TSMC Forecast Lifts Peers on Robust AI Demand
Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute,...
15 Jan 43min
US Eases Path for Nvidia to Sell H200s to China
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the US Commerce Department’s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI ...
14 Jan 44min
Meta Shifts to AI Devices From Metaverse
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans to double the output of its Ray-Ban AI-glasses as it pivots away from the metaverse. Plus, Microsoft pledges to pay electricity rates that ...
13 Jan 44min
Apple Picks Gemini to Run AI-Powered Siri
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s decision to use Alphabet’s Gemini to power Siri in a multiyear deal. Plus, Nvidia plans to invest $1 billion over five years in a new lab with E...
12 Jan 43min
Meta to Become the Biggest Nuclear Buyer Among Hyperscalers
Bloomberg’s Ed Ludlow discusses Meta’s latest energy deals for AI data centers that will make it the biggest buyer of nuclear power among its hyperscaler peers. Plus, MiniMax, one of China’s largest g...
9 Jan 43min
Future of Robots on Display at CES
Humanoid robots have been folding laundry, lifting boxes and demonstrating new AI-powered capabilities at CES but their future in homes is likely still far away. Jan Liphardt, founder and CEO of OpenM...
8 Jan 43min
Bloomberg Tech at CES, Day 2
Bloomberg Tech's Caroline Hyde and Ed Ludlow are live from CES in Las Vegas. They sit down with Jim Johnson of Intel's Client Computing Group to discuss the chipmaker's efforts to make its products co...
7 Jan 42min
Bloomberg Tech at CES
Bloomberg Tech's Caroline Hyde and Ed Ludlow are live from CES in Las Vegas. They sit down with AMD CEO Lisa Su after the company announced a new chip for corporate data center use. Plus, Lucid Interi...
6 Jan 47min
