Bloomberg’s Caroline Hyde discusses Micron earnings as the memory maker plans heavy spending on production to meet demand. Plus, Alibaba says it's aiming to generate $100 billion in cloud and AI revenue within the next five years, even as earnings come under pressure. And, Uber is set to invest up to $1.25 billion in Rivian's robotaxi fleet in the ride-hail company’s latest deal.

Bloomberg&rsquo;s Caroline Hyde discusses Micron earnings as the memory maker plans heavy spending on production to meet demand. Plus, Alibaba says it's aiming to generate $100 billion in cloud and AI revenue within the next five years, even as earnings come under pressure. And, Uber is set to invest up to $1.25 billion in Rivian's robotaxi fleet in the ride-hail company&rsquo;s latest deal.

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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

Micron Warns of Heavy Spending Amid Memory Crunch

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ec6c8ce0-adbc-43cd-891f-b41201413d2c/transcript

Bloomberg’s Ed Ludlow breaks down Apple's big bet on Broadcom for the future, extending its custom chip partnership through 2031. Plus, Microsoft eyes a massive reorganization of its Xbox unit with plans to eliminate 20% of its staff over the next year, and SK Hynix begins marketing its US listing with plans to sell roughly $28 billion in American depositary receipts.

Bloomberg&rsquo;s Ed Ludlow breaks down Apple's big bet on Broadcom for the future, extending its custom chip partnership through 2031. Plus, Microsoft eyes a massive reorganization of its Xbox unit with plans to eliminate 20% of its staff over the next year, and SK Hynix begins marketing its US listing with plans to sell roughly $28 billion in American depositary receipts.

Broadcom, Apple Expand Custom Chip Partnership

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b3029201-be40-4cd8-8a33-b47f012dfa8c/transcript

Bloomberg’s Ed Ludlow breaks down reports that OpenAI is holding early-stage discussions about giving the US government a 5% equity stake. Plus, Tesla's delivery numbers rose 25% from a year ago, beating Wall Street's expectations by a wide margin, the CEO of Microsoft's commercial business discuss the tech giant's plan to set up a new organization with 6,000 employees to help businesses use AI.

Bloomberg&rsquo;s Ed Ludlow breaks down reports that OpenAI is holding early-stage discussions about giving the US government a 5% equity stake. Plus, Tesla's delivery numbers rose 25% from a year ago, beating Wall Street's expectations by a wide margin, the CEO of Microsoft's commercial business discuss the tech giant's plan to set up a new organization with 6,000 employees to help businesses use AI.

Tesla Deliveries Jump 25%

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/52b37490-d535-45d5-95fc-b47b0112126f/transcript

Bloomberg’s Ed Ludlow breaks down Meta's plans to develop its own cloud infrastructure business aimed at selling access to AI computing power and models. Plus, the Trump administration lifts foreign access restrictions on Anthropic's Fable 5 AI model. And, Lime CEO Wayne Ting joins as the company gets ready to debut on the Nasdaq.

Bloomberg&rsquo;s Ed Ludlow breaks down Meta's plans to develop its own cloud infrastructure business aimed at selling access to AI computing power and models. Plus, the Trump administration lifts foreign access restrictions on Anthropic's Fable 5 AI model. And, Lime CEO Wayne Ting joins as the company gets ready to debut on the Nasdaq.

Meta to Build Cloud Business to Sell Excess AI Compute

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a88fdc22-9408-4b31-9ae9-b47a0120ec41/transcript

Micron Warns of Heavy Spending Amid Memory Crunch

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