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AI Boom Drives ASML Higher as Nvidia Bets on Europe

Bloomberg’s Ed Ludlow breaks down ASML’s earnings after the company raised its sales forecast for 2026 and said it aims to increase production of its chip-making machines to keep up with soaring AI spending. Plus, Nvidia CEO Jensen Huang announces plans to invest an additional $2 billion in European deals. And, an inside look at…

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Bloomberg’s Ed Ludlow breaks down ASML’s earnings after the company raised its sales forecast for 2026 and said it aims to increase production of its chip-making machines to keep up with soaring AI spending. Plus, Nvidia CEO Jensen Huang announces plans to invest an additional $2 billion in European deals. And, an inside look at the making of Grand Theft Auto VI, expected to be the biggest video game blockbuster of all time.

00:00:00 – Bloomberg Tech Begins
00:00:52 – Sarah Jacobs, Bloomberg News
00:04:12 – Antonella Frongillo, Intesa Sanpaolo
00:12:42 – Ian King, Bloomberg News
00:19:24 – Rachel Metz, Bloomberg News
00:23:31 – Erik Bernhardsson, Modal CEO
00:28:52 – Sarah Friar, OpenAI CFO
00:31:41 – Chuck Robbins, Cisco Chair & CEO
00:34:26 – Frank McCleary, Arthur D. Little
00:40:22 – Jason Schreier, 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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3 Comments

3 Comments

  1. @TdmtCienohOui

    October 14, 2026 at 4:08 pm

    Bonsoir sa va

    • @sergeewong9715

      October 14, 2026 at 6:03 pm

      Ça va mon ami

  2. @LoisLaneANA

    October 14, 2026 at 5:11 pm

    GTA VI will have to overcome both its worn style of gaming it has (far behind Fallout, ie) and the new Cloud AI services, which promise to dis-assemble its whole program just hours after its release.
    Even the biggest game publishers are overshadowed already by the big AI Cloud providers, each of which has profits as big as one of the biggest countries on Earth.
    So, legally GTA VI will have little to do with what happens after its release.
    (I predict a similar ‘bye bye’ like Adobe is calling after all its sofware is cloned and free on the Internet already)

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Bloomberg Technology

Tech Mostly Higher After Democrats Win Control of Congress

Bloomberg’s Carol Massar takes a look at what a blue wave means for the tech sector after Democrats won control of the US House and Senate in the midterm elections. Plus, AMD’s forecast exceeds estimates as chip demand soars, showing the semiconductor supercycle still has legs. And the AI capital raise continues, as Meta kicks…

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Bloomberg’s Carol Massar takes a look at what a blue wave means for the tech sector after Democrats won control of the US House and Senate in the midterm elections. Plus, AMD’s forecast exceeds estimates as chip demand soars, showing the semiconductor supercycle still has legs. And the AI capital raise continues, as Meta kicks off a six-part debut euro bond offering, adding to a record wave of corporate bond deals in Europe.

00:00:00 – Bloomberg Tech Begins
00:00:52 – Isabelle Lee on markets after elections
00:02:27 – Tyler Kendall on Democrats huge wins in Midterms
00:05:09 – Brody Ford on Blue wave effect on data center build out
00:06:54 – Jordan Fitzgerald on Musk firms may face higher regulation
00:09:54 – Ian King on Qualcomm
00:12:02 – John Vinh, Keybanc Capital Markets on AMD and Qualcomm
00:17:59 – Ygal Arounian, Wedbush on Uber 3Q Earnings
00:24:43 – Michael Shepard on Tech-Washington Ties
00:28:31 – Robert Schiffman on Meta Euro Bond Debut
00:32:05 – Arushi Sharma Frank, Luminary Strategies on data center post-election
00:39:35 – Anis Uzzaman, Pegasus Tech Ventures on AI opportunities
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Data Center Buildout Could Help Energy Prices

Data centers can be assets to energy resources and the power grid, says Arushi Sharma Frank, founder and CEO of Luminary Strategies. The former US energy market policy lead at Tesla discusses how the midterm results could impact the AI buildout, and why Elon Musk’s plan to put data centers in space offers diversification for…

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Data centers can be assets to energy resources and the power grid, says Arushi Sharma Frank, founder and CEO of Luminary Strategies. The former US energy market policy lead at Tesla discusses how the midterm results could impact the AI buildout, and why Elon Musk’s plan to put data centers in space offers diversification for the chip sector. She joins Carol Massar on “Bloomberg Tech.”
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Bloomberg Technology

AI Buildout Faces Upheaval After US Election Rout

Democrat Gina Hinojosa’s win in the Texas governor’s race exemplifies the uphill battle the data center buildout could face in the wake of the midterms. Election results threaten to slow infrastructure development and hamper the pace of AI rollouts that companies are counting on to boost their bottom lines. Bloomberg’s Brody Ford joins Carol Massar…

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Democrat Gina Hinojosa’s win in the Texas governor’s race exemplifies the uphill battle the data center buildout could face in the wake of the midterms. Election results threaten to slow infrastructure development and hamper the pace of AI rollouts that companies are counting on to boost their bottom lines. Bloomberg’s Brody Ford joins Carol Massar on “Bloomberg Tech.”
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