Bloomberg's Caroline Hyde and Ed Ludlow break down why Barclays is cutting Apple to underweight for the first time since 2019. Plus, Tesla falls behind China's BYD in quarterly EV sales.

Bloomberg's Caroline Hyde and Ed Ludlow break down why Barclays is cutting Apple to underweight for the first time since 2019. Plus, Tesla falls behind China's BYD in quarterly EV sales.

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.

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

Apple's Downgrade and Tesla's Deliveries

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a7cb1186-50ed-45d2-be80-b0eb014b92df/transcript

Bloomberg’s Ed Ludlow breaks down what earnings from Broadcom, Snowflake and HPE tell us about the strength of the AI boom. Plus, Hugging Face co-founder Thomas Wolf joins to discuss Nvidia's $13 billion acquisition deal for the AI startup; and self-driving tech startup Wayve reaches a deal with Uber to offer robotaxi rides in London.

Bloomberg&rsquo;s Ed Ludlow breaks down what earnings from Broadcom, Snowflake and HPE tell us about the strength of the AI boom. Plus, Hugging Face co-founder Thomas Wolf joins to discuss Nvidia's $13 billion acquisition deal for the AI startup; and self-driving tech startup Wayve reaches a deal with Uber to offer robotaxi rides in London.

AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/947e44ed-0af1-4edd-9780-b4ba013531f0/transcript

Bloomberg’s Ed Ludlow breaks down Nvidia's advanced talks to acquire AI startup Hugging Face in a $14 billion deal. Plus, Dell shares jump after the company boosted its annual sales forecast by $25 billion due to surging demand for servers to run AI tasks, and Uber cuts 10% of its staff globally to streamline its core engineering, science and delivery groups.

Bloomberg&rsquo;s Ed Ludlow breaks down Nvidia's advanced talks to acquire AI startup Hugging Face in a $14 billion deal. Plus, Dell shares jump after the company boosted its annual sales forecast by $25 billion due to surging demand for servers to run AI tasks, and Uber cuts 10% of its staff globally to streamline its core engineering, science and delivery groups.

Nvidia Nears $14B Hugging Face Deal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c2363730-6460-4707-80f7-b4b9011b98df/transcript

Bloomberg’s Ed Ludlow breaks down Anthropic's $35 billion computing deal with Nvidia-backed cloud provider Lambda as the AI startup looks to expand its AI capacity. Plus, Elon Musk predicts AI will increase the global economy by up to 30%, and John Ternus officially takes over as Apple CEO as the company gets ready for a new product unveil next week.

Bloomberg&rsquo;s Ed Ludlow breaks down Anthropic's $35 billion computing deal with Nvidia-backed cloud provider Lambda as the AI startup looks to expand its AI capacity. Plus, Elon Musk predicts AI will increase the global economy by up to 30%, and John Ternus officially takes over as Apple CEO as the company gets ready for a new product unveil next week.

Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fea8e7f7-f4e0-493f-9f9b-b4b801113d02/transcript

Apple's Downgrade and Tesla's Deliveries

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