Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's second downgrade in a week as analysts caution on slowing iPhone demand. Plus, Mobileye plunges as its full-year revenue forecast falls short of Wall Street estimates, and new data painting a bleak picture for Silicon Valley. 

Bloomberg's Caroline Hyde and Ed Ludlow break down Apple's second downgrade in a week as analysts caution on slowing iPhone demand. Plus, Mobileye plunges as its full-year revenue forecast falls short of Wall Street estimates, and new data painting a bleak picture for Silicon Valley.

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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

Apple's Second Downgrade, Mobileye Prompts Chip Stock Rout

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b98e7674-777b-4f3e-b012-b0ed01426938/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 Second Downgrade, Mobileye Prompts Chip Stock Rout

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