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PODCAST

Bloomberg Tech

Listen for news and analysis on global technology companies and investors.Hosts Caroline Hyde and Ed Ludlow bring you the only daily news program focused exclusively on technology, innovation and the future of business.

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All Episodes

43:48

US Considers Permits for Global Nvidia, AMD AI Chip...

Bloomberg Tech ·

2026/03/06

Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the US Commerce Department has drafted regulations restricting AI chip shipments to anywhere in the world without American approval. Plus, Oracle plans to cut thousands of jobs as it handles a cash crunch from a massive AI data center expansion effort. And, the Pentagon has officially notified lawmakers that it has determined Anthropic and its products pose a risk to the US supply chain.See omnystudio.com/listener for privacy

en-US

43:35

Broadcom Expects AI Chips Sales to Top $100 Billion...

Bloomberg Tech ·

2026/03/05

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Broadcom’s results as the CEO predicts AI chip sales will top $100 billion next year. Plus, Anthropic has restarted talks with the Pentagon following the feud over AI use by the military, according to a person familiar with the matter. And, Founders Fund General Partner Trae Stephens and Nominal CEO Cameron McCord discuss the startup's latest funding and its efforts to modernize manufacturing.See omnystudio.com/listener for privacy

en-US

46:34

Anthropic Nears $20B Run Rate, Apple to Sell $599 Laptop

Bloomberg Tech ·

2026/03/04

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rebound in tech stocks as investors seek clarity around the war in Iran, five days into the conflict. Plus, Anthropic is on track to generate annual revenue of almost $20 billion, more than doubling in a few months as the company continues to clash with the Pentagon over AI safeguards. And Apple comes after the PC market and budget-minded shoppers with its new $599 MacBook Neo.See omnystudio.com/listener for privacy information.

en-US

32:01

Iran Conflict Sell-Off Rattles Tech Stocks

Bloomberg Tech ·

2026/03/03

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the market sell-off as concerns about the Middle East conflict hit equities and bonds. Plus, they look at the math of military projectiles as the US uses costly missiles to combat cheap Iranian drones. And Coherent CEO Jim Anderson discusses Nvidia’s $2 billion investment in the photonics company.See omnystudio.com/listener for privacy information.

en-US

39:55

Defense Tech in Focus As Iran Conflict Widens

Bloomberg Tech ·

2026/03/02

Bloomberg’s Caroline Hyde discusses the ongoing fighting in the Middle East following the US and Israel strikes on Iran over the weekend. Plus, Representative Sam Liccardo, Democrat from California, shares his thoughts on the need for a national AI policy. And fallout from the feud between the Pentagon and Anthropic over deployment of the AI company’s tech continues.See omnystudio.com/listener for privacy information.

en-US

1:08

Introducing: Bloomberg This Weekend

Bloomberg Tech ·

2026/03/01

'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture. Join David Gura, Christina Ruffini and Lisa Mateo Saturdays and Sundays for discussions with business leaders, lawmakers and cultural icons.Watch the show LIVE on Bloomberg Television from 7AM-10AM Eastern Time. Listen to the show LIVE on Bloomberg Radio from 7AM-10AM Eastern Time. Listen to the Podcast for the best conversations from the show. Subscribe on Apple:

en-US

43:30

OpenAI Raises $110B from Amazon, Nvidia, Others

Bloomberg Tech ·

2026/02/27

Bloomberg’s Caroline Hyde discusses OpenAI’s $110 billion fundraise at a $730 billion valuation with key backing from Amazon. Plus, the feud between Anthropic and the Pentagon over AI use by the military continues. And Jack Dorsey’s Block says it's cutting half its workforce in a bet on AI.See omnystudio.com/listener for privacy information.

en-US

43:48

Nvidia Delivers Upbeat Forecast to AI-Wary Market

Bloomberg Tech ·

2026/02/26

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s latest sales forecast, which drew a lukewarm response from investors, with concerns over a potential bubble still weighing on the chipmaker. Plus, Paramount Skydance and Warner Bros. Discovery put out earnings amid renewed takeover talks. And Snowflake CEO Sridhar Ramaswamy discusses the business’ strong growth outlook.See omnystudio.com/listener for privacy information.

en-US

24:53

Instant Reaction: Nvidia’s Upbeat Sales Forecast...

Bloomberg Tech ·

2026/02/25

Nvidia Corp. gave a bullish quarterly revenue forecast, signaling that the build-out of AI computing remains on track, with fiscal first-quarter sales expected to be about $78 billion. The company's outlook helped soothe concerns about a bubble in AI investments, with Chief Executive Officer Jensen Huang saying that customers are racing to invest in AI compute. Nvidia shares rose about 4% in extended trading following the announcement, after the company reported revenue gained 73% to $68.1 billion

en-US

43:56

Investors Await Nvidia’s Earnings, Anthropic Loosens...

Bloomberg Tech ·

2026/02/25

Bloomberg’s Caroline Hyde and Ed Ludlow preview Nvidia’s earnings as investors look for fresh clues on AI’s market impact. Plus, Anthropic loosens its central safety policy amid a growing dispute with the US Defense Department over guardrails. And Sequoia partner Alfred Lin discusses AI’s impact on financial services alongside the CEO of his new portfolio company, Rowspace's Michael ManapatSee omnystudio.com/listener for privacy information.

en-US

44:01

Meta to Spend Billions on AMD Gear, AI Scare Trade...

Bloomberg Tech ·

2026/02/24

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 erupts again as investors navigate the disruptive power of agentic tools being unveiled by Anthropic. And the board of Warner Bros. Discovery is considering a new offer from Paramount.See omnystudio.com/listener for privacy information.

en-US

44:15

Tariff Uncertainty, AI Unease Rattle Tech Shares

Bloomberg Tech ·

2026/02/23

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of tariff uncertainty on tech. Plus, AI disruption continues to rattle shares during a busy week of earnings that includes Nvidia and Salesforce. And Bitcoin has not been immune to the anxiety, sliding below $65,000 at one point for a second time this monthSee omnystudio.com/listener for privacy information.

en-US

48:33

Supreme Court Strikes Down Tariffs, West Virginia...

Bloomberg Tech ·

2026/02/20

Bloomberg’s Ed Ludlow discusses the US Supreme Court striking down President Trump's sweeping global tariffs. Plus, Netflix co-CEO Ted Sarandos tells Bloomberg the company's bid to acquire Warner Bros. Discovery will close, even after Warner reopened talks with Paramount Skydance. And West Virginia Attorney General John McCuskey explains why he is suing Apple over child sexual abuse material.See omnystudio.com/listener for privacy information.

en-US

29:15

Instant Reaction: Trump's Global Tariffs Struck Down...

Bloomberg Tech ·

2026/02/20

The US Supreme Court struck down President Donald Trump’s sweeping global tariffs, undercutting his signature economic policy and delivering his biggest legal defeat since he returned to the White House.Voting 6-3, the court said Trump exceeded his authority by invoking a federal emergency-powers law to impose his “reciprocal” tariffs across the globe as well as targeted import taxes the administration says address fentanyl trafficking.The justices didn’t address the extent

en-US

15:54

Bonus: Netflix co-CEO Ted Sarandos Says Warner Deal...

Bloomberg Tech ·

2026/02/19

Ted Sarandos, co-chief executive officer of Netflix, said his company’s acquisition of Warner Bros. Discovery will lead to more films in theaters, addressing a key complaint from Hollywood in the high-stakes battle for one of the industry’s iconic studios.A merger of Netflix and Warner Bros. is “better for theaters” because Netflix will be able to take its films and put them in cinemas using the distribution network that Warner Bros. has built. He speaks about this and more

en-US

43:16

OpenAI Nears Deal for $100B in Funding

Bloomberg Tech ·

2026/02/19

Bloomberg’s Ed Ludlow discusses OpenAI nearing the first phase of a new funding round that could bring in more than $100 billion. Plus, Mark Zuckerberg testified in a landmark social media trial, telling a jury it is "very difficult" to enforce Instagram's age limits. And the DOJ is taking a closer look at how theater chains could be impacted by a sale of Warner Bros. Discovery.See omnystudio.com/listener for privacy information.

en-US

42:33

Meta to Deploy “Millions” of Nvidia Processors

Bloomberg Tech ·

2026/02/18

Bloomberg’s Ed Ludlow discusses Meta’s pact with Nvidia to deploy “millions” of the AI chip giant’s processors over the next few years. Plus, Meta CEO Mark Zuckerberg is set to take the stand in a landmark social media addiction trial in Los Angeles. And Autodesk CEO Andrew Anagnost explains why his company made a $200 million strategic investment in AI research firm World Labs, its largest startup investment to date.See omnystudio.com/listener for privacy

en-US

43:43

Warner Bros. Discovery Reopens Paramount Talks;...

Bloomberg Tech ·

2026/02/18

Bloomberg’s Ed Ludlow discusses Warner Bros. Discovery’s decision to reopen negotiations with Paramount Skydance following its sweetened offer. Plus, renewed anxiety over the outlook for AI weighs on stocks. And, Thrive Capital raises more than $10 billion in its largest fund ever, giving the firm an expanded war chest to invest in AI.See omnystudio.com/listener for privacy information.

en-US

1:18

Introducing: The Sixth Bureau

Bloomberg Tech ·

2026/02/15

It’s an open secret that the Chinese government has engaged in a global campaign to acquire intellectual property from foreign rivals. At the center of that campaign is the Ministry of State Security, China’s elusive intelligence agency. The US has apprehended hundreds of people accused of giving information to the MSS, but the agency’s inner workings have been a mystery – until now. The Sixth Bureau from Bloomberg News follows an MSS intelligence officer whose mission was to

en-US

44:08

US Pulls List of Tech Firms Linked to China’s Military

Bloomberg Tech ·

2026/02/13

Bloomberg’s Caroline Hyde and Ed Ludlow discuss earnings from Rivian, Coinbase, Instacart, and Airbnb. Plus, the US Defense Department added Alibaba, Baidu and others to a list of firms it says are connected to the Chinese military and then pulled the list from its website. And Anthropic raises $30 billion in funding, doubling its valuation to $380 billion.See omnystudio.com/listener for privacy information.

en-US

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