Épisodes

  • US AI Action Plan Targets Rapid Data Center Growth
    Jul 23 2025

    Bloomberg’s Caroline Hyde and Ed Ludlow discuss the newly released U.S. AI Action Plan, which centers on open-source development and aims to expand national data center capacity. Plus, the US National Nuclear Security Administration is among the organizations targeted by hackers exploiting a Microsoft SharePoint flaw. And, Tesla, Alphabet, and IBM are among the companies releasing earnings after markets close.

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    42 min
  • Microsoft Points to Chinese Hackers in SharePoint Breach
    Jul 22 2025

    Bloomberg’s Caroline Hyde and Ed Ludlow discuss the latest update in the Microsoft SharePoint hacking. Plus, OpenAI and Oracle announce plans to expand US data center capacity. And semiconductor maker NPX fails to impress investors with its third-quarter forecast.

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    33 min
  • Microsoft SharePoint Hack, Musk’s Wild Business Bets
    Jul 21 2025

    Bloomberg’s Caroline Hyde discusses the hack of Microsoft SharePoint software that could impact tens of thousands of organizations. Plus, investors prepare for more second-quarter tech earnings. And Elon Musk’s wild bets and his feud with President Trump are creating challenges for his business empire.

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    42 min
  • Netflix Shares Fall Despite Earnings Beat
    Jul 18 2025

    Bloomberg’s Ed Ludlow discusses Netflix earnings as the company’s shares fall. Plus, the CFO of Taiwan Semiconductor Manufacturing discusses the company’s $165 billion US expansion plan. And defense tech startup Hadrian closes a $260 million Series C funding round led by Founders Fund.

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    44 min
  • Uber Plans Robotaxi Partnership with Lucid and Nuro
    Jul 17 2025

    Bloomberg’s Ed Ludlow discusses the impact of AI demand on shares of Taiwan Semiconductor Company. Plus, the President of self-driving startup Nuro explains the company’s plans for a robotaxi partnership with Uber and Lucid. And investors prepare for Netflix earnings, which no longer include subscriber numbers.

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    44 min
  • Musk’s xAI In Talks to Lease Saudi Data Center Capacity
    Jul 16 2025

    Bloomberg’s Ed Ludlow discusses the rise in Nvidia shares as CEO Jensen Huang says he expects to get the first batch of US licenses to export H20 AI chips to China soon. Plus, Elon Musk’s xAI is in talks to lease data center capacity in Saudi Arabia. And markets react to reports that President Trump has held talks about firing Federal Reserve Chair Powell.

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    40 min
  • Nvidia, AMD Set to Resume Some AI Chip Sales to China
    Jul 15 2025

    Bloomberg’s Ed Ludlow discusses changes to US trade restrictions that will allow Nvidia and AMD to sell some AI chips to China. Plus, AI and Crypto Czar David Sacks and Energy Secretary Chris Wright both join from the inaugural Pennsylvania Energy and Innovation Summit. And Cognition AI agrees to buy Windsurf.

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    46 min
  • Panasonic Unveils EV Battery Plant in Kansas
    Jul 14 2025

    Bloomberg’s Ed Ludlow discusses Panasonic’s new electric vehicle battery plant in De Soto, Kansas, with Panasonic NA CEO Megan Myungwon Lee and the CEO of Lucid, a key battery customer. Plus, Bloomberg’s Jackie Davalos breaks down Meta’s plans to spend hundreds of billions of dollars on compute power to build superintelligence. And Bitcoin’s value soars as Congress kicks off Crypto Week.

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    38 min