エピソード

  • AWS CEO Matt Garman Lays Out Amazon’s AI Plans
    2025/05/30

    Bloomberg’s Ed Ludlow speaks with Amazon Web Services CEO Matt Garman about the company’s AI growth and its partners. Plus, sales of Apple’s iPhone are set to take a big hit from tariffs. And President Trump accuses China of violating an agreement with the U.S. to ease tariffs.

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    46 分
  • Nvidia Shrugs Off China Concerns With Upbeat Forecast
    2025/05/29

    Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia surpassing Microsoft as the most valuable company, after investors shrugged off concerns about China-related curbs. Plus, Informatica’s CEO explains what is driving Salesforce's $8 billion acquisition of the company. And Tesla targets June 12 to launch its robotaxi service in Austin, as Elon Musk steps back from his government role.

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    42 分
  • Nvidia CEO Jensen Huang Eases China Concerns, Touts AI Growth
    2025/05/29

    Bloomberg’s Ed Ludlow is joined by Nvidia CEO Jensen Huang to discuss the chipmaker's first-quarter earnings and the company’s $8 billion hit from China. Plus Ayako Yoshioka, from Wealth Enhancement Group says earnings show Nvidia understands the outlook for AI growth. And D.A. Davidson Managing Director Gil Luria also explains what he wants to hear from Nvidia next as it competes with Chinese rivals.

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    34 分
  • Preparing for Nvidia Earnings, SpaceX Faces Another Setback
    2025/05/28

    Bloomberg’s Caroline Hyde and Ed Ludlow discuss what investors are expecting from Nvidia’s earnings, which are set to be released after markets close on Wednesday. Plus, SpaceX’s Starship test flight ends in a fiery setback for the Elon Musk-led company. And, Okta CEO Todd McKinnon says his company offers better value than “legacy” tech competitors.

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    42 分
  • Salesforce to Buy Informatica for $8 Billion, Apple’s Tariff Headwinds
    2025/05/27

    Bloomberg’s Caroline Hyde and Ed Ludlow discuss Salesforce's plan to acquire Informatica for $8 billion after an earlier attempt fell through. Plus, they look at how Apple is coping with the threat of a 25% tariff if it doesn't move iPhone production to the U.S. And Elon Musk is set to address SpaceX workers about plans to reach Mars

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    44 分
  • Trump Threatens 25% Tariffs on Apple
    2025/05/23

    Bloomberg’s Caroline Hyde discusses President Trump's threat to place a 25% tariff on Apple if it doesn't move iPhone production to the U.S. Plus, Andrew Ng, co-founder of Coursera and AI investor, discusses the skills shortage in advanced manufacturing that makes building iPhones and other tech in the US difficult. And the IPO market begins to heat up, spurring hope for tech startups and their investors.

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    23 分
  • OpenAI Plans UAE Data Center, AT&T Buys Lumen’s Consumer Fiber Business
    2025/05/22

    Bloomberg’s Caroline Hyde and Ed Ludlow talk to OpenAI’s Global Policy President Chris Lehane about the company’s plans to build more international data centers. Plus, Kraken Co-CEO Arjun Sethi discusses why the crypto exchange has partnered with Backed to let customers outside the US trade Apple, Nvidia, and Tesla shares around the clock. And AT&T CEO John Stankey explains why the telecom giant is buying Lumen’s consumer fiber operations.

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    44 分
  • Nvidia CEO Slams US Chip Rules, Trump’s AI Advisor Discusses Action Plan
    2025/05/21

    Bloomberg’s Ed Ludlow speaks with White House AI advisor Sriram Krishnan about the US AI Action Plan and President Trump’s approach to tech diplomacy. Plus, Nvidia CEO Jensen Huang slams US chip curbs as a “failure.” And Google shares rise as investors digest the company’s AI announcements.

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    42 分