Bloomberg Tech

Bloomberg
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11 snips
Jul 29, 2025 • 41min

US and China Trade Talks Impact Tech Ecosystem

Nikhil Badouma, co-founder of Ambience Healthcare, Cash Rangan of Goldman Sachs, and Anthony Noto, CEO of SoFi, dive into the complexities of US-China trade talks. They explore Apple's historic store closure in China amid fierce competition and declining sales. The trio discusses how ongoing negotiations could reshape the tech landscape, especially in AI and rare earth metals. They emphasize the urgency for strategic partnerships to maintain innovation in the global market, while also touching on the financial implications for key players in the ecosystem.
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Jul 28, 2025 • 44min

Samsung Inks $16.5B Deal with Tesla for AI Chips

A monumental $16.5 billion deal sees Tesla partnering with Samsung for the production of AI chips, a game-changer for both the tech and automotive sectors. The podcast dives into the implications of this agreement amidst new US-EU trade tariffs affecting exports. Anticipation builds as major tech firms prepare to report earnings, revealing strategic insights and market fluctuations. Listeners also get a glimpse into the competitive AI landscape and excitement surrounding Figma's IPO, all while navigating the evolving dynamics of tech investments.
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Jul 25, 2025 • 44min

Intel's Results Fail to Convince Investors of Turnaround

Chris Palmieri, Bloomberg's entertainment editor, shares insights on the recent merger between Paramount and Skydance, highlighting the concessions made to secure approval from the Trump administration. The discussion also touches on the impact of Intel's disappointing earnings on investor confidence regarding a turnaround strategy in the semiconductor market. Additionally, the podcast delves into Tesla's plans to launch a robotaxi service, reflecting the ongoing evolution of autonomous transportation in urban settings.
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Jul 24, 2025 • 43min

White House Adviseors Discuss How the US Will Export AI

Delve into the U.S. government's AI Action Plan and its impact on major tech companies like NVIDIA. Discover how the administration aims to enhance AI leadership through deregulation and talent acquisition. Tesla faces future earnings concerns, while Alphabet's latest earnings spotlight AI product demand. The discussion touches on the importance of open-source efforts and re-skilling for the evolving AI landscape. Finally, explore the critical role of accessibility in AI technologies and the aim for U.S. leadership in global standards.
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11 snips
Jul 23, 2025 • 42min

US AI Action Plan Targets Rapid Data Center Growth

The U.S. AI Action Plan aims to boost national data center capacity and promote open-source development. Recent security breaches, particularly involving Microsoft SharePoint, highlight ongoing cyber threats to significant organizations. Tesla, Alphabet, and IBM are under the spotlight as they prepare to release earnings amid market fluctuations. The podcast also delves into the balance of growth and regulation in the tech sector, emphasizing the importance of collaboration to maintain technological leadership against global competitors.
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Jul 22, 2025 • 33min

Microsoft Points to Chinese Hackers in SharePoint Breach

Microsoft has pointed fingers at Chinese hackers for a SharePoint breach, raising cybersecurity alarms. Meanwhile, OpenAI and Oracle are teaming up to boost data center capacity to meet AI demands. NXP Semiconductor struggles with declining revenue, reflecting tough conditions in the automotive sector. The evolving dynamics of AI collaborations highlight a competitive landscape where companies like Google and Microsoft vie for dominance, while geopolitical tensions shape the future of technology and data management.
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10 snips
Jul 21, 2025 • 42min

Microsoft SharePoint Hack, Musk’s Wild Business Bets

Ben Fletcher, an Axel partner, shares insights on investing in the coding startup Lovable, discussing how it aims to democratize app development. Jeremy O'Brien, co-founder and CEO of CyQuantum, dives into the ambitious project of building a quantum computer campus in Chicago, highlighting the innovations and challenges involved. The podcast also addresses the recent Microsoft SharePoint hack threatening numerous organizations and examines Elon Musk's controversial business strategies impacting his ventures.
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Jul 18, 2025 • 44min

Netflix Shares Fall Despite Earnings Beat

Joe Zhao, Managing Partner at Millennia Capital and former Fed staffer, joins the discussion on the recent Netflix earnings that beat forecasts yet spurred a stock drop amidst heightened Wall Street expectations. They explore the challenges facing traditional media, the effect of AI on content creation, and how Federal Reserve policies shape venture capital investments. The conversation also touches on Taiwan Semiconductor Manufacturing's expansive plans amid industry shifts and the funding landscape for innovative defense startups.
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Jul 17, 2025 • 44min

Uber Plans Robotaxi Partnership with Lucid and Nuro

Ian King, a Bloomberg reporter specializing in semiconductors, teams up with Kristen Smith, President of the Solana Policy Institute, to discuss cutting-edge developments in tech. They dive into Uber's exciting partnership with Nuro and Lucid to launch a robotaxi fleet, emphasizing the role of AI and self-driving tech in future transportation. The conversation also touches on cryptocurrency regulations and their potential to innovate financial systems, alongside the impact of AI demand on semiconductor investments.
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Jul 16, 2025 • 40min

Musk’s xAI In Talks to Lease Saudi Data Center Capacity

Seth Vigerman, an AI editor at Bloomberg, shares insights on the dynamic world of tech and finance. He discusses the rising Nvidia shares spurred by anticipated chip exports to China. Vigerman elaborates on Elon Musk's xAI plans to lease data center capacity in Saudi Arabia, highlighting its ambition to rival major industry players. The talk also touches on the tensions involving President Trump and Federal Reserve Chair Powell, exploring the implications for the tech sector and the broader economy.

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