Meta to Deploy Homegrown Chips, Uber to Offer Zoox Rides

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 generations of its in-house AI chips by the end of 2027 to help power its rapidly expanding AI workloads. And the CEOs of Uber and Zoox discuss their new partnership that will allow Uber customers to get robotaxis from Amazon's Zoox in Las Vegas, starting this summer.

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Avsnitt(1107)

Instant Reaction: Apple Slides After Supply Shortages Hurt Its Sales Forecast

Instant Reaction: Apple Slides After Supply Shortages Hurt Its Sales Forecast

Apple tumbled in late trading after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated. Revenue will ...

30 Juli 10min

Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter

Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter

Amazon.com reported cloud-computing revenue that beat analyst estimates, with booming demand for artificial intelligence services accelerating sales for the fifth straight quarter. Revenue jumped 37% ...

30 Juli 18min

AI Winners and Losers Emerge

AI Winners and Losers Emerge

Bloomberg’s Ed Ludlow breaks down big tech's earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg's AI pitch falls flat on high spending. Plus, Q...

30 Juli 45min

Markets Brace for Microsoft and Meta Earnings

Markets Brace for Microsoft and Meta Earnings

Bloomberg’s Ed Ludlow breaks down why SK Hynix's Korean shares slumped even after reporting a six-fold jump in profit and raised capital spending to a record $31 billion. Plus, SoFi CEO Anthony Noto j...

29 Juli 44min

AI Trade Stumbles as Chip Stocks Slide

AI Trade Stumbles as Chip Stocks Slide

Bloomberg’s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China's chipmaking add to worries about the sustainability of...

28 Juli 44min

AI Industry’s Circular Financing Deals, Apple Smart Glasses

AI Industry’s Circular Financing Deals, Apple Smart Glasses

Bloomberg’s Ed Ludlow speaks with Nvidia CEO Jensen Huang amid renewed concerns about the AI industry’s circular financing deals. Plus, Apple aims to take on Meta in the smart glasses department. And,...

27 Juli 44min

Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea

Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea

In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages fo...

25 Juli 14min

Open-Weight AI Debate Takes Center Stage

Open-Weight AI Debate Takes Center Stage

Bloomberg’s Ed Ludlow breaks down an open letter signed by Big Tech's biggest names, making the case for open-weight AI. The tech CEOs argue that open-weight models are key to innovation, competition,...

24 Juli 43min

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