Bessent Says Nvidia, AMD Deals Could Be a “Model”
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Treasury Secretary Scott Bessent’s comments that the US deal allowing Nvidia and AMD to sell some AI chips to China could be a “model” for others. Plus, Tencent shares rise on a revenue beat and plans for AI. And CoreWeave CEO Michael Intrator discusses how the company plans to scale to meet AI demand.See omnystudio.com/listener for privacy information.
13 Aug 38min
China Urges Local Firms to Avoid Nvidia H20 Chips
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that China is urging its domestic companies to avoid using Nvidia H20 chips. Plus, Elon Musk accuses Apple of favoring OpenAI above other AI companies in its app store, even threatening possible legal action. And Circle CEO Jeremy Allaire discusses plans for new products as shares of the company soar following its earnings report.See omnystudio.com/listener for privacy information.
12 Aug 47min
Nvidia, AMD AI Deal, Intel CEO to Meet Trump
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s and AMD’s agreement to pay 15% of their revenues from Chinese artificial intelligence chip sales to the US government. Analysts and investors react to the “unprecedented” deal. Plus, Intel CEO Lip-Bu Tan is set to meet with President Donald Trump, after the US leader called his resignation. See omnystudio.com/listener for privacy information.
11 Aug 33min
OpenAI’s COO Lightcap Talks GPT-5 Launch
Bloomberg’s Caroline Hyde speaks with OpenAI COO Brad Lightcap about the company’s latest model, GPT-5, and the battle to retain top talent in the artificial intelligence space. Plus, SoftBank and Meta each make moves to expand their AI data center resources. And the CEOs of Twilio, Chime, and Akamai each discuss their companies’ latest earnings reports.See omnystudio.com/listener for privacy information.
8 Aug 44min
Trump Says Intel CEO ‘Conflicted’ and Should Resign
Bloomberg’s Caroline Hyde discusses President Donald Trump’s call for Intel CEO Lip-Bu Tan to resign. Plus the White House considers 100% tariffs on semiconductors, with a carveout for companies that move production back to the US including Apple. And the CEOs of Lyft, DraftKings and Duolingo all join to discuss their companies’ quarterly earnings.See omnystudio.com/listener for privacy information.
7 Aug 41min
AMD CEO Lisa Su on the Chipmaker's AI Forecast
Bloomberg’s Caroline Hyde and Ed Ludlow speak with AMD CEO Lisa Su about the company’s earnings report and where it sees demand coming from. Plus, OpenAI is said to be selling shares at a $500 billion valuation. And the White House says Apple will announce an additional $100 billion domestic investment.See omnystudio.com/listener for privacy information.
6 Aug 42min
US Considers More Chip Tariffs
Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s comments that more chip tariffs may be coming soon. Plus, booming demand for artificial intelligence led Palantir’s revenue to climb above $1 billion. And AMD is under pressure to show benefits from the AI race as the chipmaker prepares to release earnings after markets close.See omnystudio.com/listener for privacy information.
5 Aug 44min
Joby to Buy Blade's Helicopter Ride-Share Business
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Tesla’s approval of a $30 billion interim stock award for Elon Musk. Plus, Joby CEO JoeBen Bevirt discusses the eVOTL company’s plan to buy the helicopter ride-share business of Blade Air Mobility for $125 million. And Palantir and AMD face mounting pressure as the companies prepare to release their earnings.See omnystudio.com/listener for privacy information.
4 Aug 43min
