Bloomberg Tech

Rachel Benton is a loving mother to an adorable 2-year-old boy named Stetson. Stetson doesn’t know it, but he may have already saved his mom’s life. A routine medical checkup, that Rachel only had because she was pregnant, showed protein in her urine. That discovery led to a biopsy and ultimately a diagnosis of IgA nephropathy – a serious kidney disease. With patients like Rachel in mind, the research team at Vertex Pharmaceuticals is working on new approaches to address IgA nephropathy. 

Produced by Bloomberg Media Studios and Vertex Pharmaceuticals.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Netflix’s agreement to buy Warner Bros. Discovery after it completes the planned spinoff of its cable channels. Plus, the European Union Ambassador to the US responds to criticism of the $140 million fine the bloc has levied on Elon Musk’s social media platform X. And HPE CEO, Antonio Neri, discusses the company’s outlook after reporting disappointing 4Q AI server sales.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plan to cut resources for building its metaverse, the virtual world that Mark Zuckerberg once framed as the future of the company. Plus, Nvidia CEO Jensen Huang says he’s not sure China would accept more powerful AI chips - even if the US relaxes restrictions on sales. And, a look at the latest earnings from Snowflake, Salesforce and UiPath.

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Bloomberg’s Caroline Hyde digs into anxieties and losses coming from the Magnificent 7 as big tech stocks lag the wider market. Plus, Okta CEO Todd McKinnon discusses the software maker’s earnings as the company boosts its full year profit forecast. And TikTok plans to invest more than $37 billion to build its first Latin American data center in Brazil.

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Bloomberg's Caroline Hyde and Ed Ludlow break down Amazon's new AI products from its AWS Re:Invent conference. Plus Michael and Susan Dell make a $6.25 billion donation to the future of children in the US. And, Netflix makes a nearly all cash offer for Warner Brothers Discovery in its sweetened bid.

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Bloomberg's Ed Ludlow and Caroline Hyde discuss Nvidia investing $2 billion in chip-design software maker Synopsys as part of a broader engineering and design tie-up, aiming to infuse its AI-computing technology into more industries.

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Bloomberg’s Tim Stenovec discusses Dell's increased outlook for AI server shipments and HP’s plans for job cuts. Plus, Warner Brothers Discovery is asking bidders for sweetened offers as it explores options for a sale. And Nvidia is in focus as questions about competition in the AI chip market grow.

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Bloomberg’s Caroline Hyde discusses the fall in Nvidia shares following reports that Meta is in talks to spend billions on Google’s AI chips. Plus, Chinese leader Xi Jinping revived the topic of China's sovereignty over Taiwan in a phone call with President Donald Trump. And Apple eliminates sales roles in a rare layoff to streamline the way it offers products to businesses and governments.

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Bloomberg’s Caroline Hyde discusses what stocks are moving as investors eye the growing amount of debt tech companies are taking on to support the AI buildout. Plus, investors pulled $3.5 billion from Bitcoin ETFs in November, as the crypto heads for its worst performance since the 2022 collapse. And IonQ CEO Niccolo de Masi discusses the company’s partnership with Heven AeroTech to develop quantum-enabled drones.

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Today we’re sharing something a little different in your feed — an episode from our colleagues at Here’s Why, Bloomberg’s weekly show that answers one big question in under 10 minutes, explaining the ideas shaping our world.

This episode looks at a story right at the heart of the tech world: the massive investments in AI data centers, and the hidden costs that come with them.

If you’d like to hear more episodes like this one, you can follow Here’s Why wherever you get your podcasts:

• Apple Podcasts: https://podcasts.apple.com/gb/podcast/heres-why/id1479610314

• Spotify: https://open.spotify.com/show/6dajvfHUjw7HaFot0BoNNu

• Bloomberg: https://www.bloomberg.com/podcasts/series/heres-why

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Bloomberg’s Caroline Hyde discusses the wild ride markets have been on as AI and crypto anxiety hit investors. Plus, OpenAI is teaming up with Foxconn to design AI data center hardware in the US. And Cerebras CEO Andrew Feldman shares his thoughts on the US approval for advanced AI chips to be sold to the Middle East.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s earnings, as the AI chip leader delivers an upbeat forecast. Plus, Palo Alto Networks CEO Nikesh Arora discusses the company’s earnings and plans to buy Chronosphere for $3.35 billion. And AI pioneer Yann LeCun is leaving Meta to launch his own startup.

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Nvidia CEO Jensen Huang discusses the "off the charts" sales of the Blackwell advanced graphics processing unit (GPU), the company's new Vera Rubin platform and the outlook for demand from China with Bloomberg Tech co-host Ed Ludlow, in a special conversation as heard on Bloomberg TV and Radio.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss what investors are keeping their eyes peeled for when Nvidia’s earnings come out. Plus, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk speak at the US-Saudi Investment Forum. And Brookfield Asset Management targets $10 billion of fund commitments for a global AI infrastructure program in partnership with Nvidia and Kuwait's wealth fund.

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Bloomberg’s Caroline Hyde breaks down what’s behind Microsoft’s and Nvidia’s commitment to invest up to $15 billion combined in AI startup Anthropic. Plus, Saudi Arabia's Crown Prince visits the White House with discussions expected on chips, tech investments and AI innovation. And Roblox CEO Dave Baszucki talks about the roll out of age-verification tools as the gaming platform works to increase safety for users.

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Bloomberg’s Caroline Hyde discusses the move by Peter Thiel’s hedge fund to sell its holdings in Nvidia and its stock impact ahead of earnings. Plus, the crypto market selloff shows no signs of easing, and some of the riskiest tokens are bearing the brunt of it. And Amazon is seeking to raise about $12 billion through a debt offering, amid an industry-wide race to build AI infrastructure.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the latest moves in tech stocks as skepticism grows about whether the Federal Reserve will cut interest rates in December. Plus, Thinking Machines, the AI startup founded by former OpenAI executive Mira Murati, is in talks to raise funding at a $50 billion valuation. And Cursor CEO Michael Truell discusses the AI-coding startup’s latest fundraise at a $29.3 billion valuation.

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Bloomberg’s Caroline Hyde and Ed Ludlow speak with Cisco CEO Chuck Robbins after the company raised its outlook and showed progress capturing more of the global AI spend. Plus, their conversation with Disney CFO Hugh Johnston on the media giant’s plan to invest in its content slate and streaming bundling. And Tesla is developing support for Apple's CarPlay system in its vehicles, according to sources, working to add one of the most highly requested features by customers.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the continued data center boom, as Anthropic pledges to spend $50 billion building data centers in the US, and Meta announces plans for a $1 billion data center in Wisconsin. Plus, shares of AMD spike after the Nvidia rival projected accelerating growth for its chips. And fitness tracker Whoop eyes an IPO.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in Nvidia shares as SoftBank sells its entire stake in the chipmaker to help bankroll its other AI investments. Plus, CoreWeave CEO Micheal Intrator talks about the company's earnings, data center delay, and efforts to diversify its supply chain. And, Paramount Skydance reports its first earnings since David Ellison's takeover.

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Bloomberg’s Tim Stenovec discusses the rally in tech stocks as risk-on sentiment rises off of hope the US government shutdown could be coming to an end. Plus, tech and media earnings continue, with CoreWeave and Paramount reporting after the closing bell. And San Jose Mayor Matt Mahan talks about the city's growing artificial intelligence infrastructure and its latest data center initiative.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impacts of comments made by OpenAI CFO Sarah Friar that suggested the government might backstop AI chip investments. Plus, they dig into Elon Musk’s bold promises for Tesla, after shareholders approved a $1 trillion compensation package. And the CEOs of Affirm and DraftKings discuss their companies' earnings.

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Bloomberg’s Caroline Hyde and Ed Ludlow speak with Qualcomm CEO Cristiano Amon about the company's earnings and the outlook for AI. Plus they break down earnings from Chime, Lyft, Robinhood and Figma. And investors explain the reasons behind their votes for and against Tesla's proposed  $1 trillion pay package for Elon Musk.  

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Bloomberg’s Ed Ludlow discusses AMD’s earnings as AI valuation concerns from investors continue. Plus, New York City’s tech sector prepares to work with the city’s Mayor-elect Zohran Mamdani. And all eyes on Tesla as the company's shareholders are set to vote on the proposed $1 trillion pay package for Elon Musk.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in tech shares as concerns grow about the sustainability of the AI rally. Plus, as earnings season continues, they break down results from Palantir, Uber, Spotify and Grab. And the world's largest sovereign wealth fund votes against Tesla's proposed pay package for CEO Elon Musk.

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Bloomberg’s Caroline Hyde discusses Amazon’s $38 billion deal to supply OpenAI with Nvidia chips, as the AI investment boom continues. Plus, Xiaomi's pivot from smartphones to electric vehicles may have come at a human cost. And Palantir’s earnings are expected to show continued excitement for AI and defense tech. 

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Bloomberg’s Caroline Hyde discusses investors' reactions to earnings releases from Amazon, Apple, Twilio and others. Plus, Nvidia CEO Jensen Huang still hopes to sell its Blackwell chips to customers in China. And CoreWeave CEO Michael Intrator says his company’s relationship with Core Scientific is still strong, even after the latter’s shareholders rejected an acquisition offer.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss earnings from Alphabet, Microsoft and Meta as Apple and Amazon prepare to report after the bell. Plus, Roblox CEO David Baszucki discusses the platform’s user growth which added to the company’s costs. And President Trump and China's Xi Jinping discussed trade and chips during a meeting in South Korea.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s impact on the market as the chipmaker becomes the first $5 trillion firm off the back of its GTC event. Plus, Alphabet, Microsoft and Meta are all set to report results after the closing bell today. And AI startup Character.AI will ban kids from having conversations with chatbots on its platform.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss OpenAI’s agreement to give Microsoft a 27% stake in the startup as part of a restructuring plan that clears the path for the ChatGPT maker to become a for-profit business. Plus, the chair of Tesla’s board of directors talks about efforts to convince investors to approve the proposed $1 trillion compensation package for Elon Musk. And Nvidia plans to make a $1 billion equity investment in Nokia, this as Nvidia’s GTC conference gets underway in DC.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Qualcomm’s jump into the AI data center market with new chips and computers that could challenge Nvidia. Plus, investors prepare for a big week of tech earnings with Microsoft, Google, Meta, Amazon and Apple all reporting. And Crusoe CEO Chase Lochmiller discusses the AI data center startup’s new $10 billion valuation.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s earnings, as the chipmaker returned to profitability and gave an upbeat revenue forecast. Plus, banks are preparing to launch a $38 billion debt offering to help fund data centers tied to Oracle. That comes as the Bank of England begins to probe data center lending amid fears of an AI bubble. And Mistral CEO Arthur Mensch discusses the company's release of a new platform to help enterprise clients make customizable AI tools.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the plunge in Tesla’s profits that came despite record vehicle sales and the ongoing debate around the proposed trillion dollar pay package for Elon Musk. Plus, the White House says it is weighing broad software restrictions against China, as the country pushes for tech self-reliance. And T-Mobile’s incoming CEO Srini Gopalan discusses the company’s third quarter earnings as it adds 1 million new mobile phone subscribers.

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Bloomberg’s Ed Ludlow looks at the impact of discussions between Anthropic and Google for the AI startup to take additional computing power from Google, valued in the high tens of billions of dollars. Plus, tech earnings season is underway with Netflix and Texas Instruments disappointing investors. And AT&T CEO John Stankey discusses the impact of the iPhone 17 launch and growth of broadband customers.

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Bloomberg’s Ed Ludlow discusses OpenAI’s secretive project to train its artificial intelligence to build financial models and what that could mean for junior bankers. Plus, President Trump announced a deal with Australia on rare earths to counter China's dominance. And shares of Warner Bros. Discovery jumped after the company said it has expanded a strategic review of the business to maximize shareholder value.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of an outage at Amazon Web Services, causing widespread disruption. Plus, President Trump lists rare earths among his top priorities as the US and China resume trade talks. And IBM and Groq partner up to provide ultra-high-speed, low latency AI capabilities to enterprise customers.

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Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of curiosity and tenacity to weekly conversations with world leaders, business titans, and cultural icons, revealing who they really are and how they see the world changing around them.

Follow the podcast wherever you listen, so you don't miss an episode.
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Bloomberg Tech's Caroline Hyde discusses the growing China-US trade tensions as President Donald Trump gets set to meet China's Xi Jinping. Plus, billions of dollars in the crypto markets disappear as altcoins fall. And, Apple gets into touch with plans to revamp its MacBook lineup with touch displays.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC's third-quarter results, which beat expectations and provided a positive outlook buoyed by strong AI demand. Plus, China unveils export controls on its rare-earth supply chain, sparking a global pushback. And the head of Apple’s ChatGPT-like search effort leaves in another blow to the company’s AI ambitions.

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Bloomberg’s Caroline Hyde breaks down ASML’s earnings as the AI boom continues to fuel demand for its cutting-edge chip-making machines. Plus, deals to develop data centers just keep coming, among them Microsoft and UK startup NScale inking a fourth deal. And Apple updates its top-of-the-line iPad Pro and other products with its own in-house chip.

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Bloomberg’s Caroline Hyde and Ed Ludlow break down the escalating trade tensions between China, the US... and now Europe too and what it means for the tech sector. Plus, concerns of an AI bubble grow louder among global fund managers and Instagram's Global Director of Policy on how the app is making some changes with tighter content restrictions for teenagers.

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Bloomberg’s Caroline Hyde breaks down the latest deal by OpenAI with a chipmaker, this time with Broadcom. Plus, tech stocks bounce back as President Donald Trump signaled openness to a deal with China amid the latest trade showdown. And Warner Brothers Discovery rejects a takeover offer from Paramount Skydance, deeming it too low, according to sources.

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Bloomberg Tech's Caroline Hyde and Ed Ludlow are live in LA for Bloomberg Screentime 2025, speaking with celebrities, entrepreneurs and leaders across the media, gaming and streaming landscape. NPR CEO Katherine Maher discusses the state of media under the Trump administration, Twitch CEO Dan Clancy and Scopely COO Eunice Lee weigh in on the gaming landscape, while streamer Imane Anys - aka “Pokimane” - dives into the business of streaming and building a following.

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Bloomberg Tech's Caroline Hyde and Ed Ludlow are live in LA for Bloomberg Screentime 2025, speaking with celebrities, entrepreneurs and leaders across the media, gaming and streaming landscape. NPR CEO Katherine Maher discusses the state of media under the Trump administration, Twitch CEO Dan Clancy and Scopely COO Eunice Lee weigh in on the gaming landscape, while streamer Imane Anys - aka “Pokimane” - dives into the business of streaming and building a following.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the curious financial structure Elon Musk’s AI startup, xAI, is using to expand its ongoing fundraise. Plus, Tesla unveils cheaper versions of its top-selling EV models. And, the UK Minister for AI discusses increased investments between the UK and US on tech innovation.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise of Dell’s shares after the company nearly doubled its growth estimates for sales and profit through to fiscal 2030. Plus, CoreWeave CEO Michael Intrator talks about the company’s latest acquisition and weighs in on the wave of compute deals. And, Tesla is expected to announce a new cheaper version of its Model Y.

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AMD CEO Lisa Su and OpenAI President Greg Brockman join Bloomberg Tech to weigh in on the two companies' deal to roll out AI infrastructure, a pact the chipmaker said could generate tens of billions of dollars in new revenue. Plus, White House AI and Crypto Czar David Sacks defends the Trump administration’s approach to China in the context of the global AI race, and Meta CMO Alex Schultz has a new book on how AI is changing the advertising landscape.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss findings that Huawei's Ascend AI processors contain advanced components from TSMC, Samsung, and SK Hynix. Plus, Rivian is reworking the manual release on its vehicle doors after employees and customers raised concerns over potential safety issues. And Beijing dangles the promise of investments in the US as it pushes President Trump to reverse national-security restrictions on Chinese deals.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss OpenAI becoming the largest startup after it closed a deal allowing current and former employees to sell shares at a $500 billion valuation. Plus, Tesla's vehicle sales jumped to a worldwide record in the third quarter as US buyers got in before US tax credits expired. And Microsoft has inked more than $33 billion in commitments to neocloud providers, as it aims to cope with a shortage of AI data center capacity.

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Bloomberg’s Caroline Hyde and Ed Ludlow unpack the news that Samsung and SK Hynix have reached early-stage agreements to supply chips and other gear to OpenAI’s Stargate data center project. Plus, Wellington Management Head of Late-Stage Growth, Matt Witheiler, talks about the opportunities in the private markets as tech firms stay private longer. And Google, Amazon and Peloton are out with new AI-powered devices.

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