Bloomberg's Caroline Hyde and Mike Shepard discuss Meta's capex boost as CEO Mark Zuckerberg plans up to $65 billion in AI investments. And, global chip stocks pull back as Texas Instruments' outlook underwhelms. Plus, they speak with Project Liberty founder Frank McCourt about his bid and the future for TikTok.

Bloomberg's Caroline Hyde and Mike Shepard discuss Meta's capex boost as CEO Mark Zuckerberg plans up to $65 billion in AI investments. And, global chip stocks pull back as Texas Instruments' outlook underwhelms. Plus, they speak with Project Liberty founder Frank McCourt about his bid and the future for TikTok.

Listen for news and analysis on global technology companies and investors. 

Hosts Caroline Hyde and Ed Ludlow bring 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; Hosts Caroline Hyde and Ed Ludlow bring 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

Meta Boosts Capex to $65B

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/63d9488b-6c00-423a-aa38-b26f01424383/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google’s plans for new AI chips focused on inference. Plus, Blue Origin successfully launches and lands a reusable booster for its New Glenn rocket but fails to place its payload satellite in the correct orbit, sending shares of AST SpaceMobile sinking. And Cerebras plans an IPO, months after withdrawing a previous attempt at a public listing.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss Google&rsquo;s plans for new AI chips focused on inference. Plus, Blue Origin successfully launches and lands a reusable booster for its New Glenn rocket but fails to place its payload satellite in the correct orbit, sending shares of AST SpaceMobile sinking. And Cerebras plans an IPO, months after withdrawing a previous attempt at a public listing.

Google to Release New AI Chips, Challenging Nvidia

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bfc47a23-3f73-4c3b-bc24-b4320110d1ab/transcript

Bloomberg's Caroline Hyde and Ed Ludlow discuss Netflix's lackluster forecast for the second quarter and co-founder Reed Hastings stepping down after 29 years at the company. Plus, the US government plans to make a version of Anthropic's Mythos model available to major federal agencies to tackle cyber risks despite the company's ongoing legal feud with the Pentagon. And, Sequoia Capital raises $7 billion for its latest expansion fund, targeting AI giants like OpenAI and Anthropic.

Bloomberg's Caroline Hyde and Ed Ludlow discuss Netflix's lackluster forecast for the second quarter and co-founder Reed Hastings stepping down after 29 years at the company. Plus, the US government plans to make a version of Anthropic's Mythos model available to major federal agencies to tackle cyber risks despite the company's ongoing legal feud with the Pentagon. And, Sequoia Capital raises $7 billion for its latest expansion fund, targeting AI giants like OpenAI and Anthropic.

Netflix Drops After Worse-Than-Expected Forecast; Hastings Exits 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/168038a6-50d5-4c29-9b99-b42f012c3e64/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Anthropic's updated version of its AI model, Opus 4.7, released just a week after its limited release of Mythos. Plus, Elon Musk is kicking his Terafab plan into high gear, even as skepticism grows from the semiconductor industry. And TSMC reports a big surge in profit and raises its revenue outlook for 2026, driven by strong demand for AI chips.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss Anthropic's updated version of its AI model, Opus 4.7, released just a week after its limited release of Mythos. Plus, Elon Musk is kicking his Terafab plan into high gear, even as skepticism grows from the semiconductor industry. And TSMC reports a big surge in profit and raises its revenue outlook for 2026, driven by strong demand for AI chips.

Anthropic Unveils Updated Opus 4.7 Model 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b293c5dd-6732-4a72-89d8-b42e012445a9/transcript

Meta Boosts Capex to $65B

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