Bloomberg’s Caroline Hyde breaks down ASML’s earnings as the AI boom continues to fuel demand for its cutting-edge chip-making machines. Plus, deals to develop data centers just keep coming, among them Microsoft and UK startup NScale inking a fourth deal. And Apple updates its top-of-the-line iPad Pro and other products with its own in-house chip.

Bloomberg&rsquo;s Caroline Hyde breaks down ASML&rsquo;s earnings as the AI boom continues to fuel demand for its cutting-edge chip-making machines. Plus, deals to develop data centers just keep coming, among them Microsoft and UK startup NScale inking a fourth deal. And Apple updates its top-of-the-line iPad Pro and other products with its own in-house chip.

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

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

ASML Earnings Signal AI Demand Holding Strong

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Bloomberg’s Ed Ludlow discusses how SpaceX is targeting an IPO next year, with the goal of raising far beyond $30 billion, the most in history. Plus, Meta makes a pivot on open-source models, and Nvidia pushes back on reports that DeepSeek smuggled thousands of banned Blackwell chips into China.

Bloomberg&rsquo;s Ed Ludlow discusses how SpaceX is targeting an IPO next year, with the goal of raising far beyond $30 billion, the most in history. Plus, Meta makes a pivot on open-source models, and Nvidia pushes back on reports that DeepSeek smuggled thousands of banned Blackwell chips into China.

SpaceX Said to Pursue 2026 IPO

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s decision to allow Nvidia to ship its H200 AI chip to China, in exchange for a 25% surcharge. Plus, the battle for Warner Bros. heats up, as antitrust concerns swirl around both Netflix’s and Paramount Skydance’s offers. And Microsoft is committing $17.5 billion over four years to help build India's cloud and AI infrastructure.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss President Trump&rsquo;s decision to allow Nvidia to ship its H200 AI chip to China, in exchange for a 25% surcharge. Plus, the battle for Warner Bros. heats up, as antitrust concerns swirl around both Netflix&rsquo;s and Paramount Skydance&rsquo;s offers. And Microsoft is committing $17.5 billion over four years to help build India's cloud and AI infrastructure.

Nvidia Wins US Approval to Sell H200 Chips to China

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5b7fcd54-2594-4ea0-a8bc-b3ae012f6db9/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Paramount Skydance’s $30 per share bid for Warner Bros. Discovery that comes just days after the company agreed to a deal with Netflix. Plus, President Trump wants to limit state-level AI regulation with an executive order aiming for "one rule" on artificial intelligence, and IBM is buying data-streaming platform Confluent for about $9.3 billion in one of its largest takeovers yet.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss Paramount Skydance&rsquo;s $30 per share bid for Warner Bros. Discovery that comes just days after the company agreed to a deal with Netflix. Plus, President Trump wants to limit state-level AI regulation with an executive order aiming for "one rule" on artificial intelligence, and IBM is buying data-streaming platform Confluent for about $9.3 billion in one of its largest takeovers yet.

Paramount Makes Hostile Bid for Warner Bros. Discovery

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6154d9f1-6efd-41bd-814d-b3ad0188b489/transcript

ASML Earnings Signal AI Demand Holding Strong

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