Micron Warns of Heavy Spending Amid Memory Crunch
Bloomberg’s Caroline Hyde discusses Micron earnings as the memory maker plans heavy spending on production to meet demand. Plus, Alibaba says it's aiming to generate $100 billion in cloud and AI reven...
19 Mars 36min
Nvidia Says It’s Getting Orders From China
Bloomberg’s Caroline Hyde discusses Nvidia's outlook as the company says it's now getting orders from China and is ramping up sales of its H200 chips. Plus, the CEO of Nvidia, Jensen Huang, calls Open...
18 Mars 43min
Nvidia Forecasts $1 Trillion in Revenue Through 2027
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia's prediction that it will generate $1 trillion in sales through 2027. Plus, IBM CEO Arvind Krishna talks about the AI and M&A landscape, hot off ...
17 Mars 40min
Meta Expands AI Compute Deal, Nvidia GTC Kicks Off
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise in Meta’s shares following reports that the social media giant is planning big layoffs and news that it has expanded a compute deal with neoclo...
16 Mars 43min
Meta Cable Expansion Stalled by Iran Conflict
Bloomberg’s Ed Ludlow discusses the impact the conflict with Iran is having on AI investments in the Middle East, as Meta pauses part of its major internet-expansion efforts in Africa. Plus, Adobe CEO...
13 Mars 44min
Tech Stocks Under Pressure As Iran War Drags On
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in tech stocks as oil prices spike again, stoking fears the war in Iran will further crimp energy supplies and fuel inflation. Plus, Dell CEO M...
12 Mars 41min
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 ge...
11 Mars 41min
Amazon Looks to Raise At Least $37 Billion with Bond Sale
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s bond sale that is set to be one of the biggest corporate debt offerings ever, as it looks to fund the AI boom. Plus, Google introduces AI agent...
10 Mars 43min
