Podcast Episodes
Back to Search
Anthropic Revenue Surges as AI Financing Fears Grow
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 …
1 week, 1 day ago
ASML Boosts Outlook as AI Chip Demand Soars
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…
1 week, 2 days ago
Chip Selloff Spreads Globally, Apple Makes Smart Home Push
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 hom…
1 week, 3 days ago
AI Chip Race Heats Up From Microsoft to Musk
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.…
1 week, 4 days ago
BONUS SERIES: Our Town Chapter 3 | One Little Bacon-Wrapped Sausage
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 …
1 week, 5 days ago
OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
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 ke…
2 weeks ago
AI Boom Faces New Tests From Chips to Immigration
Bloomberg’s Ed Ludlow breaks down the Trump administration's decision to suspend an immigration program for multiple tech firms, including Microsoft,…
2 weeks, 1 day ago
SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
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 …
2 weeks, 2 days ago
OpenAI, DeepSeek Chase Billions as AI Funding Boom Rolls On
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, D…
2 weeks, 3 days ago
AI Boom: Bigger Infrastructure, Bigger Fortunes
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…
2 weeks, 4 days ago