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Nvidia Earnings, Apple’s AI Macs and OpenAI’s Chip Push | Bloomberg Tech 8/25/2026

Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia’s earnings report on Wednesday, as the stock is on track to snap its seven-session losing streak. Plus, Apple announces new Mac mini and Mac Studio desktop computers with major processor upgrades, and OpenAI says its new Jalapeno chips performed better than Nvidia’s current lineup. 00:00:00…

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Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia’s earnings report on Wednesday, as the stock is on track to snap its seven-session losing streak. Plus, Apple announces new Mac mini and Mac Studio desktop computers with major processor upgrades, and OpenAI says its new Jalapeno chips performed better than Nvidia’s current lineup.

00:00:00 – Bloomberg Tech Begins
00:01:08 – Carmen Reinicke, Bloomberg News
00:04:00 – Sara Araghi, Franklin Templeton
00:12:31 – Mark Gurman, Bloomberg News
00:18:07 – Gautam Narang, Gatik
00:23:05 – Tyler Kendall, Bloomberg News
00:24:36 – Richard Ho, OpenAI
00:35:52 – Noam Schwartz, Alice
00:41:13 – Ryan Vlastelica, Bloomberg News
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Bloomberg Technology

David Sacks: Anthropic, OpenAI Should Slow AI If Deemed Necessary

David Sacks, chair of the President’s Council of Advisors on Science & Technology, says Anthropic and OpenAI should slow development of their most advanced AI models if they believe the technology poses serious risks, but argues they don’t need new regulation to do it. He pushes back against calls for antitrust exemptions and a broader…

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David Sacks, chair of the President’s Council of Advisors on Science & Technology, says Anthropic and OpenAI should slow development of their most advanced AI models if they believe the technology poses serious risks, but argues they don’t need new regulation to do it. He pushes back against calls for antitrust exemptions and a broader regulatory framework, saying today’s frontier AI labs are setting the frontier themselves and do not need “anyone else’s permission.” He also underlines that any approach must account for competition with China, which is unlikely to join a global agreement to slow down AI development. He speaks to Bloomberg’s Ed Ludlow.
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Bloomberg Technology

Cohere CEO Warns Against an AI Safety ‘Cartel’

Cohere CEO Aidan Gomez is pushing back on proposals for the biggest frontier AI labs to coordinate on safety standards, warning that such an approach could entrench dominant players and amount to a “cartel.” Gomez argues that tougher safeguards, independent testing and greater transparency are needed, but says the rules should be shaped by a…

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Cohere CEO Aidan Gomez is pushing back on proposals for the biggest frontier AI labs to coordinate on safety standards, warning that such an approach could entrench dominant players and amount to a “cartel.” Gomez argues that tougher safeguards, independent testing and greater transparency are needed, but says the rules should be shaped by a broader group of stakeholders rather than companies such as Anthropic and OpenAI alone. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

AI’s Frontier Faces Calls for Safety 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 AI-linked stocks under pressure as investors weigh what slower development means for the spending boom. 00:00:00 – Bloomberg Tech Begins…

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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 AI-linked stocks under pressure as investors weigh what slower development means for the spending boom.

00:00:00 – Bloomberg Tech Begins
00:01:11 – Rachel Metz & Mike Shepard, Bloomberg News
00:05:35 – Uday Cheruvu, Harding Loevner
00:12:56 – Rayan Krishnan, VALS AI
00:18:48 – Peter Elstrom, Bloomberg News
00:23:34 – Parmy Olson, Bloomberg Opinion
00:31:02 – David Baszucki, Roblox CEO
00:36:47 – Aidan Gomez, Cohere CEO
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

Like this video? Subscribe and turn on the notifications for Bloomberg Technology on YouTube:

Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

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