Trump Eyes Chips Act Funds for Intel Stake
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the Trump administration is eyeing CHIPS Act funds in order to take a stake in Intel. Plus, Applied Materials shares plunge due to growing ...
15 Aug 202542min
Apple AI Plan Hinges on Robots, Cisco CEO Talks Tariffs
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s AI push, which relies on robots, a lifelike version of Siri, and home security devices. Plus, Cisco CEO Chuck Robbins talks about AI sales and t...
14 Aug 202542min
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,...
13 Aug 202538min
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 com...
12 Aug 202547min
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 r...
11 Aug 202533min
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 Met...
8 Aug 202544min
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 ...
7 Aug 202541min
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...
6 Aug 202542min
