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Nvidia Opens AI Ecosystem to Rivals, Apple AI Struggles | Bloomberg Technology

Bloomberg’s Ed Ludlow breaks down why the Magnificent Seven are lower on Monday as investor sentiment sours more broadly following Moody’s US credit downgrade. Plus, Nvidia says it will allow customers to use rival chipmakers in an effort to expand its AI ecosystem, and Apple has been spending billions of dollars on AI but insiders…

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Bloomberg’s Ed Ludlow breaks down why the Magnificent Seven are lower on Monday as investor sentiment sours more broadly following Moody’s US credit downgrade. Plus, Nvidia says it will allow customers to use rival chipmakers in an effort to expand its AI ecosystem, and Apple has been spending billions of dollars on AI but insiders say it still can’t get it right.
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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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7 Comments

7 Comments

  1. @J.D248

    May 19, 2025 at 7:28 pm

    Do you guys actually see the market??? Not volatile.

  2. @HieouyaAgnèsDoyo

    May 19, 2025 at 8:32 pm

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    • @ShinodaPbp

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    • @JamesGreen-j7b

      May 19, 2025 at 8:33 pm

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    • @ShinodaPbp

      May 19, 2025 at 8:33 pm

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    • @JamesGreen-j7b

      May 19, 2025 at 8:33 pm

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  3. @someonewhoexist

    May 19, 2025 at 9:00 pm

    Nice maybe Jensen huang might have a partner in me. If he plays his cards right with me and shows respect. I’m open to the idea

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Bloomberg Technology

Alibaba’s AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026

Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems. 00:00:00 –…

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Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems.

00:00:00 – Bloomberg Tech Begins
00:01:49 – Peter Elstrom, Bloomberg News
00:04:44 – Marta Norton, Empower
00:12:39 – Vlad Tenev, Robinhood CEO
00:15:06 – Brody Ford, Bloomberg News
00:19:51 – Rachel Metz, Bloomberg News
00:24:03 – Rebecca Torrence, Bloomberg News
00:26:18 – Andrew Kreitz, Castelion
00:33:24 – Navin Chaddha, Mayfield
00:41:18 – Greg Ryan, Bloomberg News
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Bloomberg Technology

Mayfield Bets on AI’s Earliest Founders

Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield…

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Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield is resisting the industry’s push toward ever-larger funds to stay focused on early-stage investing. He joins Ed Ludlow on “Bloomberg Tech.”
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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Bloomberg Technology

The Defense Startup Taking a SpaceX Approach to Missiles

Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at…

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Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at SpaceX shaped Castelion’s approach. He joins Ed Ludlow on “Bloomberg Tech.”
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Like this video? Subscribe to Bloomberg Technology on YouTube:

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

 
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