Bloomberg Tech

AI’s Biggest Players Debate a Frontier Slowdown

Bloomberg’s Ed Ludlow breaks down calls from AI for a slower pace at the frontier, arguing safety needs time to catch up with increasingly powerful models. The debate is

Oracle’s Cloud Growth; Debate Around AI Risks

Bloomberg’s Ed Ludlow breaks down Oracle's latest results and how they are helping ease concerns around the company's massive AI infrastructure buildout. Plus, the debate

Apple’s Ternus Era Starts the iPhone Duo

Bloomberg’s Ed Ludlow discusses Apple's iPhone Duo with Bloomberg's Mark Gurman, from its anticipated reception with consumers to what it means for Apple's new era under

Apple Kicks Off Terns Era with First Foldable Phone

Bloomberg’s Ed Ludlow is live from Apple Park in Cupertino for what could be the iPhone Maker's most consequential product launch in years, with John Ternus making his fi

Qualcomm Signs Deal to Provide Amazon With Custom AI Chips

Bloomberg’s Riley Griffin breaks down Qualcomm's deal signing up Amazon as a data center chip customer, an agreement that will span "multiple generations." Meanwhile, ano

Anthropic Builds Its War Chest Ahead of IPO

Bloomberg’s Lisa Mateo takes a look at Anthropic as it finalizes an expansion of its revolving credit facility to $15 billion before its anticipated public filing. Plus,

Special Edition: OpeanAI CEO Sam Altman Talks GPT-6 Astra Debut, Going Public

OpenAI CEO and co-founder Sam Altman discusses the rollout of GPT-6 Astra, the company's latest AI model, and says the tech industry has done a terrible job of communicat

AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face

Bloomberg’s Ed Ludlow breaks down what earnings from Broadcom, Snowflake and HPE tell us about the strength of the AI boom. Plus, Hugging Face co-founder Thomas Wolf join

Nvidia Nears $14B Hugging Face Deal

Bloomberg’s Ed Ludlow breaks down Nvidia's advanced talks to acquire AI startup Hugging Face in a $14 billion deal. Plus, Dell shares jump after the company boosted its a

Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO

Bloomberg’s Ed Ludlow breaks down Anthropic's $35 billion computing deal with Nvidia-backed cloud provider Lambda as the AI startup looks to expand its AI capacity. Plus,

Nvidia Makes $3.5 Billion Bet on MediaTek

Bloomberg’s Ed Ludlow breaks down Nvidia's $3.5 billion investment in MediaTek, deepening its collaboration with the Taiwanese chipmaker. Plus, today is Tim Cook's last d

Special Edition: Nvidia CEO Jensen Huang & MediaTek CEO Rick Tsai Talk New Partnership

Nvidia is investing $3.5 billion in MediaTek, deepening collaboration with the Taiwanese chipmaker at a time when it’s working to persuade more companies to build chips t

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Fed Focus, Anthropic Victory and PayPal Deal Bust

Bloomberg’s Tim Stenovec zeroes in on Jackson Hole after Fed Chairman Kevin Warsh delivered his first address at the Symposium. Plus, a US judge rules that the Trump admi

Nvidia Sees 70% Growth as AI Boom Accelerates

Bloomberg’s Ed Ludlow breaks down Nvidia's prediction of a 70% revenue growth next fiscal year, far exceeding analyst estimates. Plus, Salesforce shares jump after giving

Nvidia’s Big Test as AI Chip Race Heats Up

Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings report on Wednesday, as the stock is on track to snap its seven-session losing streak. Plus, Apple

AI’s Global Capital Race Accelerates

Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings this week, this as Bloomberg reports Nvidia customers have been notified about price hikes. Plus,

Anthropic Preps for Blockbuster Public Listing

Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks

Alibaba's AI Spending Spree, Concerns of Circular AI Financing

Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba's profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta ha

Google’s Chip Push, SK Hynix’s $29 Billion Buyback

Bloomberg’s Ed Ludlow takes a look at the expanded partnership between Marvell and Google for chip development, with Marvell giving the search giant the right to buy as m