Bloomberg Tech

Bloomberg’s Ed Ludlow takes a look at OpenAI's first custom AI chip, called Jalapeno, developed in partnership with Broadcom. Plus, SK Hynix is planning to raise $29 billion in a landmark US listing, and Cerebras CEO Andrew Feldman weighs in on the company's first quarterly earnings since going public. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down why SpaceX shares are feeling a gravitational pull as Musk's company launches its debut bond sale. Plus, tech stocks sell off worldwide as Wall Street gets an AI wake-up call, and Menlo Ventures partner Venky Ganesan joins after the firm raises its biggest fund ever with $3 billion to back AI startups. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down SpaceX's first-ever investment-grade bond offering following its record-breaking IPO. Plus, Micron strikes an AI Infrastructure agreement with Anthropic to drive enterprise AI adoption. And Chevron signs a 20-year deal with Microsoft to power a West Texas data center that could be one of the biggest in the US. See omnystudio.com/listener for privacy information.

Bloomberg's Ed Ludlow discusses the latest announcement made by President Donald Trump, which will see Apple and Intel joining forces to produce chips domestically, sending shares of the chipmaker higher. Plus, Anduril's CEO discusses how the company won a contract with the US Air Force to produce autonomous fighters. And, SpaceX wraps up its first full week of trading, with shares falling for a second day straight. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow discusses US Commerce Secretary's warning to Anthropic that it needs government permission to grant foreign nationals access to the company's most advanced AI models. Plus, after three days of soaring, SpaceX shares come back down to Earth and drop for the first time on the company's fourth trading day. And, Bloomberg reports Apple's upcoming camera-equipped AirPods will launch in late 2027 as part of a flurry of new releases. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow tracks SpaceX's value eclipsing Amazon's, this as it lands its $60 billion takeover of Cursor. Plus, Anthropic meets with US officials to resolve a national security dispute with the Trump administration over its most advanced AI models. And, Sequoia Partner Shaun Maguire talks about the AI landscape and why he never wants to sell his SpaceX shares. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down why Anthropic disabled access to its most advanced models for all foreign nationals after a request from the Trump administration. Plus, Nvidia is seeking to raise at least $20 billion from its first corporate bond sale since 2021. And, SpaceX shares throttle up on day 2 of trading, adding to a blockbuster public markets debut on Friday. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow break down SpaceX's big debut in the public markets as shares start trading on the Nasdaq. They are joined by 137 Ventures Partner Christian Garrett, Pegasus Tech Ventures Founder Anis Uzzaman, Laffer Tengler Investments CEO & CIO Nancy Tengler, and Tesla retail investor Alexandra Merz to discuss what it means for investors, the space economy, and the AI IPO pipeline. See omnystudio.com/listener for privacy information.

Shares of SpaceX climbed in their first day of trading on Friday following a $75 billion IPO that smashed records and instantly turned the crown jewel of Elon Musk’s empire into one of the most valuable public companies in the world. The stock climbed as high as $176.52, or 31% above its offering price, less than two hours after the shares started trading shortly before noon in New York. The jump in price turned Musk into the world’s first trillionaire and sent the company’s market capitalization above $2 trillion. For instant reaction and analysis, Bloomberg's Kailey Leinz speaks with: See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss SpaceX gearing up to finalize its IPO pricing today. This as its offering attracts more than $70 billion in orders from retail investors. Plus, Oracle is under pressure after the company reported higher quarterly capital expenses than expected, raising investor concerns about the profitability of the AI infrastructure business. And, a conversation with 776 Founder and Reddit co-founder Alexis Ohanian from SuperReturn in Berlin. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Wall Street’s enthusiasm for SpaceX as the company’s IPO approaches. Plus, Google backstops Anthropic data centers as Silicon Valley races to build AI infrastructure with ever more intertwined deals. And a new dashboard shows the real-time impact of AI on the labor market. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses why Taiwan is weighing some of its toughest restrictions yet on AI chip sales to China, and OpenAI joining its AI rivals with plans for a potential public listing later this year. Plus, Apple lays the foundation for the AI era and hints at the company's upcoming foldable iPhone. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss what to expect out of Apple's developer conference in Cupertino as the iPhone maker is set to unveil a revamped Siri. Plus, Nvidia and SK Hynix partner up on next-generation AI memory chips with a multi-year deal, and SpaceX gets ready to go public this week. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Elon Musk's vision of the future and how he enchanted investors even as he brushed aside questions about the SpaceX IPO at an investor event. Plus, he takes a look at May's hot jobs report even as tech stocks are under pressure with investors reassessing the path for interest rates. And, he recaps conversations with three of the biggest names in AI at the Bloomberg Tech event in San Francisco. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow host a special live show from the Bloomberg Tech event in San Francisco, where leaders from across tech and business are gathered to discuss how they can navigate economic and geopolitical uncertainty, and multiply the opportunities in today's landscape. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss SpaceX's plan to offer shares at $135 apiece to raise $75 billion in its IPO, rejecting yet another Wall Street convention by setting a fixed price ahead of the marketing phase of the deal. Plus, Palo Alto Networks falls after the company reported its results, failing to meet elevated buyside expectations, and candidates backed by tech billionaires and founders fall short in California's primary elections. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow break down why Alphabet wants to raise $80 billion in equity to fund AI infrastructure expansion, while Anthropic makes its IPO move and files confidentially to go public, pulling ahead of rival OpenAI in the IPO race. Plus, Elon Musk's SpaceX is negotiating to pay razor-thin fees to Wall Street firms handling its IPO, and HPE CEO Antonio Neri joins on the company's annual sales outlook beating estimates on the back of massive AI infrastructure demand. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia's next target: the PC. A new AI chip sends Nvidia and related stocks soaring while rivals slide after Jensen Huang's Computex keynote. Plus, all eyes on SpaceX as the upcoming mega IPO is already reshaping Wall Street. And, what to expect from New York Tech Week, kicking off today. See omnystudio.com/listener for privacy information.

Bloomberg’s Tim Stenovec breaks down why SpaceX is coming back down to Earth with a slightly lower valuation in its IPO. Plus, Anthropic closes a funding round at a whopping $965 billion valuation, surpassing OpenAI for the first time in the AI race; and Dell surges after the hardware giant's outlook far surpassed Wall Street estimates. See omnystudio.com/listener for privacy information.

Dell CFO David Kennedy joins Bloomberg Tech co-host Ed Ludlow to talk about AI server demand and how that boosted the company's annual sales forecast. Kennedy also comments on Dell's $9.7 billion Pentagon software deal. See omnystudio.com/listener for privacy information.