About this podcast
Listen for news and analysis on global technology companies and investors.
Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.
Episodes
The newest 50 of 1,194 episodes
- Jensen Huang Resigns Amid Affair Scandal · 44 minBloomberg’s Ed Ludlow breaks down the news of Jensen Huang ousted from his post as Nvidia CEO after reports of two affairs, including one with a woman US officials reportedly…
- Anthropic IPO Oversubscribed as AI Trade Finds Its Footing · 44 minBloomberg’s Riley Griffin takes a look at Anthropic's potentially record-breaking IPO, with sources saying it's already multiple times oversubscribed. Plus, CoreWeave reassures…
- Anthropic Goes Big as Nvidia, SoftBank Face Pressure · 41 minBloomberg’s Riley Griffin breaks down Anthropic's big goal of seeking a $1.4 trillion valuation in an IPO that could raise more money than SpaceX's blockbuster debut. Plus…
- Nvidia Investigation Raises New China Security Questions · 43 minBloomberg’s Carol Massar goes all in on Nvidia's investigation into CEO Jensen Huang after his affair with an alleged Chinese spy, and how the scandal is becoming a Washington…
- Weekend Listen: Power On Talks Siri AI's Big Step Forward and Ternus' First Earnings Call · 55 minApple is finally bringing some of Siri's most ambitious AI capabilities to the iPhone. In this episode of Power On, Bloomberg's Mark Gurman and Vlad Savov break down the major…
- AI Trade Bounces Back as Investors Buy the Dip · 44 minBloomberg’s Tim Stenovec takes a look at what's driving a rebound in tech stocks as dip buyers step in to support the battered AI trade. Plus, Anthropic's IPO plans get impacted…
- Tech Tumbles as Data Center Buildout Faces New Scrutiny · 44 minBloomberg’s Tim Stenovec takes a look at the tech market meltdown as concerns that the incoming Democratic majority in congress could slow the US data center buildout…
- Tech Mostly Higher After Democrats Win Control of Congress · 44 minBloomberg’s Carol Massar takes a look at what a blue wave means for the tech sector after Democrats won control of the US House and Senate in the midterm elections. Plus, AMD's…
- Apple's Happy Holiday Forecast Overshadowed by Shrinking Margin · 44 minBloomberg’s Ed Ludlow breaks down Apple's earnings, which signal strong holiday demand, but show that high memory costs and greater spending on AI will squeeze margins. Plus…
- Oracle Kicks Off $20 Billion Capital Raise · 42 minBloomberg’s Ed Ludlow breaks down debt offerings from Oracle, which is kicking off a $20 billion capital raise to finance its AI infrastructure spending, and Alphabet, which is…
- Weekend Listen: Power On Talks Touchscreen MacBook + iPhone Duo “Crackgate” · 40 minApple has finally introduced a touch-screen MacBook Pro after two decades of resisting the idea. In this episode of Power On, Mark Gurman and Bloomberg Tech's Chris Welch break…
- Intel Tumbles on PC Outlook, AWS CEO on AI Spending and Growth · 47 minBloomberg’s Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker's struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS…
- Earnings Special: Intel Plunges on PC Sales Slump & Amazon Slips · 10 minIntel plunged in late trading after its revenue forecast missed analysts’ estimates, hurt by sputtering demand for PC processors and supply-chain problems with its lucrative data…
- Google Sales Miss Reignites AI Fears, Microsoft Eyes $25B Debt Offering · 41 minBloomberg’s Ed Ludlow breaks down Alphabet's weak search and ad sales which raised new fears that AI is eating into Google's core business and caused a record market cap wipeout…
- Earnings Special: Alphabet Disappoints Wall Street on Revenue & Income · 11 minAlphabet reported quarterly sales and profit in the third quarter that fell short of expectations, a sign that the firm is failing to generate enough return to justify its…
- Investors Eye AI Payoff with Big Tech Earnings · 43 minBloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI…
- BONUS: Anduril Founder Palmer Luckey Talks Partnership With Qualcomm · 15 minAnduril is partnering with Qualcomm on Blue Chip, an effort to rebuild an American computer supply chain and reduce reliance on overseas manufacturing. The first product is…
- Meta Boosts Equity Offering, Raising Its AI Bet & Andruil Founder Palmer Luckey · 46 minBloomberg’s Ed Ludlow takes a look at Meta's plan to boost its equity offering to almost $98 billion, one of the largest ever, as it raises its bet on AI. Plus, Anthropic's IPO…
- Anthropic Files for IPO, Giving Market A Glimpse Into Its Finances · 55 minBloomberg’s Ed Ludlow takes a look at Anthropic's regulatory filing as the company prepares to go public under the ticker ANT. The S-1 revealed Anthropic's revenue and spending…
- OpenAI Moves Toward a $1.25 Trillion Value · 43 minBloomberg’s Ed Ludlow takes a look at OpenAI's potential fundraising at a staggering $1.25 trillion valuation. Plus, Anthropic's looming IPO could deliver blockbuster gains for…
- Meta Doubles Down on AI Spending, Plans New Class C Shares · 46 minBloomberg’s Ed Ludlow breaks down Meta's plans to boost AI spending and release new Class C shares to ensure CEO Mark Zuckerberg stays in California if a wealth tax is passed…
- SpaceX has Blowout Quarter as Musk Floats Merger with Tesla · 43 minBloomberg’s Ed Ludlow breaks down SpaceX's blowout quarterly results and Elon Musk's suggestion that the company combine with Tesla. Plus, Netflix looks to find its next big hit…
- Neocloud Concerns Return After Elice Selloff · 41 minBloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in…
- Nscale’s $30B IPO Ambition Meets Investor Pushback · 44 minBloomberg’s Ed Ludlow looks at why Nscale is facing pushback to its $30 billion IPO valuation target, with some investors suggesting $16 to $19 billion instead. Plus, Anthropic…
- Economy of Scale: Smart Cities (Sponsored Content) · 17 minHow is innovation being integrated into infrastructure to boost livability and productivity? It's a question set to impact billions around the world over the coming decades as…
- BONUS SERIES: Our Town Chapter 4 | All Metal Mode · 43 minA 12-foot grim reaper becomes a neighborhood war cry, and the preacher-podcaster crosses the street. Today on The Big Take: Chapter 4 of Our Town, a limited-run series from…
- Chip Stocks Slide as Apple Demand Surges · 43 minBloomberg’s Ed Ludlow breaks down what's behind the chip rout, as chipmakers are set for their longest losing streak since 2008. Plus, shipping estimates for Apple's iPhone Duo…
- Anthropic's 3Q Revenue Reaches $16.8 Billion · 44 minBloomberg’s Ed Ludlow breaks down Anthropic's third-quarter revenue numbers as the company gets ready for its IPO. Plus: CoreWeave’s talk of tapping “unlimited” pools of money…
- ASML Boosts Outlook as AI Chip Demand Soars · 43 minBloomberg’s Ed Ludlow breaks down ASML's earnings after the company raised its sales forecast for 2026 and said it aims to increase production of its chip-making machines to keep…
- Chip Selloff Spreads Globally, Apple Makes Smart Home Push · 44 minBloomberg’s Ed Ludlow breaks down the accelerating chip selloff as pressure spreads from Asia to the US. Plus, Apple releases a new line of smart home devices including its…
- AI Chip Race Heats Up From Microsoft to Musk · 44 minBloomberg’s Ed Ludlow breaks down Microsoft's latest homegrown Maia chips, its latest effort to rely less on outside chips to power its AI ambitions. Plus, Elon Musk wants to put…
- BONUS SERIES: Our Town Chapter 3 | One Little Bacon-Wrapped Sausage · 46 minBackers of the venture are big fans of a town in Idaho where a preacher with a flamethrower tells our reporters how much he hates feminism. Today on The Big Take: Chapter 3 of…
- OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies · 44 minBloomberg’s Ed Ludlow breaks down OpenAI's latest annualized revenue, expected to reach or exceed $70 billion by the end of the year. Plus, Oracle keeps several data centers on…
- AI Boom Faces New Tests From Chips to Immigration · 40 minBloomberg’s Ed Ludlow breaks down the Trump administration's decision to suspend an immigration program for multiple tech firms, including Microsoft, alleging widespread abuse of…
- SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push · 44 minBloomberg’s Ed Ludlow takes a look at SpaceX in talks with banks and investors to borrow $40 billion to buy chips from Nvidia. Plus, Apple plans its entry into the smart home…
- OpenAI, DeepSeek Chase Billions as AI Funding Boom Rolls On · 42 minBloomberg’s Ed Ludlow breaks down OpenAI's talks with multiple investors to raise at least $30 billion at a valuation of about $1.4 trillion. Plus, DeepSeek is also close to…
- AI Boom: Bigger Infrastructure, Bigger Fortunes · 44 minBloomberg’s Ed Ludlow breaks down Hon Hai's results beating revenue expectations as the infrastructure boom rolls on, in another sign the AI spending spree isn't slowing down…
- BONUS SERIES: Our Town Chapter 2 | This Dangerous Venture of Yours · 39 minDiana looks into the town’s newest arrivals: What’s their deal — and who are their friends? Today on The Big Take: Chapter 2 of Our Town, a limited-run series from Bloomberg and…
- Bloomberg Tech Screentime Special · 44 minBloomberg’s Ed Ludlow is live in LA for Bloomberg Screentime 2026, speaking with tech leaders and media entrepreneurs. Suno CEO Mikey Shulman discusses how AI is expanding —…
- Bloomberg Tech Screentime Special · 47 minBloomberg’s Ed Ludlow is live in LA for Bloomberg Screentime 2026, speaking with AI and media entrepreneurs and leaders. Suno CEO Mikey Shulman discusses how AI is expanding —…
- OpenAI Seeks $30B as Trump Backs AI Safety Audits · 44 minBloomberg’s Ed Ludlow breaks down OpenAI's plan to raise at least $30 billion from investors in a new round of funding after pushing back its plans for an IPO. Plus, President…
- AI Takes Center Stage From Washington to Wall Street · 51 minBloomberg’s Ed Ludlow breaks down President Trump's new AI-powered website America.gov, putting AI at the center of his agenda. Plus, Anthropic warns of "existential risks to…
- Nvidia Goes Big on Buybacks as SpaceX Reaches Orbit · 44 minBloomberg’s Ed Ludlow breaks down Nvidia's decision to boost the size of its share buyback plan by a record $150 billion, taking the total amount to $235 billion. Plus, a…
- BONUS SERIES: Our Town Chapter 1 | Sometimes You Find Silver · 45 minOh, the things you can find with an inquisitive mind – and a metal detector. Today we’re bringing you Chapter 1 of Our Town, a limited-run series from The Big Take, hosted by…
- Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot · 44 minBloomberg’s Tim Stenovec breaks down Anthropic's $11.6 billion contract with Akamai for AI computing power - the largest deal in Akamai's history. Plus, President Trump calls his…
- Oracle’s Data Center Challenge as Trump, Xi Talk AI · 44 minBloomberg’s Ed Ludlow breaks down Oracle's latest move to protect itself from mounting costs on a massive New Mexico data center facing regulatory setbacks and local opposition…
- Anthropic’s New Model, the Robot Economy and Apple Health · 44 minBloomberg’s Ed Ludlow breaks down Anthropic's new faster, cheaper AI model as the startup tries to stay ahead of rivals before its IPO. Plus, Morgan Stanley's Adam Jonas…
- Alibaba Takes On Nvidia as the Global AI Race Heats Up · 38 minBloomberg’s Ed Ludlow breaks down Alibaba's new AI chip, an accelerator to compete with Nvidia and underpinning a massive expansion of data center capacity in coming years. Plus…
- AI Takes Center Stage Ahead of Trump-Xi Summit · 43 minBloomberg’s Ed Ludlow breaks down what to expect from the Trump-Xi summit later this week, with AI's role anticipated to be a major part of the agenda for those upcoming talks…
- AI Builds Itself as the Spending Boom Accelerates · 44 minBloomberg’s Ed Ludlow breaks down Anthropic's finding that its Claude chatbot is leading 26% of its AI research and development, even as the global debate around AI heats up…
