Bloomberg's Caroline Hyde and Mike Shepard discuss ASML's record surge as it sees sustained AI demand. And, Microsoft and OpenAI are investigating whether OpenAI code was obtained in an unauthorized way for a group linked to DeepSeek. Plus, a conversation with T-Mobile CEO Mike Sievert after posting a fourth quarter earnings beat and a secret partnership with Apple to implement SpaceX's Starlink service.

Bloomberg's Caroline Hyde and Mike Shepard discuss ASML's record surge as it sees sustained AI demand. And, Microsoft and OpenAI are investigating whether OpenAI code was obtained in an unauthorized way for a group linked to DeepSeek. Plus, a conversation with T-Mobile CEO Mike Sievert after posting a fourth quarter earnings beat and a secret partnership with Apple to implement SpaceX's Starlink service.

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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

ASML's Record Surge, Microsoft Investigates DeepSeek Code

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/833a841e-333d-442e-9c68-b27401559305/transcript

Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power, and all eyes are on Nvidia as the chipmaker reports earnings next week.

Bloomberg&rsquo;s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX&rsquo;s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power, and all eyes are on Nvidia as the chipmaker reports earnings next week.

Anthropic Preps for Blockbuster Public Listing

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e5a8b412-4de3-446d-9ac5-b4ad012ce6a9/transcript

Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba's profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft's largest AI customers, and at defense tech startup Castelion's plans to boost production of its hypersonic missile systems.

Bloomberg&rsquo;s Ed Ludlow breaks down the plunge in Alibaba's profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft's largest AI customers, and at defense tech startup Castelion's plans to boost production of its hypersonic missile systems.

Alibaba's AI Spending Spree, Concerns of Circular AI Financing

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/858011a1-da18-420c-a270-b4ac01834da2/transcript

Bloomberg’s Ed Ludlow takes a look at the expanded partnership between Marvell and Google for chip development, with Marvell giving the search giant the right to buy as much as $12.2 billion in stock. Plus, SK Hynix plans to buy back $29 billion of shares and return more profits to investors to stabilize its stock after falling more than 50% in two months. And, startup Fuse raises $100 million to bring commercial nuclear fusion energy to the US and its allies.

Bloomberg&rsquo;s Ed Ludlow takes a look at the expanded partnership between Marvell and Google for chip development, with Marvell giving the search giant the right to buy as much as $12.2 billion in stock. Plus, SK Hynix plans to buy back $29 billion of shares and return more profits to investors to stabilize its stock after falling more than 50% in two months. And, startup Fuse raises $100 million to bring commercial nuclear fusion energy to the US and its allies.

Google’s Chip Push, SK Hynix’s $29 Billion Buyback

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9ea98971-5484-457a-bcc5-b4ab015d355e/transcript

ASML's Record Surge, Microsoft Investigates DeepSeek Code

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