Bloomberg’s Ed Ludlow breaks down Nvidia's $3.5 billion investment in MediaTek, deepening its collaboration with the Taiwanese chipmaker. Plus, today is Tim Cook's last day as CEO of Apple before John Ternus takes the reins tomorrow, and all eyes are on Anthropic as it prepares to file publicly in the coming weeks.
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Nvidia is investing $3.5 billion in MediaTek, deepening collaboration with the Taiwanese chipmaker at a time when it’s working to persuade more companies to build chips that plug into its dominant data center ecosystem.
Nvidia CEO Jensen Huang and MediaTek CEO Rick Tsai join Bloomberg Tech's Ed Ludlow to discuss the deal.
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Bloomberg’s Tim Stenovec zeroes in on Jackson Hole after Fed Chairman Kevin Warsh delivered his first address at the Symposium. Plus, a US judge rules that the Trump administration must lift its ban on Anthropic's AI tech for federal agencies. And, a consortium of Advent and Stripe decided to abandon its pursuit of PayPal - a deal that would have ranked as one of the biggest-ever leveraged buyouts.
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Bloomberg’s Ed Ludlow breaks down Nvidia's prediction of a 70% revenue growth next fiscal year, far exceeding analyst estimates. Plus, Salesforce shares jump after giving an outlook for strong revenue expansion, and deepening its ties with Anthropic. And Hugging Face comes out with its newest robot: a duck that can walk, talk, and roller-skate.
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Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings report on Wednesday, as the stock is on track to snap its seven-session losing streak. Plus, Apple announces new Mac mini and Mac Studio desktop computers with major processor upgrades, and OpenAI says its new Jalapeno chips performed better than Nvidia's current lineup.
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Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings this week, this as Bloomberg reports Nvidia customers have been notified about price hikes. Plus, SoftBank plans a record $6.3 billion retail bond sale to raise funds for its investment commitments to OpenAI, and Alibaba raises $10.2 billion to take the lead in the global AI race in what was Hong Kong's biggest follow-on offering.
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Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power, and all eyes are on Nvidia as the chipmaker reports earnings next week.
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Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba's profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft's largest AI customers, and at defense tech startup Castelion's plans to boost production of its hypersonic missile systems.
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Bloomberg’s Ed Ludlow takes a look at the expanded partnership between Marvell and Google for chip development, with Marvell giving the search giant the right to buy as much as $12.2 billion in stock. Plus, SK Hynix plans to buy back $29 billion of shares and return more profits to investors to stabilize its stock after falling more than 50% in two months. And, startup Fuse raises $100 million to bring commercial nuclear fusion energy to the US and its allies.
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Bloomberg’s Ed Ludlow breaks down Anthropic’s annualized revenue topping $65 billion as the AI startup moves closer to a potential IPO. Plus, OpenAI launches ChatGPT for Teens, aimed at giving 13- to 17-year-olds a safer way to use the chatbot for learning. And, after advanced AI models escaped controlled safety tests and accessed real-world systems, we speak with the CEO of the startup hired to stress-test them.
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Bloomberg’s Ed Ludlow breaks down Anthropic's second-quarter revenue jump to more than $11.5 Billion, 14 times more compared to the same period a year ago. Plus, some family offices from around the world have built up billions of dollars of exposure to SpaceX; and Bedrock Robotics launched the first fully autonomous excavator in the US.
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Bloomberg’s Tim Stenovec takes a look at OpenAI, which is on track to generate annualized revenue of more than $40 billion, roughly doubling its run rate from the end of 2025. Plus, how a New York City bill backed by Mayor Zohran Mamdani could force Amazon to directly employ its delivery workers, and Meta's former chief AI scientist joins a new venture firm to invest in early AI startups.
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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 Intel's decision to tap the market for $15 billion in fresh capital, betting renewed AI enthusiasm can help fund its push into chips and physical AI. Plus, Apple gets a rare downgrade from Jefferies on concerns about its iPhone roadmap, and Microsoft explains how AI agents are already transforming the way software gets built.
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Lyft CEO David Risher discusses the company's growth compared to Waymo, its plans to expand internationally and where Lyft is focused internally. He speaks with Ed Ludlow on "Bloomberg Tech."
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Bloomberg’s Ed Ludlow breaks down the latest jobs data, as US employers unexpectedly cut jobs in July and questions grow over AI’s role in the labor market. Plus, the CEOs of Twilio, Lyft and DraftKings join to discuss their latest earnings, and OpenAI’s first consumer device is taking shape - an AI smart speaker designed to look like a doughnut.
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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 storied venture capital firm.
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