Bloomberg Tech

Episodios

• Alphabet To Raise $80B in Equity, Anthropic Files For IPO 02.06.2026 46m

  Bloomberg’s Caroline Hyde and Ed Ludlow break down why Alphabet wants to raise $80 billion in equity to fund AI infrastructure expansion, while Anthropic makes its IPO move and files confidentially to go public, pulling ahead of rival OpenAI in the IPO race. Plus, Elon Musk's SpaceX is negotiating to pay razor-thin fees to Wall Street firms handling its IPO, and HPE CEO Antonio Neri joins on the company's annual sales outlook beating estimates on the back of massive AI infrastructure demand.See omnystudio.com/listener for privacy information.
• Nvidia Gets Into the PC Market With New Chip 01.06.2026 44m

  Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia's next target: the PC. A new AI chip sends Nvidia and related stocks soaring while rivals slide after Jensen Huang's Computex keynote. Plus, all eyes on SpaceX as the upcoming mega IPO is already reshaping Wall Street. And, what to expect from New York Tech Week, kicking off today.See omnystudio.com/listener for privacy information.
• SpaceX Lowers IPO Valuation Target 29.05.2026 44m

  Bloomberg’s Tim Stenovec breaks down why SpaceX is coming back down to Earth with a slightly lower valuation in its IPO. Plus, Anthropic closes a funding round at a whopping $965 billion valuation, surpassing OpenAI for the first time in the AI race; and Dell surges after the hardware giant's outlook far surpassed Wall Street estimates.See omnystudio.com/listener for privacy information.
• BONUS: Dell CFO David Kennedy Talks Earnings & Upbeat Outlook Fueled by AI 29.05.2026 5m

  Dell CFO David Kennedy joins Bloomberg Tech co-host Ed Ludlow to talk about AI server demand and how that boosted the company's annual sales forecast. Kennedy also comments on Dell's $9.7 billion Pentagon software deal. See omnystudio.com/listener for privacy information.
• Snowflake Jumps Most Since 2020 After Amazon Deal 28.05.2026 44m

  Bloomberg’s Caroline Hyde and Ed Ludlow break down Snowflake's share moves after the software maker gave a strong outlook and signed a $6 billion deal with Amazon. Plus, Bloomberg News pulls back the curtains on Apple's revamped Siri design ahead of its WWDC debut. And, Meta introduces paid chatbot subscriptions to help offset its AI infrastructure costs.See omnystudio.com/listener for privacy information.
• BONUS: NASA's Jared Isaacman on Ramping Up Space Missions & SpaceX 27.05.2026 12m

  NASA Administrator Jared Isaacman joins Bloomberg Tech to discuss the agency's plans for a so-called "Moon Base" that will eventually allow for a permanent human presence on the lunar surface. He says they're looking at 2027 through 2029 for phase one and 2029 through the early 2030s for phase two. He adds that SpaceX is hands down their greatest commercial space company.He speaks with Ed Ludlow and Caroline Hyde.See omnystudio.com/listener for privacy information.
• SK Hynix, Micron Join $1 Trillion Market Cap Club 27.05.2026 45m

  Bloomberg’s Caroline Hyde and Ed Ludlow discuss Micron and SK Hynix joining the $1 trillion market cap club and seeing continued momentum. Plus, Taiwanese prosecutors suspect three individuals of smuggling Nvidia chips to China through Japan, and XPRIZE founder and early SpaceX investor Peter Diamandis joins to discuss SpaceX's IPO as the company celebrates a major Starship milestone.See omnystudio.com/listener for privacy information.
• China Expands Travel Curbs to Top AI Talent 26.05.2026 44m

  Bloomberg’s Caroline Hyde and Ed Ludlow discuss how China is tightening its grip on AI by targeting top AI professionals' overseas travel. Plus, big banks are looking to hire more AI specialists and shrink traditional banking roles, and SpaceX kicks off a tech IPO bonanza.See omnystudio.com/listener for privacy information.
• Blo, Lenovo Soars on AI Growth 22.05.2026 36m

  Bloomberg’s Ed Ludlow breaks down what comes next after a critical Starship launch was scrubbed, and he discusses what that means for the space company's planned mega IPO with a SpaceX alumni and an early investor. Plus, an exclusive conversation with Lenovo CFO Winston Cheng after the world-leading PC maker soars post-earnings on strong AI growth.See omnystudio.com/listener for privacy information.
• SpaceX Files for Nasdaq IPO 21.05.2026 44m

  Bloomberg’s Ed Ludlow breaks down SpaceX pitching a $28.5 trillion opportunity, from AI to Mars, ahead of an all-time blockbuster IPO. Plus, Nvidia fails to reignite the AI trade as CEO Jensen Huang pushes to diversify the chipmaker, saying AI is set to go mainstream. And, another major IPO on the horizon with OpenAI preparing for a filing which could come as soon as Friday.See omnystudio.com/listener for privacy information.
• Nvidia Earnings In Focus; SpaceX Eyes Historic IPO 20.05.2026 44m

  Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings report, as investors anxiously await for the world’s most valuable company to show whether it can continue delivering the explosive growth fueling the AI boom. Plus, SpaceX inches closer to launch with an imminent IPO filing. And, a deep dive into SoftBank's bet on OpenAI as insiders grow worried that Masayoshi Son is too tied to the AI giant.See omnystudio.com/listener for privacy information.
• Google, Blackstone to Create AI Cloud Firm 19.05.2026 44m

  Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google's decision to create an AI cloud business with Blackstone which will run on Google's homegrown AI chips. Plus, the legal battle between Elon Musk and his OpenAI co-founders ends with a jury ruling that Musk waited too long to sue. And, Meta bets big on Louisiana for the world's biggest AI facility, as it plans AI-related layoffs this week.See omnystudio.com/listener for privacy information.
• Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China 18.05.2026 20m

  Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloomberg News' Ed Ludlow at Dell World in Las Vegas, Huang says demand in China is “incredible” and expects the market to open further over time.See omnystudio.com/listener for privacy information.
• Nvidia Earnings This Week; Biggest Power Deal in History 18.05.2026 44m

  Bloomberg’s Caroline Hyde discusses what to expect from Nvidia this week as investors anxiously await the company's earnings results. Plus, the AI data center boom triggers the largest power deal in history, the filing for SpaceX's IPO could come as soon as this week, and Ed Ludlow brings the latest from Dell Technologies World in Las Vegas.See omnystudio.com/listener for privacy information.
• Figma CEO Dylan Field on Strong Earnings 15.05.2026 44m

  Figma gave an outlook for revenue in the current period that topped analysts’ estimates, touting early traction from charging users directly for AI features. CEO Dylan Field joins to discuss his company's latest earnings and more. Hosted by Ed Ludlow and Caroline Hyde See omnystudio.com/listener for privacy information.
• Cerebras Goes Public in Year's Biggest IPO 14.05.2026 44m

  Bloomberg’s Ed Ludlow breaks down why Cisco shares jumped the most since 2011 after the company's earnings results. Plus, more details emerge after President Trump's meeting with China's Xi Jinping, Cerebras CEO Andrew Feldman joins ahead of the company's public listing, and Caroline Hyde sits down with the CEOs of Ericsson and Oura on the sidelines of the Spark Summit in California.See omnystudio.com/listener for privacy information.
• Anthropic Eyeing Over $900 Billion Valuation 13.05.2026 45m

  Bloomberg’s Caroline Hyde and Ed Ludlow discuss what to expect from the highly anticipated meeting between President Trump and China's Xi Jinping, as Nvidia CEO Jensen Huang gets added to the trip last minute. Plus, Anthropic is looking to raise at least $30 billion in fresh financing at a valuation of more than $900 billion, in what could be its largest funding round yet. And, we speak with Anduril CEO Brian Schimpf as the company hits a $61 billion valuation in its latest funding round.See omnystudio.com/listener for privacy information.
• AI Dividend Proposal Roils Korean Market 12.05.2026 43m

  Bloomberg’s Caroline Hyde and Ed Ludlow discuss comments by a South Korean policymaker that the country should pay citizens a “dividend” using taxes on AI profits. Plus, the largest US derivatives exchange, CME, is planning to create a futures market for computing power, one of the key drivers of the AI boom. And the CEO of SAP talks about the company’s push into AI agents across business operations.See omnystudio.com/listener for privacy information.
• AI Chipmaker Cerebras Seeks $4.8 Billion in Upsized IPO 11.05.2026 42m

  Bloomberg’s Caroline Hyde and Ed Ludlow discuss Cerebras’ increased IPO plans as the AI chipmaker and data center operator boosts its offering plans by one-third to as much as $4.8 billion. Plus, Circle CEO Jeremy Allaire explains what drove the company’s first-quarter revenue and his vision of an agent-led future. And Google researchers say they have uncovered the first-ever zero-day attack built by AI.See omnystudio.com/listener for privacy information.
• CoreWeave Shares Drop After Forecast Sparks Growth Fears 08.05.2026 42m

  Bloomberg’s Caroline Hyde sits down with CoreWeave CEO Michael Intrator to discuss the company's earnings as it builds out data center capacity. Plus, a deep dive into April's jobs report and the impact of AI on today's workforce with Clara Shih from the New Work Foundation. And, more earnings with Lyft CEO David Risher as the company spends on international expansion.See omnystudio.com/listener for privacy information.