Bloomberg Tech

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the unprecedented $1 trillion pay package that Elon Musk could receive from Tesla. Plus, Tesla shareholders are also set to vote on whether the electric vehicle makers should buy more shares in Musk’s AI startup, xAI. And Qualcomm CEO Cristiano Amon discusses the company’s new automated driver assistance platform rolling out in new BMW iX3 cars. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the sell-off of Salesforce shares following a lackluster topline growth forecast that suggests AI isn't paying off just yet. Plus Apple plans to launch an AI-powered web search tool for Siri to rival OpenAI. And HPE CEO Antonio Neri discusses the company’s earnings, Juniper Networks acquisition and partnership with Nvidia. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde and Ed Ludlow examine the remedies ruling in Google’s antitrust case that allows the company to retain its Chrome browser. Plus, Apple loses another top AI researcher to Meta. And Rolls-Royce CFO Helen McCabe discusses the growth of the company’s small modular nuclear reactors business. See omnystudio.com/listener for privacy information.

Alphabet’s Google will have to share some of its search data with competitors, but will not have to sell its popular Chrome web browser, a federal judge ruled Tuesday in the Justice Department’s landmark antitrust case against the search engine. The ruling allows Google to avoid one of the most severe remedy requests from the US government after the court found the company had an illegal monopoly in the search market. Judge Amit Mehta did bar Google from entering into exclusive contracts for internet search.The finding follows Mehta’s ruling last year that Google illegally monopolized the markets for online search and search advertisements. Mehta held a three-week hearing in April to determine a fix. The order is one of the most monumental court decisions affecting the tech sector in more than a quarter century, and could offer a blueprint for other judges who may end up weighing similar choices in cases against Meta Platforms, Amazon and Apple. 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 the impact of the US revoking TSMC’s authorization to freely ship essential chipmaking gear to its main Chinese base. Plus all the Magnificent 7 names tumble, as Nvidia shares fall for a fourth straight day. And the CEO of Crypto.com discusses the company’s latest deal with Trump Media. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses US plans to revoke waivers granted to Samsung and SK Hynix that authorized them to move some equipment from China without a license. Plus, Dell and Marvell shares fall after earnings disappointments. And US regulators are embracing the blockchain; SEC Commissioner Mark Uyeda discusses the agency’s crypto-friendly steps. See omnystudio.com/listener for privacy information.

Bloomberg’s Caroline Hyde discusses how markets are reacting to Nvidia’s decelerating growth. Plus, the Nvidia CFO tells Bloomberg News that the company needs a codified plan before it can pay the Trump administration's 15% commission on chip sales. And shares of Snowflake and HP rise on the back of their earnings reports. See omnystudio.com/listener for privacy information.

Nvidia, the world’s most valuable publicly traded company, gave a tepid revenue forecast for the current period, fueling concerns that a massive run-up in artificial intelligence spending is slowing. Sales will be roughly $54 billion in the fiscal third quarter, which runs through October, the company said in a statement Wednesday. Though that was in line with the average Wall Street estimate, some analysts had projected more than $60 billion. The forecast excluded data center revenue from China, a market where it has struggled with US export restrictions and opposing pressure from Beijing. The outlook adds to concern that pace of investment in artificial intelligence systems is unsustainable. The difficulties in China also have clouded Nvidia’s business. Though the Trump administration recently eased curbs on exports of some AI chips to that country, the reprieve hasn’t yet translated into a rebound in revenue. For instant reaction and analysis, hosts Tim Stenovec and Isabelle Lee speak with: See omnystudio.com/listener for privacy information.

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.