Bloomberg’s Caroline Hyde and Ed Ludlow discuss Anthropic's updated version of its AI model, Opus 4.7, released just a week after its limited release of Mythos. Plus, Elon Musk is kicking his Terafab plan into high gear, even as skepticism grows from the semiconductor industry. And TSMC reports a big surge in profit and raises its revenue outlook for 2026, driven by strong demand for AI chips.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss Anthropic's updated version of its AI model, Opus 4.7, released just a week after its limited release of Mythos. Plus, Elon Musk is kicking his Terafab plan into high gear, even as skepticism grows from the semiconductor industry. And TSMC reports a big surge in profit and raises its revenue outlook for 2026, driven by strong demand for AI chips.

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Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.

Listen for news and analysis on global technology companies and investors.&nbsp; Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Technology is the only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Tech

Anthropic Unveils Updated Opus 4.7 Model 

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Bloomberg’s Ed Ludlow speaks with Nvidia CEO Jensen Huang amid renewed concerns about the AI industry’s circular financing deals. Plus, Apple aims to take on Meta in the smart glasses department. And, markets prepare for the biggest week of big tech earnings so far this year, with Microsoft, Meta and Amazon among those set to report.

Bloomberg&rsquo;s Ed Ludlow speaks with Nvidia CEO Jensen Huang amid renewed concerns about the AI industry&rsquo;s circular financing deals. Plus, Apple aims to take on Meta in the smart glasses department. And, markets prepare for the biggest week of big tech earnings so far this year, with Microsoft, Meta and Amazon among those set to report.

AI Industry’s Circular Financing Deals, Apple Smart Glasses

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3cbef197-c29b-4ff2-b450-b49401467e1f/transcript

In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages for Korea” after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. “Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.” Huang speaks to Ludlow after the CEO’s appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung. Listen for their full conversation on Nvidia’s investment in South Korea and the latest in the AI space.

In this special bonus episode, Bloomberg Tech&rsquo;s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says &ldquo;this is the golden ages for Korea&rdquo; after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. &ldquo;Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.&rdquo; Huang speaks to Ludlow after the CEO&rsquo;s appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung. Listen for their full conversation on Nvidia&rsquo;s investment in South Korea and the latest in the AI space.

Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2a482424-c1d1-405a-b20a-b49200f06e97/transcript

Bloomberg’s Ed Ludlow breaks down an open letter signed by Big Tech's biggest names, making the case for open-weight AI. The tech CEOs argue that open-weight models are key to innovation, competition, and security. Plus, Intel is showing signs of an AI-driven comeback, forecasting stronger sales as its data center business accelerates; and Cerebras CEO Andrew Feldman joins after announcing a partnership with AMD to challenge Nvidia, promising some of the fastest AI systems on the market.

Bloomberg&rsquo;s Ed Ludlow breaks down an open letter signed by Big Tech's biggest names, making the case for open-weight AI. The tech CEOs argue that open-weight models are key to innovation, competition, and security. Plus, Intel is showing signs of an AI-driven comeback, forecasting stronger sales as its data center business accelerates; and Cerebras CEO Andrew Feldman joins after announcing a partnership with AMD to challenge Nvidia, promising some of the fastest AI systems on the market.

Open-Weight AI Debate Takes Center Stage

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1ef7d12a-0232-4052-94f5-b491014331e2/transcript

Anthropic Unveils Updated Opus 4.7 Model

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