Bloomberg Tech

Bloomberg’s Ed Ludlow breaks down what could be Anthropic's biggest acquisitions yet: a $6 billion deal for AI startup Decart to help it squeeze more performance out of its computing infrastructure. Plus, CoreWeave warns investors that shifting from its exclusive use of Nvidia AI chips may cost time and money, and Cerebras' second-quarter earnings send its shares sliding after underwhelming growth.

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Bloomberg’s Ed Ludlow breaks down positive earnings results from CoreWeave and Supermicro, showing the booming AI market continues to bolster their sales. Plus, Silicon Data raises new funding and puts it to work on building independent benchmarks for AI compute. And, investors are betting AI music startup Suno can be the next Spotify despite concerns about theft and AI slop.

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Bloomberg’s Ed Ludlow breaks down Intel's upsized $20 billion share sale, raising a third more than it was targeting when it announced the deal on Monday. Plus, sources tell Bloomberg Apple's glass-centric iPhone overhaul is still on track for 2027, even after an analyst's report said it had been cancelled. And, drone startup Neros raises $250 million in a funding round that triples its valuation.

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Bloomberg’s Ed Ludlow breaks down Alphabet's latest jumbo bond sale, receiving about $115 billion of orders after looking to raise $25 billion, signaling renewed investor appetite for debt tied to the AI boom after a recent selloff. Plus, a rough day for Western Digital (WD) after the storage giant's shares slid after a disappointing outlook. And, Sequoia's leaders Alfred Lin and Pat Grady join to discuss the future of the st...

Western Digital (WD) says the AI infrastructure buildout is creating sustained demand for data storage, even as investors reacted to a softer near-term outlook. CEO Irving Tan joins Bloomberg to explain why hyperscaler demand remains strong and how the company is increasing hard drive capacity. He says long-term supply agreements suggest AI's storage needs will continue to grow well into the next decade. He joins Ed Ludlow on "Bloo...

Uber Technologies Inc. shares slid by the most in six months after the company issued a bookings outlook that just met analyst estimates, compounding concerns from investors about the company’s ability to evolve in the robotaxi era. Total gross bookings — a key metric that includes ride hails, delivery orders and driver and merchant earnings but not tips — will be $58.25 billion to $60.25 billion for the quarter e...

Bloomberg’s Ed Ludlow breaks down SpaceX's first earnings which revealed massive AI spending, an ambitious Starlink expansion and Elon Musk's latest bold prediction: a $100 billion annual revenue run rate by year-end. Plus, Uber CEO Dara Khosrowshahi joins to discuss the company's earnings and its robotaxi ambitions, and Zoox CEO Aicha Evans weighs in on the company's big commercial milestone of starting to charge for rides i...

Hugging Face CEO Clement Delangue discusses OpenAI models' hack on Hugging Face last month and the future of AI regulation. Talking about the hack, Delangue, said that while companies want AI agents to think outside the box, they don't want AI to 'think outside the sandbox' and stay in the closed testing environment. Delangue also discussed government involvement in AI regulation and said that there is a risk that too much governme...

Bloomberg’s Ed Ludlow breaks down Alibaba's latest Qwen model, its biggest ever, claiming performance on par with Anthropic. Plus, AWS CEO Matt Garman joins after Amazon surpassed $3 trillion in market value for the first time, extending gains after a big cloud and AI-driven earnings report last week. And, we dive into the details of the new Apple Upgrade program and iPhone-maker's next era of growth as the company reinvents ...

Bloomberg’s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China's chipmaking add to worries about the sustainability of the AI spending boom. Plus, SpaceX shares erase a fifth of their value since the record-setting debut of Musk's company, as investors start to avoid riskier tech firms. And, Apple briefly becomes just the second company ever to ...

In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages for Korea” after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. “Their semiconductor business is booming. Their industrial business is booming. You know, this i...