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Bloomberg Tech

Bloombergwww.bloomberg.com

Listen for news and analysis on global technology companies and investors. 

Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.

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Episodes

Bonus: Netflix co-CEO Ted Sarandos Says Warner Deal to Put More Films in Cinemas

Ted Sarandos, co-chief executive officer of Netflix, said his company’s acquisition of Warner Bros. Discovery will lead to more films in theaters, addressing a key complaint from Hollywood in the high-stakes battle for one of the industry’s iconic studios. A merger of Netflix and Warner Bros. is “better for theaters” because Netflix will be able to take its films and put them in cinemas using the distribution network that Warner Bros. has built. He speaks about this and more in a special convers...

Feb 19, 202616 min

OpenAI Nears Deal for $100B in Funding

Bloomberg’s Ed Ludlow discusses OpenAI nearing the first phase of a new funding round that could bring in more than $100 billion. Plus, Mark Zuckerberg testified in a landmark social media trial, telling a jury it is "very difficult" to enforce Instagram's age limits. And the DOJ is taking a closer look at how theater chains could be impacted by a sale of Warner Bros. Discovery. See omnystudio.com/listener for privacy information.

Feb 19, 202643 min

Meta to Deploy “Millions” of Nvidia Processors

Bloomberg’s Ed Ludlow discusses Meta’s pact with Nvidia to deploy “millions” of the AI chip giant’s processors over the next few years. Plus, Meta CEO Mark Zuckerberg is set to take the stand in a landmark social media addiction trial in Los Angeles. And Autodesk CEO Andrew Anagnost explains why his company made a $200 million strategic investment in AI research firm World Labs, its largest startup investment to date. See omnystudio.com/listener for privacy information....

Feb 18, 202643 min

Warner Bros. Discovery Reopens Paramount Talks; Invesco's Brian Levitt

Bloomberg’s Ed Ludlow discusses Warner Bros. Discovery’s decision to reopen negotiations with Paramount Skydance following its sweetened offer. Plus, renewed anxiety over the outlook for AI weighs on stocks. And, Thrive Capital raises more than $10 billion in its largest fund ever, giving the firm an expanded war chest to invest in AI. See omnystudio.com/listener for privacy information.

Feb 18, 202644 min

US Pulls List of Tech Firms Linked to China’s Military

Bloomberg’s Caroline Hyde and Ed Ludlow discuss earnings from Rivian, Coinbase, Instacart, and Airbnb. Plus, the US Defense Department added Alibaba, Baidu and others to a list of firms it says are connected to the Chinese military and then pulled the list from its website. And Anthropic raises $30 billion in funding, doubling its valuation to $380 billion. See omnystudio.com/listener for privacy information.

Feb 13, 202644 min

Memory Prices Hit Cisco, Apple Faces Siri Snags

Bloomberg’s Caroline Hyde and Ed Ludlow discuss memory chip prices taking a toll on Cisco's stock even as AI demand surges. Plus, Apple's revamp of its Siri voice assistant hits new snags that could delay the release of some features. And Altruist CEO Jason Wenk discusses the startup's AI tax-planning tool that sent wealth management stocks tumbling, hours after its launch. See omnystudio.com/listener for privacy information.

Feb 12, 202644 min

Software Selloff Continues as AI-Impact Worries Grow

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Wall Street’s selloff of stocks that investors think are on the wrong side of the AI revolution. Plus, Twilio founder Jeff Lawson discusses his new nuclear fusion startup Inertia, which raised a $450 million Series A. And Lyft CEO David Risher discusses earnings after the rideshare firm issued a forecast that disappointed investors See omnystudio.com/listener for privacy information.

Feb 11, 202644 min

Spotify User Growth, Paramount’s Enhanced Offer

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Spotify’s record user growth driven by its ‘Wrapped’ campaign. Plus, Paramount enhances its bid for Warner Bros. Discovery, offering billions to cover termination, debt refinancing and ticking fees. And Runway CEO Cristobal Valenzuela discusses the company’s new funding round that values the company at $5.3 billion. See omnystudio.com/listener for privacy information.

Feb 10, 202644 min

Alphabet’s Mega Bond Plans Includes 100-Year Offering

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Alphabet’s debt plans, as sources tell Bloomberg the Google parent is looking at $15 billion in US high-grade debt and a rare 100-year sterling-denominated note. Plus, Bitcoin slips back below $70,000 after a roller-coaster ride at the end of last week. And Apple is set to debut a slew of new products in the coming weeks, including a new iPhone 17e and updated iPads and Macs. See omnystudio.com/listener for privacy information....

Feb 09, 202644 min

Amazon's Big Spending Plans and Bitcoin's Rebound

Bloomberg's Caroline Hyde and Ed Ludlow take a look at shares of Amazon dropping after announcing plans to spend $200 billion this year on data centers, chips, and other equipment. Plus, Bitcoin rebounded after plummeting on Thursday and nearing the $60,000 level, and the CEOs of Roblox, Affirm, and Warner Music Group break down their companies' earnings. See omnystudio.com/listener for privacy information.

Feb 06, 202644 min

Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer’s outlook and growth in its data center business. And Qualcomm CEO Cristiano Amon talks about the potential impact from component shortages on its revenue for the period. See omnystudio.com/listener for privacy information.

Feb 05, 202644 min

AMD Forecast Fails to Impress Investors

Bloomberg’s Caroline Hyde and Ed Ludlow discuss AMD’s sales forecast that underwhelmed investors and sent the chipmaker's shares falling. Plus, the selloff continues across tech markets as fears of AI disruption take hold following the release of Anthropic's new automation tool. And, Bloomberg reports Nvidia is nearing a deal to invest $20 billion in OpenAI, with the AI company looking to raise up to $100 billion for a new funding round. See omnystudio.com/listener for privacy information....

Feb 04, 202641 min

Disney Taps Parks Chief to be CEO, Palantir Gives Strong Sales Outlook

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Palantir’s revenue forecast that beat Wall Street expectations, sending its shares up. Plus, Disney Chairman James Gorman discusses the company’s decision to appoint its parks chief Josh D'Amaro as the next CEO. And Elon Musk confirms plans to combine SpaceX and xAI in a deal valuing the merged entity at $1.25 trillion. See omnystudio.com/listener for privacy information.

Feb 03, 202644 min

Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

Bloomberg’s Caroline Hyde discusses Disney's earnings lifted by record results in its parks division. Plus, Oracle kicks off a massive bond sale as the software giant looks to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity. And sources say Elon Musk is in advanced talks to combine SpaceX with xAI. See omnystudio.com/listener for privacy information....

Feb 02, 202643 min

Musk Empire Merger Possibility, Memory Costs Weigh on Apple

Bloomberg’s Caroline Hyde and Ed Ludlow discuss how President Trump’s selection of Kevin Warsh to be the next chair of the Federal Reserve, is affecting tech markets. Plus, Apple reports record sales but the rising cost of memory worries investors. And SpaceX is said to be considering a merger with Tesla or xAI. See omnystudio.com/listener for privacy information.

Jan 30, 202644 min

AI Spending Delivers Mixed Results to Stocks

Bloomberg’s Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set to release results after the bell with investors focused on holiday sales and memory costs. And, Amazon reported hundreds of thousands of pieces of content it believed included child sexual abuse material, which it found in data gathered to improve its AI models. See omnystudio.com/listener for privacy information....

Jan 29, 202644 min

Amazon Cutting 16,000 Jobs, ASML Reports Record Bookings

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s plans to cut nearly 5% of its corporate workforce. Plus, ASML posts record fourth-quarter orders as AI drives demand for its most sophisticated chipmaking equipment. And sources tell Bloomberg that SoftBank is in talks to invest as much as $30 billion more in OpenAI. See omnystudio.com/listener for privacy information.

Jan 28, 202643 min

Tech Stocks Lead Charge Toward Record

Bloomberg’s Caroline Hyde and Ed Ludlow discuss stocks closing in on record highs driven by tech shares with earnings imminent. Plus, Bridgit Mendler, CEO and co-founder of Northwood, discusses the company’s $100 million Series B to modernize space infrastructure on Earth. And Amazon is shuttering its physical stores, doubling down on deliveries. See omnystudio.com/listener for privacy information.

Jan 27, 202644 min

Nvidia Puts Another $2B Into CoreWeave, Offers New Chips

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s additional $2 billion investment in CoreWeave, to accelerate the buildout of AI factories. Plus, IonQ CEO Niccolo de Masi discusses the quantum company’s continued acquisition spree, as it buys chipmaker SkyWater Technology in a cash-and-stock deal worth $1.8 billion. And investors gear up for big tech earnings with Meta, Apple and Tesla all set to report this week. See omnystudio.com/listener for privacy information....

Jan 26, 202644 min

Intel Falls as Manufacturing Snags Bedevil Comeback

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s manufacturing struggles as the company’s shares fall post-earnings. Plus, China's largest tech firms get an initial green light from Beijing to start preparing orders for Nvidia's H200 AI chips. And, TikTok and its Chinese parent ByteDance have closed a long-awaited deal to transfer parts of their US operations to a group of American investors led by Oracle. See omnystudio.com/listener for privacy information....

Jan 23, 202643 min

Altman Meets with Mideast Investors as OpenAI Eyes $830 Valuation

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Elon Musk’s comments on AI costs and the future of robots at the World Economic Forum in Davos. Plus, OpenAI CEO Sam Altman is lining up funding from Middle East investors that could total $50 billion and a whopping $830 billion valuation. And Blue Origin successfully launches its latest crewed mission, marking more than 90 passengers that the Jeff Bezos company has sent above the Karman line. See omnystudio.com/listener for privacy information....

Jan 22, 20261 hr 14 min

Trump Rattles Europe Defense Tech Stocks

Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s call for "immediate negotiations” on Greenland during his speech at the World Economic Forum in Davos, Switzerland. Plus Netflix shares slid as spending on programming mounts. And Zipline's CEO Keller Cliffton discusses the drone delivery startup's new $7.6 billion valuation and expansion plans. See omnystudio.com/listener for privacy information.

Jan 21, 202642 min

Netflix’s Amended Offer Puts Pressure on Paramount

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Netflix’s amended, all-cash offer to buy Warner Bros. Discovery's studio and streaming business. Plus, Google DeepMind CEO, Demis Hassabis, says Chinese AI firms are six months behind US frontier models, as tech leaders sit down with Bloomberg from Davos. And funding continues to pour into defense tech startups. See omnystudio.com/listener for privacy information.

Jan 20, 202646 min

Trump Wants Big Tech to Pay for Power

Bloomberg’s Ed Ludlow discusses the plan laid out by the Trump administration and several states to have tech companies pay for surging energy prices following the rise of AI data centers. Plus, AI coding startup Replit nears a $9 billion valuation in a new funding round. And the Chairman of the Federal Trade Commission, Andrew Ferguson discusses acquihires, consumer protection and AI regulation. See omnystudio.com/listener for privacy information....

Jan 16, 202647 min

TSMC Forecast Lifts Peers on Robust AI Demand

Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute, and hunts for hardware partners across data centers and consumer devices. And New York City Mayor Zohran Mamdani sues a delivery tech company, accusing it of breaking local worker-protection laws. See omnystudio.com/listener for privacy information....

Jan 15, 202644 min

US Eases Path for Nvidia to Sell H200s to China

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the US Commerce Department’s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI CEO Deepak Pathak discusses how the company’s robot “brain” works across form factors. And, Netflix is working to revise its bid for Warner Bros. Discovery, shifting to an all-cash offer. See omnystudio.com/listener for privacy information.

Jan 14, 202644 min

Meta Shifts to AI Devices From Metaverse

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans to double the output of its Ray-Ban AI-glasses as it pivots away from the metaverse. Plus, Microsoft pledges to pay electricity rates that will cover costs for its data centers, seeking to quell consumer anxiety over power prices. And, Klarna CEO Sebastian Siemiatkowski weighs in on President Trump’s call for a one-year 10% interest rate cap on credit cards. See omnystudio.com/listener for privacy information....

Jan 13, 202644 min

Apple Picks Gemini to Run AI-Powered Siri

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s decision to use Alphabet’s Gemini to power Siri in a multiyear deal. Plus, Nvidia plans to invest $1 billion over five years in a new lab with Eli Lilly & Co. to speed up the use of AI in the pharmaceutical industry. And, Paramount sues Warner Bros. Discovery and plans to nominate directors to the board, stepping up hostilities in its takeover efforts. See omnystudio.com/listener for privacy information....

Jan 12, 202643 min

Meta to Become the Biggest Nuclear Buyer Among Hyperscalers

Bloomberg’s Ed Ludlow discusses Meta’s latest energy deals for AI data centers that will make it the biggest buyer of nuclear power among its hyperscaler peers. Plus, MiniMax, one of China’s largest generative AI startups, goes public in Hong Kong. And, Snowflake CEO Sridhar Ramaswamy talks about the company’s plan to buy AI-powered observability platform Observe. See omnystudio.com/listener for privacy information.

Jan 09, 202644 min
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