Episode (200)
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Nvidia Says It’s Getting Orders From China
Mar 18, 2026Bloomberg’s Caroline Hyde discusses Nvidia's outlook as the company says it's now getting orders from China and is ramping up sales of its H200 chips. Plus, the CEO of Nvidia, Jensen Huang, calls Open...
Nvidia Forecasts $1 Trillion in Revenue Through 2027
Mar 17, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia's prediction that it will generate $1 trillion in sales through 2027. Plus, IBM CEO Arvind Krishna talks about the AI and M&A landscape, hot off ...
Meta Expands AI Compute Deal, Nvidia GTC Kicks Off
Mar 16, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise in Meta’s shares following reports that the social media giant is planning big layoffs and news that it has expanded a compute deal with neoclo...
Meta Cable Expansion Stalled by Iran Conflict
Mar 13, 2026Bloomberg’s Ed Ludlow discusses the impact the conflict with Iran is having on AI investments in the Middle East, as Meta pauses part of its major internet-expansion efforts in Africa. Plus, Adobe CEO...
Tech Stocks Under Pressure As Iran War Drags On
Mar 12, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss the fall in tech stocks as oil prices spike again, stoking fears the war in Iran will further crimp energy supplies and fuel inflation. Plus, Dell CEO M...
Meta to Deploy Homegrown Chips, Uber to Offer Zoox Rides
Mar 11, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss Oracle’s strong third quarter sales and full year outlook as demand for AI computing shows no sign of letting up. Plus, Meta plans to deploy four new ge...
Amazon Looks to Raise At Least $37 Billion with Bond Sale
Mar 10, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s bond sale that is set to be one of the biggest corporate debt offerings ever, as it looks to fund the AI boom. Plus, Google introduces AI agent...
Oracle, OpenAI End Plans to Expand Flagship Data Center
Mar 09, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of the ongoing conflict in the Middle East. Plus, Oracle and OpenAI scrap plans to expand a flagship data center project in Texas. And Anthro...
US Considers Permits for Global Nvidia, AMD AI Chip Sales
Mar 06, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the US Commerce Department has drafted regulations restricting AI chip shipments to anywhere in the world without American approval. Plus, ...
Broadcom Expects AI Chips Sales to Top $100 Billion in 2027
Mar 05, 2026Bloomberg’s Caroline Hyde and Ed Ludlow discuss Broadcom’s results as the CEO predicts AI chip sales will top $100 billion next year. Plus, Anthropic has restarted talks with the Pentagon following th...