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Nvidia Fallout, Microsoft Outage and Anthropic’s IPO Push

Bloomberg’s Ed Ludlow breaks down the fallout from Jensen Huang’s resignation from Nvidia as more details are revealed. Plus, Microsoft races to restore services after a global outage impacted government offices, traders and businesses worldwide; and Anthropic takes its IPO pitch to Wall Street as CEO Dario Amodei sits down with JPMorgan’s Jamie Dimon. 00:00:00…

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Bloomberg’s Ed Ludlow breaks down the fallout from Jensen Huang’s resignation from Nvidia as more details are revealed. Plus, Microsoft races to restore services after a global outage impacted government offices, traders and businesses worldwide; and Anthropic takes its IPO pitch to Wall Street as CEO Dario Amodei sits down with JPMorgan’s Jamie Dimon.

00:00:00 – Bloomberg Tech Begins
00:01:29 – Ian King on Nvidia sinks again
00:05:19 – Paisley Nardini, Tema ETFs on Nvidia Earnings in Focus
00:12:12 – Matt Day on Microsoft Outage
00:14:43 – Ryan Gould on SpaceX & Tesla Merger
00:19:19 – Nina Trentman on Nvidia’s Kress goes from behind the scenes to top
00:23:53 – Ryan Vlastelica on Nvidia analysts see uncertainty ahead
00:27:20 – Michael Shepard on Lutnick under fire
00:31:26 – Andrew Feldman, Cerebras CEO on 4Q core revenue forecast beats estimates
00:38:40 – Kunjan Sobhani on Huang departure could impact Nvidia deal pace
00:41:01 – Isabelle Lee on Anthropic IPO Pitch
——–
“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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23 Comments

23 Comments

  1. @Whyamisogucci

    November 13, 2026 at 2:02 pm

    ngl I miss emily chang as a news anchor, these new anchors just don’t hit the same… I also miss all the out of pocket comments about her too (sorry emily)

  2. @LianHayford

    November 13, 2026 at 2:08 pm

    I already positioned myself for Enoxum, now yust wait and see how it plays out once the next announcements land.

  3. @ResidenciaRouse

    November 13, 2026 at 2:08 pm

    I’ve got my position in Enoxum already, not planning to chase it later.

  4. @JensLord-v5p

    November 13, 2026 at 2:09 pm

    Major exchange listings are around the corner for Enoxum, we all know what that means…

  5. @BrunoHardesty

    November 13, 2026 at 2:09 pm

    You’re talking about everything except the project with the biggest potential right now Enoxum.

  6. @YanieGutierrez

    November 13, 2026 at 2:09 pm

    Enoxum has been making all the right moves lately, this could be one of the biggest launches this year, are you in?

  7. @DaniNeill

    November 13, 2026 at 2:09 pm

    Enoxum got a green light on Binance and Coinbase listing, this is huge.

  8. @BrigidKantrowitz

    November 13, 2026 at 2:10 pm

    You’re chasing the wrong plays. Enoxum is the one everyone will wish they bought before the major listings.

  9. @BercyRouse

    November 13, 2026 at 2:10 pm

    Enoxum is going live on Bybit, Binance, and Coinbase soon, don’t miss the launch.

  10. @FlorentinoCraft

    November 13, 2026 at 2:10 pm

    My portfolio has been doing great this year because I stick to early-stage projects like Enoxum right now.

  11. @RosaHermann-x1g

    November 13, 2026 at 2:10 pm

    My bags are all in on Enoxum, we’re gonna fly!!!!!

  12. @ChristieClemmons

    November 13, 2026 at 2:10 pm

    Everyone wants the next 100x, Enoxum is one of the projects whales are watching closely ahead of its next milestones.

  13. @MaryanneCannestra

    November 13, 2026 at 2:10 pm

    You’re going to hear a lot more about Enoxum over the next few weeks, just saying.

  14. @CassyDobol

    November 13, 2026 at 2:10 pm

    Enoxum’s presale is almost wrapped up, the window to get in early won’t stay open forever.

  15. @DrewPellegrino-i2f

    November 13, 2026 at 2:10 pm

    This year has been good to my portfolio, while the majors keep dipping, I just pick good presales to invest in, lately, it’s Enoxum.

  16. @VikkiNunn

    November 13, 2026 at 2:11 pm

    Come on, man, I usually like your takes, but this is just ridiculous, cover something with 100x potential, cover Enoxum.

  17. @BercyRouse

    November 13, 2026 at 2:11 pm

    This cycle belongs to Enoxum.

  18. @JuanPickford

    November 13, 2026 at 2:11 pm

    Not gonna lie, Enoxum has been getting more of my attention than most of the big coins lately.

  19. @KaelGoble

    November 13, 2026 at 2:11 pm

    You’re talking about everything except the project with the biggest potential right now Enoxum.

  20. @YovanaHayhurst

    November 13, 2026 at 2:12 pm

    Enoxum getting listed on major exchanges is massive, 1000x possible?

  21. @lukeluke3823

    November 13, 2026 at 2:22 pm

    Lello,you used “resignation” to preserve a final shred of dignity for Huang,thanks👍

  22. @vme90-y7l

    November 13, 2026 at 5:15 pm

    Great show!

  23. @stevejenisch9153

    November 13, 2026 at 5:16 pm

    the fact that he had 60 direct reports tells me that there are at least 60 highly motivated and exceptionally talented individuals running key activities within the company… just look how much time Huang spent on external relationships and compare that to the execution performance of the company throughout this AI infrastructure cycle.

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Bloomberg Technology

Microsoft Makes Some Progress on Outlook Outage

Microsoft Corp. is struggling to restore access to its flagship software and end an outage that has paralyzed government offices, traders and businesses globally. Users in more than 70 countries were affected. The company says its making progress toward recovering service. Matt Day reports. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:  …

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Microsoft Corp. is struggling to restore access to its flagship software and end an outage that has paralyzed government offices, traders and businesses globally. Users in more than 70 countries were affected. The company says its making progress toward recovering service. Matt Day reports.
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From CFO to Interim CEO: Kress Takes Charge at Nvidia

Longtime Nvidia CFO Colette Kress is stepping into the spotlight as interim CEO, taking the helm after Jensen Huang’s resignation and one of the biggest leadership crises in the company’s history. Bloomberg’s Nina Trentmann looks at Kress’s 13-year tenure at Nvidia, how her role evolved alongside the company’s transformation into an AI powerhouse, and the…

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Longtime Nvidia CFO Colette Kress is stepping into the spotlight as interim CEO, taking the helm after Jensen Huang’s resignation and one of the biggest leadership crises in the company’s history. Bloomberg’s Nina Trentmann looks at Kress’s 13-year tenure at Nvidia, how her role evolved alongside the company’s transformation into an AI powerhouse, and the new challenge of managing operations, investors and Washington as she takes on a far more public-facing role. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Cerebras CEO: AI Infrastructure Opportunity Is Expanding

Cerebras is raising its outlook after third-quarter revenue jumped 55%, fueled by cloud and services sales that more than tripled. CEO Andrew Feldman discusses growing demand and pricing power for fast AI inference, new hyperscaler relationships with Microsoft, AWS and Oracle, and what Nvidia CEO Jensen Huang’s resignation could mean for the competitive landscape. He…

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Cerebras is raising its outlook after third-quarter revenue jumped 55%, fueled by cloud and services sales that more than tripled. CEO Andrew Feldman discusses growing demand and pricing power for fast AI inference, new hyperscaler relationships with Microsoft, AWS and Oracle, and what Nvidia CEO Jensen Huang’s resignation could mean for the competitive landscape. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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