Bloomberg’s Caroline Hyde and Ed Ludlow preview Nvidia’s earnings as investors look for fresh clues on AI’s market impact. Plus, Anthropic loosens its central safety policy amid a growing dispute with the US Defense Department over guardrails. And Sequoia partner Alfred Lin discusses AI’s impact on financial services alongside the CEO of his new portfolio company, Rowspace's Michael Manapat

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow preview Nvidia&rsquo;s earnings as investors look for fresh clues on AI&rsquo;s market impact. Plus, Anthropic loosens its central safety policy amid a growing dispute with the US Defense Department over guardrails. And Sequoia partner Alfred Lin discusses AI&rsquo;s impact on financial services alongside the CEO of his new portfolio company, Rowspace's Michael Manapat

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

Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy

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Bloomberg’s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China's chipmaking add to worries about the sustainability of the AI spending boom. Plus, SpaceX shares erase a fifth of their value since the record-setting debut of Musk's company, as investors start to avoid riskier tech firms. And, Apple briefly becomes just the second company ever to achieve a $5 trillion market valuation.

Bloomberg&rsquo;s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China's chipmaking add to worries about the sustainability of the AI spending boom. Plus, SpaceX shares erase a fifth of their value since the record-setting debut of Musk's company, as investors start to avoid riskier tech firms. And, Apple briefly becomes just the second company ever to achieve a $5 trillion market valuation.

AI Trade Stumbles as Chip Stocks Slide

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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 

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Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy

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