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Dell Boosts Forecast Through 2030 Off AI Boom
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise of Dell’s shares after the company nearly doubled its growth estimates for sales and profit through to fiscal 2030. Plus, CoreWeave CEO Michae…
Published on 1 week, 6 days ago
AMD's Chip Deal With OpenAI Triggers Explosive Rally
AMD CEO Lisa Su and OpenAI President Greg Brockman join Bloomberg Tech to weigh in on the two companies' deal to roll out AI infrastructure, a pact the chipmaker said could generate tens of billions …
Published on 2 weeks ago
Huawei AI Chips Contain Advanced Parts from Rivals
Bloomberg’s Caroline Hyde and Ed Ludlow discuss findings that Huawei's Ascend AI processors contain advanced components from TSMC, Samsung, and SK Hynix. Plus, Rivian is reworking the manual release …
Published on 2 weeks, 3 days ago
OpenAI Becomes World’s Largest Startup
Bloomberg’s Caroline Hyde and Ed Ludlow discuss OpenAI becoming the largest startup after it closed a deal allowing current and former employees to sell shares at a $500 billion valuation. Plus, Tesl…
Published on 2 weeks, 4 days ago
South Korean Chipmakers to Supply OpenAI’s Stargate
Bloomberg’s Caroline Hyde and Ed Ludlow unpack the news that Samsung and SK Hynix have reached early-stage agreements to supply chips and other gear to OpenAI’s Stargate data center project. Plus, We…
Published on 2 weeks, 5 days ago
CoreWeave’s $14 Billion Meta Deal, Spotify’s Ek to Leave CEO Role
Bloomberg’s Caroline Hyde and Ed Ludlow discuss CoreWeave’s deal to supply Meta with up to $14.2 billion worth of computing power. Plus, Spotify shares sink on news that founder Daniel Ek will transi…
Published on 2 weeks, 6 days ago
EA Agrees to Largest Leveraged Buyout in History
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Electronic Arts’ agreement to be sold in a record-breaking leveraged buyout. Plus, Huawei plans to ramp up production of its most advanced AI chips in …
Published on 3 weeks ago
Trump Advances Plans for TikTok US Deal
Bloomberg’s Caroline Hyde and Ed Ludlow break down plans for investors to buy TikTok's US operations at a potential valuation of $14 billion. Plus, they discuss the possibility of an AI bubble, after…
Published on 3 weeks, 3 days ago
Intel Approaches Apple About Investment
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that Intel approached Apple about a possible investment and are working together more closely. Plus, HSBC says it has achieved a world-first in…
Published on 3 weeks, 4 days ago
Alibaba to Ramp Up AI Spend, Kimmel Returns to Late Night
Bloomberg’s Caroline Hyde and Ed Ludlow look at Alibaba’s plans to ramp up AI spending past $50 billion, which sent its shares to a four-year high. Plus, OpenAI expands its Stargate data center plan …
Published on 3 weeks, 5 days ago