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Nvidia Earnings in Focus; SpaceX Eyes Historic IPO | Bloomberg Tech 5/20/2026

Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia’s earnings report, as investors anxiously await for the world’s most valuable company to show whether it can continue delivering the explosive growth fueling the AI boom. Plus, SpaceX inches closer to launch with an imminent IPO filing. And, a deep dive into SoftBank’s bet on…

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Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia’s earnings report, as investors anxiously await for the world’s most valuable company to show whether it can continue delivering the explosive growth fueling the AI boom. Plus, SpaceX inches closer to launch with an imminent IPO filing. And, a deep dive into SoftBank’s bet on OpenAI as insiders grow worried that Masayoshi Son is too tied to the AI giant.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:05 – Carmen Reinicke, Bloomberg News
00:04:14 – Maggie Eastland, Bloomberg News
00:08:32 – Anthony Hughes, Bloomberg News
00:11:38 – Rachel Metz, Bloomberg News
00:16:10 – Jai Malik, AMCA CEO
00:23:39 – Paulina McPadden, Baillie Gifford
00:29:51 – Peter Elstrom, Bloomberg News
00:34:21 – Campbell Brown, Forum AI CEO
00:40:27 – Kunjan Sobhani, Bloomberg Intelligence
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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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1 Comment

1 Comment

  1. @davidanalyst671

    May 20, 2026 at 6:24 pm

    Chatbots stuggle with accuracy of news reports….. okay bloomberg, imma go ask chatgpt what ethnicity sent the most money to remove thomas massie in the most expensive house primary in american history since jamaal bowman.

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Bloomberg Technology

Don’t Give Up on AI Chips Yet, Says JoAnne Feeney

The recent selloff in AI stocks has sparked fresh debate over whether more efficient models will reduce demand for chips and data centers. Advisers Capital Management’s JoAnne Feeney explains why she still sees long-term opportunities in AI infrastructure and why she’s more cautious on memory stocks like Micron. She joins Ed Ludlow on “Bloomberg Tech.”…

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The recent selloff in AI stocks has sparked fresh debate over whether more efficient models will reduce demand for chips and data centers. Advisers Capital Management’s JoAnne Feeney explains why she still sees long-term opportunities in AI infrastructure and why she’s more cautious on memory stocks like Micron. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Moonshot’s Kimi K3 Reshapes the AI Conversation, Says Bessemer Partner

Moonshot’s Kimi K3 has reignited the debate over the future of AI and whether China’s open-weight models are closing the gap with OpenAI and Anthropic. Bessemer Venture Partners’ Sameer Dholakia joins Bloomberg to discuss why competition is good for AI, where the frontier model makers still have an edge, and why he believes we’re only…

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Moonshot’s Kimi K3 has reignited the debate over the future of AI and whether China’s open-weight models are closing the gap with OpenAI and Anthropic. Bessemer Venture Partners’ Sameer Dholakia joins Bloomberg to discuss why competition is good for AI, where the frontier model makers still have an edge, and why he believes we’re only at the beginning of the AI investment cycle. 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

Nvidia Rolls Out New Chips, WBD Deal In Limbo | Bloomberg Tech 7/21/2026

Bloomberg’s Ed Ludlow breaks down Nvidia’s latest AI chip rollout, as the company says its next-generation processors are now shipping to customers and entering full production. Plus, a judge hits pause on Paramount’s merger with Warner Bros. Discovery, throwing the blockbuster media deal into limbo. And, Sameer Dholakia of Bessemer Venture Partners joins to discuss…

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Bloomberg’s Ed Ludlow breaks down Nvidia’s latest AI chip rollout, as the company says its next-generation processors are now shipping to customers and entering full production. Plus, a judge hits pause on Paramount’s merger with Warner Bros. Discovery, throwing the blockbuster media deal into limbo. And, Sameer Dholakia of Bessemer Venture Partners joins to discuss the AI race’s next phase, with Washington promising to scrutinize Chinese models as investors hunt for the next big winners.

00:00:00 – Bloomberg Tech Begins
00:01:25 – Ian King, Bloomberg News
00:04:11 – Peter Elstrom, Bloomberg News
00:07:39 – Stephanie Aliaga, JPMorgan Asset Management
00:13:34 – Lucas Shaw, Bloomberg News
00:16:10- Jessica Melugin, Competitive Enterprise Institute Center for Tech & Innovation
00:17:45 – Trump Bilateral meeting with Lebanon President
00:28:20 – Tyler Kendall, Bloomberg News
00:28:22 – JoAnne Feeney, Advisors Capital Partners
00:38:28 – Sameer Dholakia, Bessemer Venture Partners
00:46:41 – Jordan Fitzgerald, 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.

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:

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

Follow Ed Ludlow on Twitter here:
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