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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

Everybody’s Business: Tubi’s Growth Strategy Includes Edgy Merch

At a time when subscriber growth is slowing for streaming giants like Netflix, ad-supported online video services like Tubi are seizing the opportunity, offering viewers abundant content without the cost of a subscription. Tubi’s Chief Content Officer Adam Lewinson joins Max Chafkin and Stacey Vanek Smith on the Everybody’s Business podcast to discuss the company’s…

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At a time when subscriber growth is slowing for streaming giants like Netflix, ad-supported online video services like Tubi are seizing the opportunity, offering viewers abundant content without the cost of a subscription.

Tubi’s Chief Content Officer Adam Lewinson joins Max Chafkin and Stacey Vanek Smith on the Everybody’s Business podcast to discuss the company’s strategy, including cultivating niche genres like horror and offering free, edgy merchandise to capture the Gen Z audience.
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Bloomberg Technology

AI Spending Rolls On as Tech Wealth Hits Records

Companies are spending billions on AI, but actually getting it into production remains a major challenge. Insight Partners sees forward-deployed engineers as part of the solution: embedding directly with customers to turn AI into working products and workflows. Insight Partners Operating Partner Pablo Dominguez joins to discuss why the firm is launching a dedicated practice…

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Companies are spending billions on AI, but actually getting it into production remains a major challenge. Insight Partners sees forward-deployed engineers as part of the solution: embedding directly with customers to turn AI into working products and workflows. Insight Partners Operating Partner Pablo Dominguez joins to discuss why the firm is launching a dedicated practice to help its portfolio companies build that capability. He joins Ed Ludlow on “Bloomberg Tech.”

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:14 – Bloomberg’s Mike Shepard on Hon Hai Beating Sales Estimates
00:04:13 – Carol Schleif, BMO Wealth Management Chief Markets Strategist
00:11:45 – Pablo Dominguez, Insight Partners Operating Partner
00:18:02 – Talking Tech with Yahaira Anand
00:19:14 – Bloomberg’s Nacha Cattan Discusses NYC AI Safety Hearing
00:24:26 – Bloomberg’s Liana Baker Talks Schneider’s Record $23B Acquisition
00:26:48 – Bloomberg’s Dylan Sloan on AI Boom Driving Tech Billionaires’ Best Year Ever
00:32:27 – Tiffany Luck, NEA Partner
00:40:19 – Bloomberg’s Mark Gurman Discusses Apple’s Ternus Putting Focus Back on Design
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Bloomberg Technology

Apple New CEO Ternus Puts Focus Back on Design

Apple’s new CEO is putting his own stamp on the company and making design a much bigger priority. Bloomberg’s Mark Gurman discusses how John Ternus is taking a hands-on role as Apple prepares a wave of new products in this week’s Power On newsletter – also now a podcast. He joins Ed Ludlow on “Bloomberg…

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Apple’s new CEO is putting his own stamp on the company and making design a much bigger priority. Bloomberg’s Mark Gurman discusses how John Ternus is taking a hands-on role as Apple prepares a wave of new products in this week’s Power On newsletter – also now a podcast. He joins Ed Ludlow on “Bloomberg Tech.”
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