Bloomberg Tech

Arthur Mensch, CEO of Mistral AI, shares insights on their innovative AI Studio platform designed for enterprise clients, emphasizing data ownership and customizable tools. Pierre Ferragu analyzes Intel's surprising return to profitability and the competitive landscape against rivals. Kunjan Sabani discusses Intel's recovery driven by demand in PCs and data centers. Anurag Rana explains a massive $38 billion debt offering for data-center projects, highlighting market risks and the implications for AI infrastructure.

Srinivas Gopalan, the incoming CEO of T-Mobile and current COO, shares insights on the company's impressive growth, boasting 1 million new mobile subscribers and strong service revenue during the recent quarter. The discussion dives into Tesla's surprising profit drop despite record EV sales, exploring factors like increased operating expenses and tariff impacts. The podcast also touches on the U.S. government's potential software restrictions against China, highlighting ongoing tech competition.

John Stankey, CEO of AT&T, shares insights into the company's latest earnings and subscriber growth, especially in the wake of the iPhone 17 launch. Rachel Metz, a tech and AI reporter, dives into the high-stakes discussions between Anthropic and Google regarding a multibillion-dollar cloud deal to enhance AI capabilities. They explore what this means for the tech landscape and the implications of AI startup partnerships. The episode wraps up with a look at mixed earnings from major tech players, setting the stage for a shifting market.

OpenAI is secretly training AI for financial modeling, aiming to disrupt the banking sector. Meanwhile, a new U.S.-Australia deal on rare earths challenges China's market control. Warner Bros. Discovery is exploring strategic options to boost shareholder value, with potential suitors like Netflix in the mix. There's also buzz about CoreWeave's hefty bid and its implications on data center demand. The conversation touches on the broader tech landscape, including semiconductor supply and the growing importance of AI data security.

Nora Melinda, a Bloomberg equities reporter specializing in market trends, and Mike Sheppard, Senior Tech Editor covering tech and trade issues, dive into the chaos caused by a massive AWS outage and its global repercussions. They highlight Apple’s record stock performance and the implications of the US-China trade talks, particularly regarding rare earths. Additionally, they discuss how crypto miners are pivoting to AI data centers, showcasing the evolving tech landscape and the urgent need for maturity and risk standardization in the crypto sphere.

Mishal Husain dives into insightful conversations with influential figures like Elon Musk and Keir Starmer. Tune in as she explores cultural themes with creators such as Jesse Armstrong and Shonda Rhimes, discussing power and representation. Expect probing questions that reveal the personalities behind the headlines. With her unique interviewing style, Mishal connects the dots of our changing world.

In this episode, Jaya Baloo, Chief Information Security Officer and co-founder of Aisle, dives into the world of cyber threats posed by state-backed actors. She highlights the recent F5 hack and its implications for national security, emphasizing the challenge of detecting long-dwelling intruders. Baloo also discusses Aisle's innovative AI-driven defenses, showcasing how they can rapidly identify and remediate vulnerabilities to counter evolving cyber threats. This conversation sheds light on the critical intersection of cybersecurity and national defense.

TSMC's impressive Q3 results highlight strong AI demand, prompting a positive revenue outlook. Meanwhile, China's new export controls on rare earths stir up global tensions and impact trade relations. Apple faces challenges as its search AI lead departs, signaling turbulent times for its AI aspirations. Additionally, discussions on market strategies reveal insights about AI's sustainability and the implications of equity dilution for stock prices during this tech hype. The evolving landscape of big data centers and cybersecurity breaches further adds to the intrigue.

Alan Baratz, CEO of D-Wave, shares insights on the deployment of the Advantage2 quantum computer in Europe, emphasizing its impressive qubit count and potential applications. He discusses how D-Wave's technology is paving the way for advances in commercial and research sectors. Additionally, the podcast highlights ASML’s robust earnings amid the AI boom, the strategic shift of Apple’s in-house chips, and booming AI data center deals shaping the tech landscape.

Trade tensions between the US, China, and Europe intensify, impacting the tech sector. Experts discuss China's shipping sanctions and their threat to global supply chains. Fund managers express worries over a potential AI bubble, while retail innovations in fitness and teen protections on Instagram are explored. Additionally, the podcast highlights strong performances from Samsung and the implications of the AMD-Oracle partnership. There's also a look at how Europe is working to enhance its AI and cloud capabilities.