Episode (200)
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Trump Wants Big Tech to Pay for Power
Jan 16, 2026Bloomberg’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 co...
TSMC Forecast Lifts Peers on Robust AI Demand
Jan 15, 2026Bloomberg’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,...
US Eases Path for Nvidia to Sell H200s to China
Jan 14, 2026Bloomberg’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 ...
Meta Shifts to AI Devices From Metaverse
Jan 13, 2026Bloomberg’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 ...
Apple Picks Gemini to Run AI-Powered Siri
Jan 12, 2026Bloomberg’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 E...
Meta to Become the Biggest Nuclear Buyer Among Hyperscalers
Jan 09, 2026Bloomberg’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 g...
Future of Robots on Display at CES
Jan 08, 2026Humanoid robots have been folding laundry, lifting boxes and demonstrating new AI-powered capabilities at CES but their future in homes is likely still far away. Jan Liphardt, founder and CEO of OpenM...
Bloomberg Tech at CES, Day 2
Jan 07, 2026Bloomberg Tech's Caroline Hyde and Ed Ludlow are live from CES in Las Vegas. They sit down with Jim Johnson of Intel's Client Computing Group to discuss the chipmaker's efforts to make its products co...
Bloomberg Tech at CES
Jan 06, 2026Bloomberg Tech's Caroline Hyde and Ed Ludlow are live from CES in Las Vegas. They sit down with AMD CEO Lisa Su after the company announced a new chip for corporate data center use. Plus, Lucid Interi...
Tech Traders Shrug Off Maduro Ouster
Jan 05, 2026Bloomberg’s Caroline Hyde discusses the AI trade as tech investors show optimism at the start of 2026. Plus Tesla's China factory shipments rise in December but still drop in 2025. And we preview CES ...