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Tech Earnings: Google’s Spending, Arm’s AI Data Center Push | Bloomberg Tech 2/5/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer’s outlook and growth in its data center business. And Qualcomm CEO Cristiano Amon talks about the potential impact from component shortages on its revenue for the…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer’s outlook and growth in its data center business. And Qualcomm CEO Cristiano Amon talks about the potential impact from component shortages on its revenue for the period.
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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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25 Comments

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Bloomberg Technology

OpenAI Tops $850 Billion Valuation | Bloomberg Tech 4/1/2026

Bloomberg’s Tim Stenovec discusses OpenAI’s recent mega-funding round that valued the company at $852 billion. Plus, Anthropic blames the accidental release of internal source code behind its Claude coding assistant on human error. And, it’s launch day for Artemis II as NASA prepares to send astronauts back to the moon’s vicinity. Chapters: 00:00:00 – Intro…

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Bloomberg’s Tim Stenovec discusses OpenAI’s recent mega-funding round that valued the company at $852 billion. Plus, Anthropic blames the accidental release of internal source code behind its Claude coding assistant on human error. And, it’s launch day for Artemis II as NASA prepares to send astronauts back to the moon’s vicinity.

Chapters:
00:00:00 – Intro
00:06:09 – Stocks Climb, Oil Slides on War-End Optimism
00:11:33 – OpenAI Valued at $852B in Latest Funding Round
00:16:54 – Musk’s SpaceX Has Filed Confidentially for IPO
00:41:39 – Tesla Sales Expected to Show Slower Demand
——–
“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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Bloomberg Technology

US Needs to Invest More in AI Buildout, Says Cato’s Frazier

Washington is weighing how to build a national framework for artificial intelligence and how to ensure the US can actually deliver on its AI leadership goals, as bottlenecks like energy capacity hamstring the data center buildout. Kevin Frazier, adjunct research fellow at the Cato Institute, speaks with Tim Stenovec on “Bloomberg Tech.” ——– Like this…

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Washington is weighing how to build a national framework for artificial intelligence and how to ensure the US can actually deliver on its AI leadership goals, as bottlenecks like energy capacity hamstring the data center buildout. Kevin Frazier, adjunct research fellow at the Cato Institute, speaks with Tim Stenovec on “Bloomberg Tech.”
——–
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Bloomberg Technology

NASA Artemis II Is Part of the Latest Space Race

NASA’s Artemis II is set to launch, returning astronauts to the moon’s vicinity for the first time in 50 years. Bloomberg’s Ed Ludlow discusses the milestone, the role private firms have played, and what this means for US competition with China. He speaks to Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to…

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NASA’s Artemis II is set to launch, returning astronauts to the moon’s vicinity for the first time in 50 years. Bloomberg’s Ed Ludlow discusses the milestone, the role private firms have played, and what this means for US competition with China. He speaks to Tim Stenovec on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

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

 
Get the latest in tech from Silicon Valley and around the world here:

Connect with us on…
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Follow Ed Ludlow on X here:
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