Meta Turns to Nuclear Power to Run AI
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans to buy nuclear power from Constellation Energy. Plus xAI is selling $5 billion in debt, the latest in a series of fundraising efforts across Elon Musk’s business empire. And former Tesla executive Drew Baglino talks about his new startup Heron Power, aiming to upend the transformer industry.See omnystudio.com/listener for privacy information.
3 Juni 42min
Tesla Under Pressure, Big Tech Bolsters S&P 500
Bloomberg’s Caroline Hyde discusses the latest trade tensions between the US and China and the impact they are having on tech. Plus, Tesla is under pressure as sales fall aggressively in France, and Elon Musk pivots his focus back to the company. And, Big Tech is driving S&P 500 growth again.See omnystudio.com/listener for privacy information.
2 Juni 42min
AWS CEO Matt Garman Lays Out Amazon’s AI Plans
Bloomberg’s Ed Ludlow speaks with Amazon Web Services CEO Matt Garman about the company’s AI growth and its partners. Plus, sales of Apple’s iPhone are set to take a big hit from tariffs. And President Trump accuses China of violating an agreement with the U.S. to ease tariffs.See omnystudio.com/listener for privacy information.
30 Maj 46min
Nvidia Shrugs Off China Concerns With Upbeat Forecast
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia surpassing Microsoft as the most valuable company, after investors shrugged off concerns about China-related curbs. Plus, Informatica’s CEO explains what is driving Salesforce's $8 billion acquisition of the company. And Tesla targets June 12 to launch its robotaxi service in Austin, as Elon Musk steps back from his government role.See omnystudio.com/listener for privacy information.
29 Maj 42min
Nvidia CEO Jensen Huang Eases China Concerns, Touts AI Growth
Bloomberg’s Ed Ludlow is joined by Nvidia CEO Jensen Huang to discuss the chipmaker's first-quarter earnings and the company’s $8 billion hit from China. Plus Ayako Yoshioka, from Wealth Enhancement Group says earnings show Nvidia understands the outlook for AI growth. And D.A. Davidson Managing Director Gil Luria also explains what he wants to hear from Nvidia next as it competes with Chinese rivals.See omnystudio.com/listener for privacy information.
29 Maj 33min
Preparing for Nvidia Earnings, SpaceX Faces Another Setback
Bloomberg’s Caroline Hyde and Ed Ludlow discuss what investors are expecting from Nvidia’s earnings, which are set to be released after markets close on Wednesday. Plus, SpaceX’s Starship test flight ends in a fiery setback for the Elon Musk-led company. And, Okta CEO Todd McKinnon says his company offers better value than “legacy” tech competitors.See omnystudio.com/listener for privacy information.
28 Maj 42min
Salesforce to Buy Informatica for $8 Billion, Apple’s Tariff Headwinds
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Salesforce's plan to acquire Informatica for $8 billion after an earlier attempt fell through. Plus, they look at how Apple is coping with the threat of a 25% tariff if it doesn't move iPhone production to the U.S. And Elon Musk is set to address SpaceX workers about plans to reach MarsSee omnystudio.com/listener for privacy information.
27 Maj 43min
Trump Threatens 25% Tariffs on Apple
Bloomberg’s Caroline Hyde discusses President Trump's threat to place a 25% tariff on Apple if it doesn't move iPhone production to the U.S. Plus, Andrew Ng, co-founder of Coursera and AI investor, discusses the skills shortage in advanced manufacturing that makes building iPhones and other tech in the US difficult. And the IPO market begins to heat up, spurring hope for tech startups and their investors.See omnystudio.com/listener for privacy information.
23 Maj 22min
