South Korean Chipmakers to Supply OpenAI’s Stargate
Bloomberg’s Caroline Hyde and Ed Ludlow unpack the news that Samsung and SK Hynix have reached early-stage agreements to supply chips and other gear to OpenAI’s Stargate data center project. Plus, Wellington Management Head of Late-Stage Growth, Matt Witheiler, talks about the opportunities in the private markets as tech firms stay private longer. And Google, Amazon and Peloton are out with new AI-powered devices.See omnystudio.com/listener for privacy information.
1 Okt 42min
CoreWeave’s $14 Billion Meta Deal, Spotify’s Ek to Leave CEO Role
Bloomberg’s Caroline Hyde and Ed Ludlow discuss CoreWeave’s deal to supply Meta with up to $14.2 billion worth of computing power. Plus, Spotify shares sink on news that founder Daniel Ek will transition from CEO to chairman. And Anthropic Chief Product Officer Mike Krieger explains why the company is focusing on enterprise clients with its new model that can code for 30 hours straight.See omnystudio.com/listener for privacy information.
30 Sep 38min
EA Agrees to Largest Leveraged Buyout in History
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Electronic Arts’ agreement to be sold in a record-breaking leveraged buyout. Plus, Huawei plans to ramp up production of its most advanced AI chips in a bid to take market share from Nvidia. And Peloton is preparing to launch new AI software in its latest bid to revive the struggling fitness firm.See omnystudio.com/listener for privacy information.
29 Sep 44min
Trump Advances Plans for TikTok US Deal
Bloomberg’s Caroline Hyde and Ed Ludlow break down plans for investors to buy TikTok's US operations at a potential valuation of $14 billion. Plus, they discuss the possibility of an AI bubble, after hedge fund manager David Einhorn warned that spending on AI infrastructure may destroy vast amounts of capital. And Qualcomm's CEO shares his views on the changing chip landscape in the wake of Nvidia's Intel deal.See omnystudio.com/listener for privacy information.
26 Sep 43min
Intel Approaches Apple About Investment
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that Intel approached Apple about a possible investment and are working together more closely. Plus, HSBC says it has achieved a world-first in deploying quantum computing in financial markets, using IBM's Heron quantum processor. And Disney is gearing up for a legal fight with President Donald Trump over the reinstatement of Jimmy Kimmel's late-night show.See omnystudio.com/listener for privacy information.
25 Sep 45min
Alibaba to Ramp Up AI Spend, Kimmel Returns to Late Night
Bloomberg’s Caroline Hyde and Ed Ludlow look at Alibaba’s plans to ramp up AI spending past $50 billion, which sent its shares to a four-year high. Plus, OpenAI expands its Stargate data center plan with five new sites in the US. And late-night host Jimmy Kimmel is back on air with a conciliatory tone about his controversial comments and jokes about President Trump.See omnystudio.com/listener for privacy information.
24 Sep 42min
Nvidia, OpenAI Make $100 Billion Data Center Deal
Bloomberg’s Caroline Hyde unpacks Nvidia's $100 billion investment in OpenAI for data centers, while a report from Bain raises concerns on the future of the AI industry. Plus Snowflake CEO Sridhar Ramaswamy discusses the company’s new initiative for a unified data standard. And the prospect of a TikTok deal lingers as US President Trump chastises China’s Russia relationship during his address to the UN general assembly.See omnystudio.com/listener for privacy information.
23 Sep 36min
Oracle to Recreate TikTok’s Algorithm in the US
Bloomberg’s Caroline Hyde and Ed Ludlow discuss plans for Oracle to recreate and manage a copy of TikTok’s algorithm for US users. Plus, CEO changes abound, with Oracle promoting Clay Magouyrk and Mike Sicilia to co-CEOs, and T-Mobile elevating chief operating officer Srini Gopalan to the top role replacing Mike Sievert.See omnystudio.com/listener for privacy information.
22 Sep 42min
