Bloomberg Tech

Bloomberg’s Caroline Hyde discusses concerns about China and potential growth that investors will be watching when Nvidia releases its earnings after markets close. Plus, SpaceX's Starship hits a major milestone after deploying satellites for the first time. And IBM and AMD announce a partnership to develop quantum-centric supercomputing. See omnystudio.com/listener for privacy information.

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 with digital services taxes. And AI demand is in focus as investors prepare for Nvidia’s earnings this week. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses the latest on Intel after President Donald Trump announced a 10% stake in the chipmaker. Plus, Elon Musk announces he's suing Apple and OpenAI, accusing the companies of thwarting competition. And the world of esports is set to get bigger with the introduction of the Esports Nations Cup tournament. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses concerns about AI valuations amid the Nasdaq 100's worst losing streak in five months. Plus, Thoma Bravo Managing Partner Holden Spaht discusses its planned acquisition of Dayforce for $12.3 billion. And Google puts AI at the center of its new Pixel devices. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses the tech sell-off as shares fall for a second day. Plus Bank of America’s new Chief Technology and Information Officer talks about the bank’s use of AI as a new report from MIT shows most enterprises see no return on investment from their AI spend. And analysts offer their take on Meta restructuring its AI team again. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses potential plans by the US government to take a stake of about 10% in Intel as SoftBank buys into the chipmaker. Plus Palo Alto Networks CEO Nikesh Arora, discusses the company’s growth plans. And Apple expands iPhone production in India. See omnystudio.com/listener for privacy information.

Bloomberg’s Matt Miller discusses plans by current and former OpenAI employees to sell $6 billion worth of shares to an investor group that includes SoftBank. Plus, investors react to US government plans to take a stake in Intel. And global competition in the electric vehicle space picks up. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the Trump administration is eyeing CHIPS Act funds in order to take a stake in Intel. Plus, Applied Materials shares plunge due to growing trade concerns between the US and China. And OpenAI Chairman and Sierra CEO Bret Taylor talks about the impact artificial intelligence is having on software and how the OpenAI board is approaching corporate restructuring. See omnystudio.com/listener for privacy information.

The Trump administration is in talks with Intel Corp. to have the US government potentially take a stake in the beleaguered chipmaker, according to people familiar with the plan, in the latest sign of the White House’s willingness to blur the lines between state and industry. The deal would help shore up Intel’s planned factory hub in Ohio, said the people, who asked not to be identified because the deliberations are private. The company had once promised to turn that site into the world’s largest chipmaking facility, though it’s been repeatedly delayed. The size of the potential stake isn’t clear. The plans stem from a meeting this week between President Donald Trump and Intel Chief Executive Officer Lip-Bu Tan, the people said. While the details are still being sorted, the idea is for the US government to pay for the stake, one of the people said. Another cautioned that the plans remain fluid. Shares of Intel climbed as much as 8.9% on Thursday. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s AI push, which relies on robots, a lifelike version of Siri, and home security devices. Plus, Cisco CEO Chuck Robbins talks about AI sales and the impact of tariffs following the company’s earnings report. And WHOOP CEO Will Ahmed defends his company’s decision to keep its blood oxygen tracker operational despite a request from the FDA to disable it. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Treasury Secretary Scott Bessent’s comments that the US deal allowing Nvidia and AMD to sell some AI chips to China could be a “model” for others. Plus, Tencent shares rise on a revenue beat and plans for AI. And CoreWeave CEO Michael Intrator discusses how the company plans to scale to meet AI demand. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that China is urging its domestic companies to avoid using Nvidia H20 chips. Plus, Elon Musk accuses Apple of favoring OpenAI above other AI companies in its app store, even threatening possible legal action. And Circle CEO Jeremy Allaire discusses plans for new products as shares of the company soar following its earnings report. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s and AMD’s agreement to pay 15% of their revenues from Chinese artificial intelligence chip sales to the US government. Analysts and investors react to the “unprecedented” deal. Plus, Intel CEO Lip-Bu Tan is set to meet with President Donald Trump, after the US leader called his resignation. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde speaks with OpenAI COO Brad Lightcap about the company’s latest model, GPT-5, and the battle to retain top talent in the artificial intelligence space. Plus, SoftBank and Meta each make moves to expand their AI data center resources. And the CEOs of Twilio, Chime, and Akamai each discuss their companies’ latest earnings reports. See omnystudio.com/listener for privacy information.

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 carveout for companies that move production back to the US including Apple. And the CEOs of Lyft, DraftKings and Duolingo all join to discuss their companies’ quarterly earnings. See omnystudio.com/listener for privacy information.

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 is said to be selling shares at a $500 billion valuation. And the White House says Apple will announce an additional $100 billion domestic investment. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s comments that more chip tariffs may be coming soon. Plus, booming demand for artificial intelligence led Palantir’s revenue to climb above $1 billion. And AMD is under pressure to show benefits from the AI race as the chipmaker prepares to release earnings after markets close. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Tesla’s approval of a $30 billion interim stock award for Elon Musk. Plus, Joby CEO JoeBen Bevirt discusses the eVOTL company’s plan to buy the helicopter ride-share business of Blade Air Mobility for $125 million. And Palantir and AMD face mounting pressure as the companies prepare to release their earnings. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss how Big Tech earnings and changes to Trump’s tariff plans are being received by investors. Plus Reddit COO Jen Wong talks about the platform’s record quarterly profit, while Roblox CEO David Baszucki explains what’s behind its rise in user growth. And, the SpaceX Falcon 9 rocket launches on a mission to the International Space Station. See omnystudio.com/listener for privacy information.

Amazon.com dropped in late trading after projecting weaker-than-expected operating income and trailing the sales growth of its cloud rivals, leaving investors searching for signs that the company’s huge investments in artificial intelligence are paying off. Operating profit will be $15.5 billion to $20.5 billion in the period ending in September, compared with an average estimate of $19.4 billion. Sales will be $174 billion to $179.5 billion, the company said Thursday in a statement. Analysts, on average, expected $173.2 billion. Chief Executive Officer Andy Jassy is engaged in an AI infrastructure arms race with Microsoft Corp. and Alphabet Inc. that requires heavy spending on data centers. Both of those rivals earlier reported strong earnings showing they are benefiting from the AI boom. For instant reaction and analysis, hosts Carol Massar and Tim Stenovec speak with: See omnystudio.com/listener for privacy information.