Bloomberg Tech
Bloomberg
300 episodes
Listen for news and analysis on global technology companies and investors. Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.
Episodes page 1 of 6
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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 be overblown. Disappointing tech results…
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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. Plus, AWS CEO Matt Garman discusses the cloud…
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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 lucrative data center components. The shares plunged…
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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 wipeout. Plus, Bloomberg reports Microsoft is…
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Earnings Special: Alphabet Disappoints Wall Street on Revenue & Income
Alphabet reported quarterly sales and profit in the third quarter that fell short of expectations, a sign that the firm is failing to generate enough return to justify its massive investments in AI. The stock fell in…
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Investors Eye AI Payoff with Big Tech Earnings
Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg…
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BONUS: Anduril Founder Palmer Luckey Talks Partnership With Qualcomm
Anduril is partnering with Qualcomm on Blue Chip, an effort to rebuild an American computer supply chain and reduce reliance on overseas manufacturing. The first product is planned to be a laptop designed and assembled…
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Meta Boosts Equity Offering, Raising Its AI Bet & Andruil Founder Palmer Luckey
Bloomberg’s Ed Ludlow takes a look at Meta's plan to boost its equity offering to almost $98 billion, one of the largest ever, as it raises its bet on AI. Plus, Anthropic's IPO could be a defining test for the AI boom,…
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Anthropic Files for IPO, Giving Market A Glimpse Into Its Finances
Bloomberg’s Ed Ludlow takes a look at Anthropic's regulatory filing as the company prepares to go public under the ticker ANT. The S-1 revealed Anthropic's revenue and spending, along with its plan for an unusual…
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OpenAI Moves Toward a $1.25 Trillion Value
Bloomberg’s Ed Ludlow takes a look at OpenAI's potential fundraising at a staggering $1.25 trillion valuation. Plus, Anthropic's looming IPO could deliver blockbuster gains for some of its biggest investors, with…
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Meta Doubles Down on AI Spending, Plans New Class C Shares
Bloomberg’s Ed Ludlow breaks down Meta's plans to boost AI spending and release new Class C shares to ensure CEO Mark Zuckerberg stays in California if a wealth tax is passed. Plus, Tesla reported strong profit, but a…
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SpaceX has Blowout Quarter as Musk Floats Merger with Tesla
Bloomberg’s Ed Ludlow breaks down SpaceX's blowout quarterly results and Elon Musk's suggestion that the company combine with Tesla. Plus, Netflix looks to find its next big hit as growth at the streaming giant slows,…
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Neocloud Concerns Return After Elice Selloff
Bloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in talks with Nscale for a massive new…
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Nscale’s $30B IPO Ambition Meets Investor Pushback
Bloomberg’s Ed Ludlow looks at why Nscale is facing pushback to its $30 billion IPO valuation target, with some investors suggesting $16 to $19 billion instead. Plus, Anthropic plans to put 5% of its shares into a new…
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Economy of Scale: Smart Cities (Sponsored Content)
How is innovation being integrated into infrastructure to boost livability and productivity? It's a question set to impact billions around the world over the coming decades as the UN forecasts rapid urbanization. Hear…
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BONUS SERIES: Our Town Chapter 4 | All Metal Mode
A 12-foot grim reaper becomes a neighborhood war cry, and the preacher-podcaster crosses the street. Today on The Big Take: Chapter 4 of Our Town, a limited-run series from Bloomberg and The Big Take, hosted by Meribah…
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Chip Stocks Slide as Apple Demand Surges
Bloomberg’s Ed Ludlow breaks down what's behind the chip rout, as chipmakers are set for their longest losing streak since 2008. Plus, shipping estimates for Apple's iPhone Duo slip into January within minutes of the…
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Anthropic's 3Q Revenue Reaches $16.8 Billion
Bloomberg’s Ed Ludlow breaks down Anthropic's third-quarter revenue numbers as the company gets ready for its IPO. Plus: CoreWeave’s talk of tapping “unlimited” pools of money rattles markets and puts the financing…
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ASML Boosts Outlook as AI Chip Demand Soars
Bloomberg’s Ed Ludlow breaks down ASML's earnings after the company raised its sales forecast for 2026 and said it aims to increase production of its chip-making machines to keep up with soaring AI spending. Plus,…
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Chip Selloff Spreads Globally, Apple Makes Smart Home Push
Bloomberg’s Ed Ludlow breaks down the accelerating chip selloff as pressure spreads from Asia to the US. Plus, Apple releases a new line of smart home devices including its HomeView Hub, the centerpiece of its push to…
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AI Chip Race Heats Up From Microsoft to Musk
Bloomberg’s Ed Ludlow breaks down Microsoft's latest homegrown Maia chips, its latest effort to rely less on outside chips to power its AI ambitions. Plus, Elon Musk wants to put chip development on fast-forward,…
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BONUS SERIES: Our Town Chapter 3 | One Little Bacon-Wrapped Sausage
Backers of the venture are big fans of a town in Idaho where a preacher with a flamethrower tells our reporters how much he hates feminism. Today on The Big Take: Chapter 3 of Our Town, a limited-run series from…
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OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
Bloomberg’s Ed Ludlow breaks down OpenAI's latest annualized revenue, expected to reach or exceed $70 billion by the end of the year. Plus, Oracle keeps several data centers on track by relying on truck deliveries of…
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AI Boom Faces New Tests From Chips to Immigration
Bloomberg’s Ed Ludlow breaks down the Trump administration's decision to suspend an immigration program for multiple tech firms, including Microsoft, alleging widespread abuse of that worker visa system. Plus:…
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SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
Bloomberg’s Ed Ludlow takes a look at SpaceX in talks with banks and investors to borrow $40 billion to buy chips from Nvidia. Plus, Apple plans its entry into the smart home space with a doorbell, thermostat, and…
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OpenAI, DeepSeek Chase Billions as AI Funding Boom Rolls On
Bloomberg’s Ed Ludlow breaks down OpenAI's talks with multiple investors to raise at least $30 billion at a valuation of about $1.4 trillion. Plus, DeepSeek is also close to securing at least 12 billion in its latest…
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AI Boom: Bigger Infrastructure, Bigger Fortunes
Bloomberg’s Ed Ludlow breaks down Hon Hai's results beating revenue expectations as the infrastructure boom rolls on, in another sign the AI spending spree isn't slowing down. Plus, the AI boom leads to a billionaire…
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BONUS SERIES: Our Town Chapter 2 | This Dangerous Venture of Yours
Diana looks into the town’s newest arrivals: What’s their deal — and who are their friends? Today on The Big Take: Chapter 2 of Our Town, a limited-run series from Bloomberg and The Big Take, hosted by Meribah Knight…
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Bloomberg Tech Screentime Special
Bloomberg’s Ed Ludlow is live in LA for Bloomberg Screentime 2026, speaking with tech leaders and media entrepreneurs. Suno CEO Mikey Shulman discusses how AI is expanding — rather than simply disrupting — the music…
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Bloomberg Tech Screentime Special
Bloomberg’s Ed Ludlow is live in LA for Bloomberg Screentime 2026, speaking with AI and media entrepreneurs and leaders. Suno CEO Mikey Shulman discusses how AI is expanding — rather than simply disrupting — the music…
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OpenAI Seeks $30B as Trump Backs AI Safety Audits
Bloomberg’s Ed Ludlow breaks down OpenAI's plan to raise at least $30 billion from investors in a new round of funding after pushing back its plans for an IPO. Plus, President Trump supports using outside auditors to…
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AI Takes Center Stage From Washington to Wall Street
Bloomberg’s Ed Ludlow breaks down President Trump's new AI-powered website America.gov, putting AI at the center of his agenda. Plus, Anthropic warns of "existential risks to humanity" in its prospectus ahead of its…
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Nvidia Goes Big on Buybacks as SpaceX Reaches Orbit
Bloomberg’s Ed Ludlow breaks down Nvidia's decision to boost the size of its share buyback plan by a record $150 billion, taking the total amount to $235 billion. Plus, a milestone for SpaceX's Starship rocket reaching…
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BONUS SERIES: Our Town Chapter 1 | Sometimes You Find Silver
Oh, the things you can find with an inquisitive mind – and a metal detector. Today we’re bringing you Chapter 1 of Our Town, a limited-run series from The Big Take, hosted by Meribah Knight with Bloomberg’s Susan…
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Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
Bloomberg’s Tim Stenovec breaks down Anthropic's $11.6 billion contract with Akamai for AI computing power - the largest deal in Akamai's history. Plus, President Trump calls his meeting with his Chinese counterpart Xi…
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Oracle’s Data Center Challenge as Trump, Xi Talk AI
Bloomberg’s Ed Ludlow breaks down Oracle's latest move to protect itself from mounting costs on a massive New Mexico data center facing regulatory setbacks and local opposition. Plus, Meta comes out with a new…
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Anthropic’s New Model, the Robot Economy and Apple Health
Bloomberg’s Ed Ludlow breaks down Anthropic's new faster, cheaper AI model as the startup tries to stay ahead of rivals before its IPO. Plus, Morgan Stanley's Adam Jonas discusses SpaceX, Tesla and the robotics boom,…
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Alibaba Takes On Nvidia as the Global AI Race Heats Up
Bloomberg’s Ed Ludlow breaks down Alibaba's new AI chip, an accelerator to compete with Nvidia and underpinning a massive expansion of data center capacity in coming years. Plus, he sits down with Gagan Biyani, Founder…
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AI Takes Center Stage Ahead of Trump-Xi Summit
Bloomberg’s Ed Ludlow breaks down what to expect from the Trump-Xi summit later this week, with AI's role anticipated to be a major part of the agenda for those upcoming talks. Plus, Bloomberg reports Paramount reached…
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AI Builds Itself as the Spending Boom Accelerates
Bloomberg’s Ed Ludlow breaks down Anthropic's finding that its Claude chatbot is leading 26% of its AI research and development, even as the global debate around AI heats up. Plus, SoftBank is closing out the week with…
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OpenAI Reports New AI Safety Incidents; AI CEOs Weigh In on AI Debate
Bloomberg’s Ed Ludlow breaks down OpenAI's new plan to track when things go wrong after revealing new cases of its AI models going off-script. Plus, Databricks CEO Ali Ghodsi and machine learning pioneer Andrew Ng…
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Meta CEO Weighs In On AI Safety Debate
Bloomberg’s Ed Ludlow breaks down Mark Zuckerberg's call for AI labs to rely on independent evaluators and advisers to ensure models are safe. Plus, OpenAI is said to be in early talks with investors about a new…
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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 reaching Washington and Wall Street, with…
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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 around AI's societal risks and the backlash…
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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 CEO John Ternus. Plus, the AI chip race is…
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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 first major public appearance as Apple CEO - and…
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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, another deal falls apart after Anthropic decides…
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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, a look at the latest US jobs report showing the…
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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 communicating the benefits of AI. Speaking with Bloomberg…
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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 joins to discuss Nvidia's $13 billion acquisition…
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