Bloomberg Tech

Afleveringen

• Nvidia's AI Push, Paramount's Merger Pause & China's AI Race 21.07.2026 39min

  Bloomberg's Ed Ludlow breaks down Nvidia's latest AI chip rollout, as the company says its next-generation processors are now shipping to customers and entering full production. Plus, a judge hits pause on Paramount's merger with Warner Bros. Discovery, throwing the blockbuster media deal into limbo. And, Sameer Dholakia of Bessemer Venture Partners joins to discuss the AI race's next phase, with Washington promising to scrutinize Chinese models as investors hunt for the next big winners.See omnystudio.com/listener for privacy information.
• The AI Race, Starship and Silicon Valley's Defense Bet 20.07.2026 43min

  Bloomberg’s Ed Ludlow breaks down what Moonshot's Kimi K3 means for the race with OpenAI, Anthropic and the chipmakers powering it. Plus, SpaceX gears up for a second attempt at a Starship test flight later this week, and Andreessen Horowitz signs defense investor and military vet Connor Love to the firm's American Dynamism team.See omnystudio.com/listener for privacy information.
• China's Moonshot, Netflix's Slump & Greylock's $1.5B Bet 17.07.2026 44min

  Bloomberg’s Ed Ludlow looks at Chinese startup Moonshot's latest model, which it says can compete with the best from OpenAI and Anthropic. Plus, Netflix shares tumble after the streaming giant warns of slowing sales growth for a second straight quarter, and Greylock - one of the oldest venture firms - just raised $1.5 billion for its 18th fund. We speak with partner Saam Motamedi.See omnystudio.com/listener for privacy information.
• TSMC Slides, Saronic Invests in Texas, GameStop Makes Its Move 16.07.2026 48min

  Bloomberg’s Ed Ludlow breaks down TSMC's results and the company's announcement of a higher commitment for its US buildout. Plus, he speaks with the CEO of autonomous maritime drone company Saronic and Texas Governor Greg Abbott about why Saronic is making a $3.2 billion bet on Texas. And, GameStop CEO Ryan Cohen joins to discuss the company's bid for eBay.See omnystudio.com/listener for privacy information.
• AI Selloff, Apple vs. OpenAI & the Future of Defense Tech 14.07.2026 48min

  Bloomberg’s Ed Ludlow breaks down why an AI-fueled stock rout in South Korea spilled over into the US market Monday, sending SK Hynix ADRs falling in their second US trading day. Plus, Apple and OpenAI's AI rivalry enters the courtroom, with Apple filing a sweeping trade secrets lawsuit against the ChatGPT maker. And, FCC Chairman Brendan Carr joins to talk regulating space, and Palantir co-founder and 8VC managing partner Joe Lonsdale sits down with Ed to discuss his outlook for the defense tech sector.See omnystudio.com/listener for privacy information.
• SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price 10.07.2026 43min

  Bloomberg’s David Gura hosts a special edition of Bloomberg Tech as SK Hynix starts trading on the Nasdaq, in what is the biggest-ever US listing by a foreign company. He recaps Ed Ludlow's sit-down interview with SK Group Chairman Chey Tae-won from the Nasdaq, and dives deeper into the listing's impact on the rest of the US chip sector.See omnystudio.com/listener for privacy information.
• Special Edition: SK Chairman Chey Tae-won on SK Hynix's US Debut 10.07.2026 30min

  SK Group Chairman Chey Tae-won joins Bloomberg's Ed Ludlow to discuss SK Hynix's public listing. Fresh off a landmark US stock offering for the conglomerate’s memory-chip business, Tae-won said he has an ambitious plan to invest more money in America. SK Group is already putting more than $35 billion into the US, Chey said Friday in an interview with Bloomberg Television. “My plan is at a much bigger number,” he said, “much, much, much bigger than $35 billion.”See omnystudio.com/listener for privacy information.
• SK Hynix US Listing Demand Soars 09.07.2026 44min

  Bloomberg’s Ed Ludlow takes a look at SK Hynix's oversubscribed US listing, priming the Korean memory maker for the biggest ever foreign first-time-share-sale in America. Plus, Micron boosts its spending on new American plants to $250 billion to meet surging memory demand; and Meta unveils its latest AI model, pricing it aggressively and talking up its agentic capabilities versus Google's Gemini.See omnystudio.com/listener for privacy information.
• Jittery Tech Markets; OpenAI Gets BofA Credit Line 08.07.2026 41min

  Bloomberg’s Ed Ludlow breaks down mixed tech markets following US-Iran jitters, which revived risk-off sentiment and sent oil higher. Plus, OpenAI gets a $520 million credit line from Bank of America, while the ChatGPT maker prepares to roll out its most advanced model on Thursday. And, Eric Hippeau from Lerer Hippeau discusses the early stage investing landscape at a time of ballooning AI valuations.See omnystudio.com/listener for privacy information.
• AI Chip Selloff Spreads Across Global Markets 07.07.2026 44min

  Bloomberg’s Ed Ludlow breaks down Samsung's quarterly profit that surged on memory demand, and why it still wasn't enough for investors. Plus, Amazon is back in the bond market, looking to raise at least $25 billion to fund spending on AI infrastructure; and SpaceX joins the Nasdaq 100 Index as sell-side coverage of Elon Musk's company kicks off.See omnystudio.com/listener for privacy information.
• Broadcom, Apple Expand Custom Chip Partnership 06.07.2026 44min

  Bloomberg’s Ed Ludlow breaks down Apple's big bet on Broadcom for the future, extending its custom chip partnership through 2031. Plus, Microsoft eyes a massive reorganization of its Xbox unit with plans to eliminate 20% of its staff over the next year, and SK Hynix begins marketing its US listing with plans to sell roughly $28 billion in American depositary receipts.See omnystudio.com/listener for privacy information.
• Tesla Deliveries Jump 25% 02.07.2026 43min

  Bloomberg’s Ed Ludlow breaks down reports that OpenAI is holding early-stage discussions about giving the US government a 5% equity stake. Plus, Tesla's delivery numbers rose 25% from a year ago, beating Wall Street's expectations by a wide margin, the CEO of Microsoft's commercial business discuss the tech giant's plan to set up a new organization with 6,000 employees to help businesses use AI.See omnystudio.com/listener for privacy information.
• Meta to Build Cloud Business to Sell Excess AI Compute 01.07.2026 43min

  Bloomberg’s Ed Ludlow breaks down Meta's plans to develop its own cloud infrastructure business aimed at selling access to AI computing power and models. Plus, the Trump administration lifts foreign access restrictions on Anthropic's Fable 5 AI model. And, Lime CEO Wayne Ting joins as the company gets ready to debut on the Nasdaq.See omnystudio.com/listener for privacy information.
• Chip Stocks on Track for Best Quarter Ever 30.06.2026 44min

  Bloomberg’s Ed Ludlow breaks down what's behind the chip stock rally, with the sector heading toward its best quarter ever. Plus, Taiwan raids the offices of Super Micro as part of an investigation into the alleged smuggling of Nvidia chips into China. And, how a billion-dollar misunderstanding has left Korean investors empty-handed in the blockbuster SpaceX IPO.See omnystudio.com/listener for privacy information.
• Rocket Lab Targets SpaceX's Starlink Dominance in New Deal 29.06.2026 44min

  Bloomberg’s Ed Ludlow speaks with the CEO of Rocket Lab about the company's biggest bet yet: buying Iridium in an $8 billion deal to challenge SpaceX in the orbital economy. Plus, South Korean firms, including Samsung and SK Hynix will spend at least $880 billion on chips and data centers, as the country seeks to maintain its edge in the AI era; and Anthropic wins US approval to restore some access to its Mythos 5 AI model after resolving concerns about the technology's potential threats to national security.See omnystudio.com/listener for privacy information.
• OpenAI Weighs IPO in 2027 26.06.2026 49min

  Bloomberg’s Ed Ludlow breaks down OpenAI's decision to potentially hold off on an IPO until next year - sending shares of SoftBank falling. Plus, global tech stocks drop after Apple hikes hardware price due to a memory crunch, and SpaceX's $25 billion bond sale is off to a rocky start.See omnystudio.com/listener for privacy information.
• OpenAI Weighs IPO in 2027 26.06.2026 49min

  Bloomberg’s Ed Ludlow breaks down OpenAI's decision to potentially hold off on an IPO until next year - sending shares of SoftBank falling. Plus, global tech stocks drop after Apple hikes hardware price due to a memory crunch, and SpaceX's $25 billion bond sale is off to a rocky start.See omnystudio.com/listener for privacy information.
• Micron, Qualcomm Show Strong AI Demand 25.06.2026 44min

  Bloomberg’s Ed Ludlow breaks down Micron's blowout AI-fueled forecast shattering Wall Street's projections, and Qualcomm CEO Cristiano Amon joins to weigh on the company's own earnings and strong annual sales forecast. Plus, Apple raises prices on some hardware, an extreme measure in direct response to the memory and storage crunch.See omnystudio.com/listener for privacy information.
• OpenAI Unveils First Custom AI Chip With Broadcom 24.06.2026 47min

  Bloomberg’s Ed Ludlow takes a look at OpenAI's first custom AI chip, called Jalapeno, developed in partnership with Broadcom. Plus, SK Hynix is planning to raise $29 billion in a landmark US listing, and Cerebras CEO Andrew Feldman weighs in on the company's first quarterly earnings since going public.See omnystudio.com/listener for privacy information.
• SpaceX Wavers Near $2T Market Cap After 3-Day Rout 23.06.2026 44min

  Bloomberg’s Ed Ludlow breaks down why SpaceX shares are feeling a gravitational pull as Musk's company launches its debut bond sale. Plus, tech stocks sell off worldwide as Wall Street gets an AI wake-up call, and Menlo Ventures partner Venky Ganesan joins after the firm raises its biggest fund ever with $3 billion to back AI startups.See omnystudio.com/listener for privacy information.