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Apple Forecasts Sales Growth Amid Memory Shortage | Bloomberg Tech 5/1/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s strong outlook amid the continued memory supply crunch. Plus, Roblox CEO Dave Baszucki discusses the gaming platform’s “aggressive push to enhance safety” that tempered user growth. And, Bloomberg spoke with OpenAI CFO Sarah Friar who pushes back on a report that the AI leader is missing its…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s strong outlook amid the continued memory supply crunch. Plus, Roblox CEO Dave Baszucki discusses the gaming platform’s “aggressive push to enhance safety” that tempered user growth. And, Bloomberg spoke with OpenAI CFO Sarah Friar who pushes back on a report that the AI leader is missing its own targets.

Chapters:
00:00:00 – Intro
00:10:44 – OpenAI CFO Sees ‘Vertical Wall of Demand’
00:17:41 – Twilio CEO Khozema Shipchandler
00:26:50 – Roblox CEO David Baszucki
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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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2 Comments

2 Comments

  1. @GrahamBrook-g4n

    May 2, 2026 at 5:15 am

    Brookco limited companies copyrights Google Chrome extentions plus and pro max stripe Google engine cloud computrising grok5 claude4.7 and spacex and Gemini 4.2 information government websites globally quantum ai machines learning and electronics and electronic technology and machanical and machanics Microsoft copilot and philosophy and physics quantum ai machines learning mod raf and nhs navys suberines police army’s mi5 mi6 payloads ai quantum nw572119b grahambrook

  2. @OmarSerajKazi

    May 2, 2026 at 9:36 am

    Apple hype is unreal. They are flooding their market with cheap entry level products to hide the lack of new high end customers and the Snapdragon threat. Their hardware is NOT ready to run AI tools and they are struggling with SLMs, so they’ll need Google’s help with Gemma 3n.

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Bloomberg Technology

Drone Maker Ondas Says the ‘Arms Race’ Has Started

Ondas, which develops drones and secures wireless communications, has agreed to buy autonomous aircraft maker DZYNE Technologies in a cash-and-stock deal worth over $875 million, which will turn Ondas into a full-service autonomous defense technology platform. Ondas Chairman and CEO Eric Brock joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg…

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Ondas, which develops drones and secures wireless communications, has agreed to buy autonomous aircraft maker DZYNE Technologies in a cash-and-stock deal worth over $875 million, which will turn Ondas into a full-service autonomous defense technology platform. Ondas Chairman and CEO Eric Brock joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Apple, Broadcom Expand Custom Chip Partnership | Bloomberg Tech 7/06/2026

Bloomberg’s Ed Ludlow breaks down Apple’s big bet on Broadcom for the future, extending its custom chip partnership through 2031. Plus, Microsoft eyes a massive reorganization of its Xbox unit with plans to eliminate 20% of its staff over the next year, and SK Hynix begins marketing its US listing with plans to sell roughly…

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Bloomberg’s Ed Ludlow breaks down Apple’s big bet on Broadcom for the future, extending its custom chip partnership through 2031. Plus, Microsoft eyes a massive reorganization of its Xbox unit with plans to eliminate 20% of its staff over the next year, and SK Hynix begins marketing its US listing with plans to sell roughly $28 billion in American depositary receipts.

00:00:00 – Bloomberg Tech Begins
00:01:24 – Mark Gurman, Bloomberg News
00:03:49 – Bailey Lipschultz, Bloomberg News
00:07:15 – Janet Mui, RBC Brewin Dolphin
00:13:23 – Jason Schreier, Bloomberg News
00:17:11 – Cristóbal Valenzuela, Runway CEO
00:24:06 – Lauren Cassidy, Founders 100 ETF
00:31:08 – Gerry Doyle, Bloomberg News
00:34:03 – Eric Brock, Ondas Chairman & CEO
00:40:58 – Anurag Rana, Bloomberg News

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

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Bloomberg Technology

Runway Expands Global AI Footprint

Runway is going global, with the AI video company opening new hubs in London, Tokyo, and Paris, and plans to invest nearly $300 million over the next few years as it scales its business and AI research. Runway co-founder and CEO Cristóbal Valenzuela joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to…

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Runway is going global, with the AI video company opening new hubs in London, Tokyo, and Paris, and plans to invest nearly $300 million over the next few years as it scales its business and AI research. Runway co-founder and CEO Cristóbal Valenzuela joins Ed Ludlow 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:

 
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