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.
44 min
Bloomberg’s Ed Ludlow breaks down the news of Jensen Huang ousted from his post as Nvidia CEO after reports of two affairs, including one with a woman US officials reportedly suspected of spying for China. Now investors are confronting a question that barely existed days ago: what is Nvidia without Jensen Huang? See omnystudio.com/listener for privacy information.
12 min
Nvidia Chief Executive Officer Jensen Huang, the preeminent face of the AI infrastructure boom, was ousted from his post after reports of two affairs, including with one woman who is suspected of spying for China. Chief Financial Officer Colette Kress was named interim CEO. The board, which has never had a chair before, appointed Harvey Jones, 73, to the role. Jones, who has been on the board for years, formerly led Synopsys Inc., a company that Nvidia last year took a $2 billion stake in. For instant reaction and analysis, Bloomberg Surveillance co-hosts Tom Keene and Paul Sweeney speak with Mandeep Singh, Bloomberg Intelligence global head of technology research and Anurag Rana, Bloomberg Intelligence senior analyst. See omnystudio.com/listener for privacy information.
43 min
Bloomberg’s Riley Griffin takes a look at Anthropic's potentially record-breaking IPO, with sources saying it's already multiple times oversubscribed. Plus, CoreWeave reassures Wall Street with third-quarter sales topping analyst estimates and easing fears about the debt tied to its rapid AI buildout; and Congressman Raja Krishnamoorthi discusses how the Nvidia scandal is felt across Washington and beyond. See omnystudio.com/listener for privacy information.
The newest 50 of 1,195 episodes
44 min
Bloomberg’s Ed Ludlow breaks down the news of Jensen Huang ousted from his post as Nvidia CEO after reports of two affairs, including one with a woman US officials reportedly suspected of spying for China. Now investors are confronting a question that barely existed days ago: what is Nvidia without Jensen Huang? See omnystudio.com/listener for privacy information.
12 min
Nvidia Chief Executive Officer Jensen Huang, the preeminent face of the AI infrastructure boom, was ousted from his post after reports of two affairs, including with one woman who is suspected of spying for China. Chief Financial Officer Colette Kress was named interim CEO. The board, which has never had a chair before, appointed Harvey Jones, 73, to the role. Jones, who has been on the board for years, formerly led Synopsys Inc., a company that Nvidia last year took a $2 billion stake in. For instant reaction and analysis, Bloomberg Surveillance co-hosts Tom Keene and Paul Sweeney speak with Mandeep Singh, Bloomberg Intelligence global head of technology research and Anurag Rana, Bloomberg Intelligence senior analyst. See omnystudio.com/listener for privacy information.
43 min
Bloomberg’s Riley Griffin takes a look at Anthropic's potentially record-breaking IPO, with sources saying it's already multiple times oversubscribed. Plus, CoreWeave reassures Wall Street with third-quarter sales topping analyst estimates and easing fears about the debt tied to its rapid AI buildout; and Congressman Raja Krishnamoorthi discusses how the Nvidia scandal is felt across Washington and beyond. See omnystudio.com/listener for privacy information.
41 min
Bloomberg’s Riley Griffin breaks down Anthropic's big goal of seeking a $1.4 trillion valuation in an IPO that could raise more money than SpaceX's blockbuster debut. Plus, Nvidia shares are down for a second straight day following the scandal surrounding CEO Jensen Huang having an affair with an alleged Chinese spy; and SoftBank reports a $7 billion net loss in the second quarter, its first loss in nearly two years. See omnystudio.com/listener for privacy information.
43 min
Bloomberg’s Carol Massar goes all in on Nvidia's investigation into CEO Jensen Huang after his affair with an alleged Chinese spy, and how the scandal is becoming a Washington national security issue putting the US-China battle over AI chips back in the spotlight. Plus, Menlo Ventures is out with a new report on the state of enterprise AI. See omnystudio.com/listener for privacy information.
55 min
Apple is finally bringing some of Siri's most ambitious AI capabilities to the iPhone. In this episode of Power On, Bloomberg's Mark Gurman and Vlad Savov break down the major changes coming with iOS 27.3, including Siri's new ability to control apps, carry out complex tasks and coordinate actions across multiple applications. They discuss how these improvements compare with AI agents from OpenAI and Meta, and why Apple still has a long way to go. Plus, Mark and Vlad analyze John Ternus's first earnings call as Apple's CEO, the company's strong iPhone sales, concerns about slowing growth and profit margins, and why more price increases could be coming. They also examine Apple's AI rollout in China and the privacy implications of new always-listening Apple Watch features.Have a question for Mark? Email us at poweron@bloomberg.net or join the Power On Discord See omnystudio.com/listener for privacy information.
44 min
Bloomberg’s Tim Stenovec takes a look at what's driving a rebound in tech stocks as dip buyers step in to support the battered AI trade. Plus, Anthropic's IPO plans get impacted by the post-election selloff, prompting prospective investors to rethink the company's expected valuation; and the CEOs of Lyft and DraftKings join to break down their earnings results. See omnystudio.com/listener for privacy information.
44 min
Bloomberg’s Tim Stenovec takes a look at the tech market meltdown as concerns that the incoming Democratic majority in congress could slow the US data center buildout. Post-midterm jitters also knocked Elon Musk's companies, with Tesla and SpaceX tumbling for a second day. Plus, Agility Robotics hits the public markets and CEO Peggy Johnson discusses what drove the move. See omnystudio.com/listener for privacy information.
44 min
Bloomberg’s Carol Massar takes a look at what a blue wave means for the tech sector after Democrats won control of the US House and Senate in the midterm elections. Plus, AMD's forecast exceeds estimates as chip demand soars, showing the semiconductor supercycle still has legs. And the AI capital raise continues, as Meta kicks off a six-part debut euro bond offering, adding to a record wave of corporate bond deals in Europe. See omnystudio.com/listener for privacy information.
43 min
Bloomberg’s Ed Ludlow breaks down Apple's earnings, which signal strong holiday demand, but show that high memory costs and greater spending on AI will squeeze margins. Plus, Disney plans thousands of layoffs as it aims to cut 20% of costs companywide. And AI is on the ballot in the midterm elections as voters consider local proposals and candidate stances related to AI. See omnystudio.com/listener for privacy information.
42 min
Bloomberg’s Ed Ludlow breaks down debt offerings from Oracle, which is kicking off a $20 billion capital raise to finance its AI infrastructure spending, and Alphabet, which is tapping the European debt markets. Plus, Anthropic's revenue hits nearly $17 billion in the third quarter and Matt Witheiler, head of late-stage growth at Wellington and an Anthropic investor, joins to discuss new details from the amended IPO filing. And Apple is trading at its priciest level since 2008, ahead of its earnings. See omnystudio.com/listener for privacy information.
39 min
Apple has finally introduced a touch-screen MacBook Pro after two decades of resisting the idea. In this episode of Power On, Mark Gurman and Bloomberg Tech's Chris Welch break down the new high-end laptops, including their OLED displays, lighter designs, redesigned touch interface and steep prices. They also discuss Apple’s new OLED iPad mini, M6 iMac and other Mac updates, along with what’s coming next for the lineup. Plus, Mark and Chris share their experiences with the iPhone Duo after a week of use, examine reports of cracked displays and explain why Apple’s limited supply has made getting a replacement so difficult.Have a question for Mark? Email us at poweron@bloomberg.net or join the Power On Discord See omnystudio.com/listener for privacy information.
46 min
Bloomberg’s Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker's struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS CEO Matt Garman discusses the cloud giant's accelerating growth and massive AI buildout. And, Bitcoin tumbles after hackers siphoned off $6.3 billion from Binance in an attack that rocked the crypto world. See omnystudio.com/listener for privacy information.
10 min
Intel plunged in late trading after its revenue forecast missed analysts’ estimates, hurt by sputtering demand for PC processors and supply-chain problems with its lucrative data center components. The shares plunged in extended trading as much as 17%. The stock had gained 5.6% this year through Thursday’s close. Meanwhile, Amazon shares dropped after the company reported greater capital spending than anticipated and the slowest growth in the core e-commerce business in three years.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani and Bloomberg Intelligence senior tech analyst Anurag Rana from Schwab IMPACT in Boston. See omnystudio.com/listener for privacy information.
41 min
Bloomberg’s Ed Ludlow breaks down Alphabet's weak search and ad sales which raised new fears that AI is eating into Google's core business and caused a record market cap wipeout. Plus, Bloomberg reports Microsoft is looking to tap the bond market for the first time since 2017, seeking at least $25 billion to support spending as AI cloud growth soars. And, DoorDash makes a $17 billion bet on groceries with plans to buy Instacart. See omnystudio.com/listener for privacy information.
10 min
Alphabet reported quarterly sales and profit in the third quarter that fell short of expectations, a sign that the firm is failing to generate enough return to justify its massive investments in AI. The stock fell in late trading. Google’s parent company said sales, excluding partner payouts, were $111.2 billion for the three months that ended Sept. 30, just below the $111.3 billion that analysts had projected on average. Alphabet reported net income of $2.12 a share, falling far below Wall Street’s estimate of $2.99. The company’s shares were down as much as 8.5% in after-hours trading. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Bloomberg Tech host Ed Ludlow. See omnystudio.com/listener for privacy information.
43 min
Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg reports that Anthropic has tapped JPMorgan to lead the US retail offering for its potentially record-setting IPO. And, Apple is betting consumers will pay even more for a MacBook Pro with touch screens coming for the first time. See omnystudio.com/listener for privacy information.
14 min
Anduril is partnering with Qualcomm on Blue Chip, an effort to rebuild an American computer supply chain and reduce reliance on overseas manufacturing. The first product is planned to be a laptop designed and assembled in the United States, with circuit-board assembly at Anduril’s Arsenal-1 facility in Ohio. In an interview with Bloomberg's Ed Ludlow, Anduril founder Palmer Luckey said the initiative grew from concerns that critical industries—including the military, hospitals and power plants—depend on computers made in China. He said Anduril first tried to persuade other companies to build computers domestically, but ultimately decided to invest itself. The goal, he said, is to make the computer in the United States, including its chips, glass, metals, batteries and plastics. See omnystudio.com/listener for privacy information.
46 min
Bloomberg’s Ed Ludlow takes a look at Meta's plan to boost its equity offering to almost $98 billion, one of the largest ever, as it raises its bet on AI. Plus, Anthropic's IPO could be a defining test for the AI boom, as its S-1 filing reveals staggering growth, spending and losses. And, Anduril founder Palmer Luckey explains why the defense tech firm is teaming up with chipmaker Qualcomm to build a laptop with a US supply chain. See omnystudio.com/listener for privacy information.
54 min
Bloomberg’s Ed Ludlow takes a look at Anthropic's regulatory filing as the company prepares to go public under the ticker ANT. The S-1 revealed Anthropic's revenue and spending, along with its plan for an unusual corporate structure. Plus, venture investors are in line for a big payday when Anthropic goes public. Matt Murphy from Menlo Ventures and Byron Deeter from Bessemer Venture Partners discuss what they think happens next for the AI market. See omnystudio.com/listener for privacy information.
43 min
Bloomberg’s Ed Ludlow takes a look at OpenAI's potential fundraising at a staggering $1.25 trillion valuation. Plus, Anthropic's looming IPO could deliver blockbuster gains for some of its biggest investors, with billions of dollars on the line. And, SpaceX is taking another step toward becoming a major US wireless carrier, eyeing access to at least 80,000 cell sites nationwide. See omnystudio.com/listener for privacy information.
46 min
Bloomberg’s Ed Ludlow breaks down Meta's plans to boost AI spending and release new Class C shares to ensure CEO Mark Zuckerberg stays in California if a wealth tax is passed. Plus, Tesla reported strong profit, but a big cut to its spending plans is raising questions about Elon Musk's AI, robotaxi and robotics goals for the company as it weighs a potential merger with SpaceX. And OpenAI's models helped find a potentially catastrophic software vulnerability. OpenAI President Greg Brockman and Cloudflare CEO Matthew Prince explain how AI is enabling both defenders and hackers. See omnystudio.com/listener for privacy information.
42 min
Bloomberg’s Ed Ludlow breaks down SpaceX's blowout quarterly results and Elon Musk's suggestion that the company combine with Tesla. Plus, Netflix looks to find its next big hit as growth at the streaming giant slows, and a report on Anthropic's draft S-1 offers some new insight and confirmation of the AI firm's financials ahead of its IPO. See omnystudio.com/listener for privacy information.
40 min
Bloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as $45 billion; and Eric Schmidt's early Anthropic bet could pay off big, with a stake worth as much as $20 billion if Anthropic hits a $2 trillion IPO valuation. See omnystudio.com/listener for privacy information.
44 min
Bloomberg’s Ed Ludlow looks at why Nscale is facing pushback to its $30 billion IPO valuation target, with some investors suggesting $16 to $19 billion instead. Plus, Anthropic plans to put 5% of its shares into a new public benefit fund to address "the public good," and a former OpenAI software engineer charged with placing a recording device in one of the company's offices is set to appear in court today. See omnystudio.com/listener for privacy information.
17 min
How is innovation being integrated into infrastructure to boost livability and productivity? It's a question set to impact billions around the world over the coming decades as the UN forecasts rapid urbanization. Hear from two smart city experts at the cutting edge of urban development, to find out how technology is already transforming urban environments and which cities are delivering future-focused innovation, at scale. This episode is sponsored by the Dubai Department of Economy and Tourism. See omnystudio.com/listener for privacy information.
43 min
A 12-foot grim reaper becomes a neighborhood war cry, and the preacher-podcaster crosses the street.Today on The Big Take: Chapter 4 of Our Town, a limited-run series from Bloomberg and The Big Take, hosted by Meribah Knight with Bloomberg’s Susan Berfield. Our Town tells the story of a battle over identity fought on one small town’s soil, where acreage, heritage, and what it means to be an American are all up for grabs. New episodes of Our Town publish on Mondays, but you can listen early on Fridays right here in The Big Take feed. We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Hosted by Meribah Knight with Susan Berfield Produced by: Rebecca Laks and David Fox with Julia Weaver and help from Laura Newcombe Edited by: Rebecca Laks and Ken Armstrong Original Score and Mixing by: Alex Sugiura Fact-checking by: Annika Robbins and Rachael Lewis-Krisky Executive Producer: Nicole Beemsterboer See omnystudio.com/listener for privacy information.
43 min
Bloomberg’s Ed Ludlow breaks down what's behind the chip rout, as chipmakers are set for their longest losing streak since 2008. Plus, shipping estimates for Apple's iPhone Duo slip into January within minutes of the company opening preorders today, and Tesla reveals its long-delayed Roadster sports car, showcasing a prototype with air thrusters that flipped mid-air. See omnystudio.com/listener for privacy information.
44 min
Bloomberg’s Ed Ludlow breaks down Anthropic's third-quarter revenue numbers as the company gets ready for its IPO. Plus: CoreWeave’s talk of tapping “unlimited” pools of money rattles markets and puts the financing behind the data center buildout back under the microscope; and Nvidia CEO Jensen Huang says safety and containment should be integrated into AI systems even as AI advances. See omnystudio.com/listener for privacy information.
43 min
Bloomberg’s Ed Ludlow breaks down ASML's earnings after the company raised its sales forecast for 2026 and said it aims to increase production of its chip-making machines to keep up with soaring AI spending. Plus, Nvidia CEO Jensen Huang announces plans to invest an additional $2 billion in European deals. And, an inside look at the making of Grand Theft Auto VI, expected to be the biggest video game blockbuster of all time. See omnystudio.com/listener for privacy information.
44 min
Bloomberg’s Ed Ludlow breaks down the accelerating chip selloff as pressure spreads from Asia to the US. Plus, Apple releases a new line of smart home devices including its HomeView Hub, the centerpiece of its push to challenge Amazon and Google in that space. And, Meta releases a new AI model which it says has "frontier capabilities" as it vies to take on OpenAI and Anthropic. See omnystudio.com/listener for privacy information.
43 min
Bloomberg’s Ed Ludlow breaks down Microsoft's latest homegrown Maia chips, its latest effort to rely less on outside chips to power its AI ambitions. Plus, Elon Musk wants to put chip development on fast-forward, testing as many as ten new designs a year; and Apple is finally ready to unveil its new smart home strategy, seeking to plug a major hole in its ecosystem. See omnystudio.com/listener for privacy information.
46 min
Backers of the venture are big fans of a town in Idaho where a preacher with a flamethrower tells our reporters how much he hates feminism. Today on The Big Take: Chapter 3 of Our Town, a limited-run series from Bloomberg and The Big Take, hosted by Meribah Knight with Bloomberg’s Susan Berfield. Our Town tells the story of a battle over identity fought on one small town’s soil, where acreage, heritage, and what it means to be an American are all up for grabs. New episodes of Our Town publish on Mondays, but you can listen early on Fridays right here in The Big Take feed. We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Hosted by Meribah Knight with Susan Berfield Produced by: Rebecca Laks with Julia Weaver and David Fox and help from Laura Newcombe Edited by: Ken Armstrong with Rebecca Laks Original Score and Mixing by: Alex Sugiura Fact-checking by: Annika Robbins Executive Producer: Nicole Beemsterboer See omnystudio.com/listener for privacy information.
44 min
Bloomberg’s Ed Ludlow breaks down OpenAI's latest annualized revenue, expected to reach or exceed $70 billion by the end of the year. Plus, Oracle keeps several data centers on track by relying on truck deliveries of natural gas, and a conversation with Kleiner Perkins partner Ilya Fushman on the mega AI IPO pipeline and the future of physical AI. See omnystudio.com/listener for privacy information.
39 min
Bloomberg’s Ed Ludlow breaks down the Trump administration's decision to suspend an immigration program for multiple tech firms, including Microsoft, alleging widespread abuse of that worker visa system. Plus: Samsung's quarterly profit jumps and TSMC sales surge, but investors are still worried about the staying power of the AI investment boom. And, NASA's SpaceX Crew-12 makes it way back down to Earth after 237 days in space. See omnystudio.com/listener for privacy information.
44 min
Bloomberg’s Ed Ludlow takes a look at SpaceX in talks with banks and investors to borrow $40 billion to buy chips from Nvidia. Plus, Apple plans its entry into the smart home space with a doorbell, thermostat, and other accessories developed with LG; and JD Moriarty, Vice Chair and head of Global Tech Equity Capital Markets at Bank of America Securities, discusses the upcoming mega AI IPO pipeline. See omnystudio.com/listener for privacy information.
42 min
Bloomberg’s Ed Ludlow breaks down OpenAI's talks with multiple investors to raise at least $30 billion at a valuation of about $1.4 trillion. Plus, DeepSeek is also close to securing at least 12 billion in its latest round of funding ahead of its own IPO next year, and JPMorganChase CEO Jamie Dimon weighs in on data centers and AI risks from London's Tech Stars event. See omnystudio.com/listener for privacy information.
44 min
Bloomberg’s Ed Ludlow breaks down Hon Hai's results beating revenue expectations as the infrastructure boom rolls on, in another sign the AI spending spree isn't slowing down. Plus, the AI boom leads to a billionaire boom as Tech's richest are now worth a combined $4.6 trillion. And, how Apple's new CEO is putting his own stamp on the company and making design a much bigger priority. See omnystudio.com/listener for privacy information.
38 min
Diana looks into the town’s newest arrivals: What’s their deal — and who are their friends?Today on The Big Take: Chapter 2 of Our Town, a limited-run series from Bloomberg and The Big Take, hosted by Meribah Knight with Bloomberg’s Susan Berfield. Our Town tells the story of a battle over identity fought on one small town’s soil, where acreage, heritage, and what it means to be an American are all up for grabs. New episodes of Our Town publish on Mondays, but you can listen early on Fridays right here in The Big Take feed. We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Hosted by Meribah Knight with Susan Berfield Produced by: Rebecca Laks with Julia Weaver and David Fox and help from Laura Newcombe Edited by: Ken Armstrong with Rebecca Laks Original Score and Mixing by: Alex Sugiura Fact-checking by: Annika Robbins Executive Producer: Nicole Beemsterboer See omnystudio.com/listener for privacy information.
43 min
Bloomberg’s Ed Ludlow is live in LA for Bloomberg Screentime 2026, speaking with tech leaders and media entrepreneurs. Suno CEO Mikey Shulman discusses how AI is expanding — rather than simply disrupting — the music industry, Promise CEO George Strompolos and Luma AI COO Caroline Ingeborn talk about AI's growing role in filmmaking, and Vermillio CEO Dan Neely dives into the debate around AI and creators' rights. See omnystudio.com/listener for privacy information.
46 min
Bloomberg’s Ed Ludlow is live in LA for Bloomberg Screentime 2026, speaking with AI and media entrepreneurs and leaders. Suno CEO Mikey Shulman discusses how AI is expanding — rather than simply disrupting — the music industry, Promise CEO George Strompolos and Luma AI COO Caroline Ingeborn talk about AI's growing role in filmmaking, and Vermillio CEO Dan Neely dives into the debate around AI and creators' rights. See omnystudio.com/listener for privacy information.
43 min
Bloomberg’s Ed Ludlow breaks down OpenAI's plan to raise at least $30 billion from investors in a new round of funding after pushing back its plans for an IPO. Plus, President Trump supports using outside auditors to assess the safety of AI systems after meeting with Silicon Valley leaders; and Apple keeps pushing the envelope under new CEO John Ternus with plans to make its foray into the smart-home market. See omnystudio.com/listener for privacy information.
50 min
Bloomberg’s Ed Ludlow breaks down President Trump's new AI-powered website America.gov, putting AI at the center of his agenda. Plus, Anthropic warns of "existential risks to humanity" in its prospectus ahead of its IPO according to reports, and AMD makes a big AI bet on the frontier by acquiring Fei-Fei Li's World Labs in an all-stock deal valued at $8.2 billion. See omnystudio.com/listener for privacy information.
44 min
Bloomberg’s Ed Ludlow breaks down Nvidia's decision to boost the size of its share buyback plan by a record $150 billion, taking the total amount to $235 billion. Plus, a milestone for SpaceX's Starship rocket reaching orbit for the first time after the mission briefly looked at risk because an engine failed during ascent. And, Meta taps MongoDB's president and CEO to lead a new AI platform for enterprise customers that Meta CEO Mark Zuckerberg called “the next major pillar of our business.” See omnystudio.com/listener for privacy information.
45 min
Oh, the things you can find with an inquisitive mind – and a metal detector.Today we’re bringing you Chapter 1 of Our Town, a limited-run series from The Big Take, hosted by Meribah Knight with Bloomberg’s Susan Berfield. The series tells the story of a battle over identity fought on small town soil, where acreage, heritage, and what it means to be an American are all up for grabs. The limited-run series will publish on Fridays in The Big Take. We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Hosted by Meribah Knight with Susan Berfield Produced by: Rebecca Laks with Julia Weaver and David Fox and help from Laura Newcombe Edited by: Ken Armstrong with Rebecca Laks Original Score and Mixing by: Alex Sugiura Fact-checking by: Annika Robbins Executive Producer: Nicole Beemsterboer See omnystudio.com/listener for privacy information.
44 min
Bloomberg’s Tim Stenovec breaks down Anthropic's $11.6 billion contract with Akamai for AI computing power - the largest deal in Akamai's history. Plus, President Trump calls his meeting with his Chinese counterpart Xi Jinping "very productive" with little to show for it; and Microsoft steps back from the race to build a personal chatbot by merging the consumer and workplace versions of its Copilot AI assistant into one instead. See omnystudio.com/listener for privacy information.
44 min
Bloomberg’s Ed Ludlow breaks down Oracle's latest move to protect itself from mounting costs on a massive New Mexico data center facing regulatory setbacks and local opposition. Plus, Meta comes out with a new palm-sized device for using its popular new AI assistant, Muse; and all eyes are on President Trump and China's Xi Jinping as they meet in the White House and discuss AI. See omnystudio.com/listener for privacy information.
44 min
Bloomberg’s Ed Ludlow breaks down Anthropic's new faster, cheaper AI model as the startup tries to stay ahead of rivals before its IPO. Plus, Morgan Stanley's Adam Jonas discusses SpaceX, Tesla and the robotics boom, and Bloomberg reports Apple aims to take on Whoop with its own screenless health and fitness tracker. See omnystudio.com/listener for privacy information.
38 min
Bloomberg’s Ed Ludlow breaks down Alibaba's new AI chip, an accelerator to compete with Nvidia and underpinning a massive expansion of data center capacity in coming years. Plus, he sits down with Gagan Biyani, Founder and CEO of the Horowitz Andreessen Academy - Silicon Valley's alternative college for the AI era. And he sits down with AI pioneer Fei-Fei Li to talk about the AI safety debate, the race against China, and growing competition to build world models. See omnystudio.com/listener for privacy information.
43 min
Bloomberg’s Ed Ludlow breaks down what to expect from the Trump-Xi summit later this week, with AI's role anticipated to be a major part of the agenda for those upcoming talks. Plus, Bloomberg reports Paramount reached a settlement with California and other states suing to block its proposed acquisition of Warner Bros. Discovery; and as data shows more disruption to US data centers, we get to the political debate with Democratic US Representative Suhas Subramanyam from Virginia. See omnystudio.com/listener for privacy information.
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