Episode (200)
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Musk’s xAI In Talks to Lease Saudi Data Center Capacity
Jul 16, 2025Bloomberg’s Ed Ludlow discusses the rise in Nvidia shares as CEO Jensen Huang says he expects to get the first batch of US licenses to export H20 AI chips to China soon. Plus, Elon Musk’s xAI is in ta...
Nvidia, AMD Set to Resume Some AI Chip Sales to China
Jul 15, 2025Bloomberg’s Ed Ludlow discusses changes to US trade restrictions that will allow Nvidia and AMD to sell some AI chips to China. Plus, AI and Crypto Czar David Sacks and Energy Secretary Chris Wright b...
Panasonic Unveils EV Battery Plant in Kansas
Jul 14, 2025Bloomberg’s Ed Ludlow discusses Panasonic’s new electric vehicle battery plant in De Soto, Kansas, with Panasonic NA CEO Megan Myungwon Lee and the CEO of Lucid, a key battery customer. Plus, Bloomber...
Nvidia's Huang Meets With Trump, Tesla Taxis Move West
Jul 11, 2025Bloomberg’s Romaine Bostick discusses the meeting between Nvidia CEO Jensen Huang and President Trump as Huang prepares for a China trip. Plus, Tesla preps its driverless cars for California and Arizo...
Musk Says Grok To Make Tesla Debut
Jul 10, 2025Bloomberg’s Caroline Hyde discusses xAI's rollout of Grok 4 as Elon Musk says Grok will come to Tesla vehicles next week. Plus, we hear from LinkedIn co-founder Reid Hoffman as the AI talent war draws...
Nvidia Hits $4T Market Cap, SpaceX's Path to a $400B Valuation
Jul 09, 2025Bloomberg’s Caroline Hyde discusses Nvidia's rise to become the first ever company to have touched a $4 trillion market cap. Plus, SpaceX is in talks to sell shares that could value the company at $40...
Apple Loses Another AI Executive, Amazon's Prime Day Weakness
Jul 08, 2025Bloomberg’s Caroline Hyde discusses Apple's latest AI talent loss as a key AI executive leaves for Meta. Plus, Amazon's Prime Day kicks off to a tepid start as retailers and shoppers feel the bite of ...
Musk's Political Ambitions, CoreWeave's Big Purchase
Jul 07, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss Elon Musk's political aspirations as he forms the "America Party". Plus, President Trump fires more tariff warnings as countries race to negotiate ahead...
OpenAI, Oracle Expand Stargate Project
Jul 03, 2025Bloomberg’s Ed Ludlow discuss OpenAI's deal with Oracle as they search for more compute capacity. Plus, a look at President Donald Trump's tax and spending bill as it nears a successful House vote. An...
Tesla’s Sales Fall but Investor Support Stays Strong
Jul 02, 2025Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in Tesla’s second-quarter sales. Plus, Foxconn pulls Chinese workers from India in a blow to Apple. And Microsoft plans a second large round of...