Bloomberg Tech

Weekend Listen: Apple’s Former Chief Chip Architect on the AI Chip Race

In this special episode of Power On, Bloomberg’s Mark Gurman sits down with Gerard Williams III, the former Apple chief CPU architect who helped develop the company’s gro

Nvidia Reels From Huang Exit as Microsoft Battles Outage

Bloomberg’s Ed Ludlow breaks down the fallout from Jensen Huang's resignation from Nvidia as more details are revealed. Plus, Microsoft races to restore services after a

Jensen Huang Resigns Amid Affair Scandal

Bloomberg’s Ed Ludlow breaks down the news of Jensen Huang ousted from his post as Nvidia CEO after reports of two affairs, including one with a woman US officials report

Instant Reaction: Nvidia CEO Jensen Huang Ousted by Nvidia Board

Nvidia Chief Executive Officer Jensen Huang, the preeminent face of the AI infrastructure boom, was ousted from his post after reports of two affairs, including with one

Anthropic IPO Oversubscribed as AI Trade Finds Its Footing

Bloomberg’s Riley Griffin takes a look at Anthropic's potentially record-breaking IPO, with sources saying it's already multiple times oversubscribed. Plus, CoreWeave rea

Anthropic Goes Big as Nvidia, SoftBank Face Pressure

Bloomberg’s Riley Griffin breaks down Anthropic's big goal of seeking a $1.4 trillion valuation in an IPO that could raise more money than SpaceX's blockbuster debut. Plu

Nvidia Investigation Raises New China Security Questions

Bloomberg’s Carol Massar goes all in on Nvidia's investigation into CEO Jensen Huang after his affair with an alleged Chinese spy, and how the scandal is becoming a Washi

Weekend Listen: Power On Talks Siri AI's Big Step Forward and Ternus' First Earnings Call

Apple is finally bringing some of Siri's most ambitious AI capabilities to the iPhone. In this episode of Power On, Bloomberg's Mark Gurman and Vlad Savov break down the

AI Trade Bounces Back as Investors Buy the Dip

Bloomberg’s Tim Stenovec takes a look at what's driving a rebound in tech stocks as dip buyers step in to support the battered AI trade. Plus, Anthropic's IPO plans get i

Instant Reaction: US Adds 165,000 Jobs, Topping All Forecasts

US job growth surged in October and the unemployment rate edged lower, a sign of labor-market strength in an expanding economy. Nonfarm payrolls increased 165,000 last mo

Tech Tumbles as Data Center Buildout Faces New Scrutiny

Bloomberg’s Tim Stenovec takes a look at the tech market meltdown as concerns that the incoming Democratic majority in congress could slow the US data center buildout. Po

Tech Mostly Higher After Democrats Win Control of Congress

Bloomberg’s Carol Massar takes a look at what a blue wave means for the tech sector after Democrats won control of the US House and Senate in the midterm elections. Plus,

Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin

Bloomberg’s Ed Ludlow breaks down Apple's earnings, which signal strong holiday demand, but show that high memory costs and greater spending on AI will squeeze margins. P

Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates

Apple delivered a forecast for the holiday period that topped Wall Street estimates, even as it failed to impress investors who have bid up the shares in recent months. R

Oracle Kicks Off $20 Billion Capital Raise

Bloomberg’s Ed Ludlow breaks down debt offerings from Oracle, which is kicking off a $20 billion capital raise to finance its AI infrastructure spending, and Alphabet, wh

Weekend Listen: Power On Talks Touchscreen MacBook + iPhone Duo “Crackgate”

Apple has finally introduced a touch-screen MacBook Pro after two decades of resisting the idea. In this episode of Power On, Mark Gurman and Bloomberg Tech's Chris Welch

Instant Reaction: Wall Street Gets AI Wake-Up Call with Deep Tech Selloff

Wall Street got a reality check as a bruising selloff in technology shares fueled concern the artificial-intelligence frenzy that has powered the equity bull market might

Intel Tumbles on PC Outlook, AWS CEO on AI Spending and Growth

Bloomberg’s Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker's struggle with a deepening PC slump and difficulty meeting CPU demand. P

Earnings Special: Intel Plunges on PC Sales Slump & Amazon Slips

Intel plunged in late trading after its revenue forecast missed analysts’ estimates, hurt by sputtering demand for PC processors and supply-chain problems with its lucrat

Google Sales Miss Reignites AI Fears, Microsoft Eyes $25B Debt Offering

Bloomberg’s Ed Ludlow breaks down Alphabet's weak search and ad sales which raised new fears that AI is eating into Google's core business and caused a record market cap