Another $2B Into CoreWeave, Offers New Chips

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s additional $2 billion investment in CoreWeave, to accelerate the buildout of AI factories. Plus, IonQ CEO Niccolo de Masi discusses the quantum...

26 Jan 43min

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

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