Samsung Inks $16.5B Deal with Tesla for AI Chips
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Tesla’s plans to buy AI chips from Samsung in a new deal worth $16.5 billion. Plus, the US and EU reach a trade agreement that will see the European bloc face a 15% tariff on its exports, including cars and chips. And investors prepare for a busy week of tech earnings, as Microsoft, Meta, Apple, and Amazon all get ready to report results.See omnystudio.com/listener for privacy information.
28 Juli 44min
Intel's Results Fail to Convince Investors of Turnaround
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in Intel shares after the company’s earnings failed to convince investors that its turnaround plans are working. Plus, Tesla is reported to be launching its robotaxi service in San Francisco this weekend. And Skydance and Paramount get the go-ahead from the Trump administration to close their merger.See omnystudio.com/listener for privacy information.
25 Juli 44min
White House Adviseors Discuss How the US Will Export AI
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the details and response to the Trump administration’s AI Action Plan. White House Office of Science and Technology Policy Director Michael Kratsios and White House Senior AI Policy Advisor Sriram Krishnan join them. Plus, Tesla warns of “rough quarters ahead,” and Google plans to raise its capital expenditure by $10 billion to meet AI and cloud demand.See omnystudio.com/listener for privacy information.
24 Juli 42min
US AI Action Plan Targets Rapid Data Center Growth
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the newly released U.S. AI Action Plan, which centers on open-source development and aims to expand national data center capacity. Plus, the US National Nuclear Security Administration is among the organizations targeted by hackers exploiting a Microsoft SharePoint flaw. And, Tesla, Alphabet, and IBM are among the companies releasing earnings after markets close.See omnystudio.com/listener for privacy information.
23 Juli 41min
Microsoft Points to Chinese Hackers in SharePoint Breach
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the latest update in the Microsoft SharePoint hacking. Plus, OpenAI and Oracle announce plans to expand US data center capacity. And semiconductor maker NPX fails to impress investors with its third-quarter forecast.See omnystudio.com/listener for privacy information.
22 Juli 32min
Microsoft SharePoint Hack, Musk’s Wild Business Bets
Bloomberg’s Caroline Hyde discusses the hack of Microsoft SharePoint software that could impact tens of thousands of organizations. Plus, investors prepare for more second-quarter tech earnings. And Elon Musk’s wild bets and his feud with President Trump are creating challenges for his business empire.See omnystudio.com/listener for privacy information.
21 Juli 41min
Netflix Shares Fall Despite Earnings Beat
Bloomberg’s Ed Ludlow discusses Netflix earnings as the company’s shares fall. Plus, the CFO of Taiwan Semiconductor Manufacturing discusses the company’s $165 billion US expansion plan. And defense tech startup Hadrian closes a $260 million Series C funding round led by Founders Fund.See omnystudio.com/listener for privacy information.
18 Juli 44min
Uber Plans Robotaxi Partnership with Lucid and Nuro
Bloomberg’s Ed Ludlow discusses the impact of AI demand on shares of Taiwan Semiconductor Company. Plus, the President of self-driving startup Nuro explains the company’s plans for a robotaxi partnership with Uber and Lucid. And investors prepare for Netflix earnings, which no longer include subscriber numbers.See omnystudio.com/listener for privacy information.
17 Juli 44min
