Episode (200)
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Bessent Says Nvidia, AMD Deals Could Be a “Model”
Aug 13, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss Treasury Secretary Scott Bessent’s comments that the US deal allowing Nvidia and AMD to sell some AI chips to China could be a “model” for others. Plus,...
China Urges Local Firms to Avoid Nvidia H20 Chips
Aug 12, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that China is urging its domestic companies to avoid using Nvidia H20 chips. Plus, Elon Musk accuses Apple of favoring OpenAI above other AI com...
Nvidia, AMD AI Deal, Intel CEO to Meet Trump
Aug 11, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s and AMD’s agreement to pay 15% of their revenues from Chinese artificial intelligence chip sales to the US government. Analysts and investors r...
OpenAI’s COO Lightcap Talks GPT-5 Launch
Aug 08, 2025Bloomberg’s Caroline Hyde speaks with OpenAI COO Brad Lightcap about the company’s latest model, GPT-5, and the battle to retain top talent in the artificial intelligence space. Plus, SoftBank and Met...
Trump Says Intel CEO ‘Conflicted’ and Should Resign
Aug 07, 2025Bloomberg’s Caroline Hyde discusses President Donald Trump’s call for Intel CEO Lip-Bu Tan to resign. Plus the White House considers 100% tariffs on semiconductors, with a carveout for companies that ...
AMD CEO Lisa Su on the Chipmaker's AI Forecast
Aug 06, 2025Bloomberg’s Caroline Hyde and Ed Ludlow speak with AMD CEO Lisa Su about the company’s earnings report and where it sees demand coming from. Plus, OpenAI is said to be selling shares at a $500 billion...
US Considers More Chip Tariffs
Aug 05, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s comments that more chip tariffs may be coming soon. Plus, booming demand for artificial intelligence led Palantir’s revenue to climb a...
Joby to Buy Blade's Helicopter Ride-Share Business
Aug 04, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss Tesla’s approval of a $30 billion interim stock award for Elon Musk. Plus, Joby CEO JoeBen Bevirt discusses the eVOTL company’s plan to buy the helicopt...
Big Tech’s Big Earnings Week
Aug 01, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss how Big Tech earnings and changes to Trump’s tariff plans are being received by investors. Plus Reddit COO Jen Wong talks about the platform’s record qu...
Figma Goes Public, CEO Field Sets Eyes on Growth
Jul 31, 2025Bloomberg’s Caroline Hyde speaks with Figma CEO Dylan Field from the New York Stock Exchange as his company goes public in one of the year’s biggest IPOs. Plus, Qualcomm CEO Cristiano Amon joins Bloom...