Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans to buy AI chips and computers from AMD worth billions of dollars. Plus, AI whiplash in markets...
Bloomberg’s Caroline Hyde breaks down what’s behind the commitment by Microsoft and Nvidia to invest up to $15 billion combined in AI startup Anthropic. Plus, Saudi...
Bloomberg’s Tim Stenovec discusses the rally in tech stocks as risk-on sentiment rises off of hope the US government shutdown could be coming to an end....
Bloomberg’s Caroline Hyde and Ed Ludlow discuss earnings from Alphabet, Microsoft, and Meta as Apple and Amazon prepare to report after the bell. Plus, Roblox CEO...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Qualcomm’s jump into the AI data center market with new chips and computers that could challenge Nvidia. Plus, investors...
Bloomberg’s Caroline Hyde and Ed Ludlow unpack the news that Samsung and SK Hynix have reached early-stage agreements to supply chips and other gear to OpenAI’s...
Bloomberg’s Caroline Hyde unpacks Nvidia’s $100 billion investment in OpenAI for data centers, while a report from Bain raises concerns on the future of the AI...
Bloomberg’s Caroline Hyde discusses AT&T’s plans to buy EchoStar’s spectrum licenses for about $23 billion. Plus, President Trump is vowing tech curbs and tariffs on countries...
Bloomberg’s Caroline Hyde discusses President Donald Trump’s call for Intel CEO Lip-Bu Tan to resign. Plus the White House considers 100% tariffs on semiconductors, with a...
Bloomberg’s Caroline Hyde and Ed Ludlow speak with AMD CEO Lisa Su about the company’s earnings report and where it sees demand coming from. Plus, OpenAI...