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.
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October 16, 202643 min
Chip Stocks Slide as Apple Demand Surges
Bloomberg’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 slip into January within minutes of the company opening preorders today, and Tesla reveals its long-delayed Roadster sports car, showcasing a prototype with air thrusters that flipped mid-air. See omnystudio.com/listener for privacy information.
October 15, 202644 min
Anthropic's 3Q Revenue Reaches $16.8 Billion
Bloomberg’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 rattles markets and puts the financing behind the data center buildout back under the microscope; and Nvidia CEO Jensen Huang says safety and containment should be integrated into AI systems even as AI advances. See omnystudio.com/listener for privacy information.
October 14, 202643 min
ASML Boosts Outlook as AI Chip Demand Soars
Bloomberg’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 up with soaring AI spending. Plus, Nvidia CEO Jensen Huang announces plans to invest an additional $2 billion in European deals. And, an inside look at the making of Grand Theft Auto VI, expected to be the biggest video game blockbuster of all time. See omnystudio.com/listener for privacy information.
October 13, 202644 min
Chip Selloff Spreads Globally, Apple Makes Smart Home Push
Bloomberg’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 HomeView Hub, the centerpiece of its push to challenge Amazon and Google in that space. And, Meta releases a new AI model which it says has "frontier capabilities" as it vies to take on OpenAI and Anthropic. See omnystudio.com/listener for privacy information.
October 12, 202643 min
AI Chip Race Heats Up From Microsoft to Musk
Bloomberg’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 chip development on fast-forward, testing as many as ten new designs a year; and Apple is finally ready to unveil its new smart home strategy, seeking to plug a major hole in its ecosystem. See omnystudio.com/listener for privacy information.
October 11, 202646 min
BONUS SERIES: Our Town Chapter 3 | One Little Bacon-Wrapped Sausage
Backers 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 Our Town , a limited-run series from Bloomberg and The Big Take , hosted by Meribah Knight with Bloomberg’s Susan Berfield. Our Town tells the story of a battle over identity fought on one small town’s soil, where acreage, heritage, and what it means to be an American are all up for grabs. New episodes of Our Town publish on Mondays, but you can listen early on Fridays right here in The Big Take feed. We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Hosted by Meribah Knight with Susan Berfield Produced by: Rebecca Laks with Julia Weaver and David Fox and help from Laura Newcombe Edited by: Ken Armstrong with Rebecca Laks Original Score and Mixing by : Alex Sugiura Fact-checking by: Annika Robbins Executive Producer: Nicole Beemsterboer See omnystudio.com/listener for privacy information.
October 9, 202644 min
OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
Bloomberg’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 track by relying on truck deliveries of natural gas, and a conversation with Kleiner Perkins partner Ilya Fushman on the mega AI IPO pipeline and the future of physical AI. See omnystudio.com/listener for privacy information.
October 8, 202639 min
AI Boom Faces New Tests From Chips to Immigration
Bloomberg’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 that worker visa system. Plus: Samsung's quarterly profit jumps and TSMC sales surge, but investors are still worried about the staying power of the AI investment boom. And, NASA's SpaceX Crew-12 makes it way back down to Earth after 237 days in space. See omnystudio.com/listener for privacy information.
October 7, 202644 min
SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
Bloomberg’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 space with a doorbell, thermostat, and other accessories developed with LG; and JD Moriarty, Vice Chair and head of Global Tech Equity Capital Markets at Bank of America Securities, discusses the upcoming mega AI IPO pipeline. See omnystudio.com/listener for privacy information.
October 6, 202642 min
OpenAI, DeepSeek Chase Billions as AI Funding Boom Rolls On
Bloomberg’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 securing at least 12 billion in its latest round of funding ahead of its own IPO next year, and JPMorganChase CEO Jamie Dimon weighs in on data centers and AI risks from London's Tech Stars event. See omnystudio.com/listener for privacy information.
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