Bloomberg’s Ed Ludlow breaks down Oracle's latest move to protect itself from mounting costs on a massive New Mexico data center facing regulatory setbacks and local opposition. Plus, Meta comes out with a new palm-sized device for using its popular new AI assistant, Muse; and all eyes are on President Trump and China's Xi Jinping as they meet in the White House and discuss AI.

Bloomberg&rsquo;s Ed Ludlow breaks down Oracle's latest move to protect itself from mounting costs on a massive New Mexico data center facing regulatory setbacks and local opposition. Plus, Meta comes out with a new palm-sized device for using its popular new AI assistant, Muse; and all eyes are on President Trump and China's Xi Jinping as they meet in the White House and discuss AI.

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

Oracle’s Data Center Challenge as Trump, Xi Talk AI

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7f21ffd1-a353-4c5e-9086-b4cf011284f3/transcript

Bloomberg’s Ed Ludlow breaks down Anthropic's third-quarter revenue numbers as the company gets ready for its IPO. Plus: CoreWeave’s talk of tapping “unlimited” pools of money rattles markets and puts the financing behind the data center buildout back under the microscope; and Nvidia CEO Jensen Huang says safety and containment should be integrated into AI systems even as AI advances.

Bloomberg&rsquo;s Ed Ludlow breaks down Anthropic's third-quarter revenue numbers as the company gets ready for its IPO. Plus: CoreWeave&rsquo;s talk of tapping &ldquo;unlimited&rdquo; pools of money rattles markets and puts the financing behind the data center buildout back under the microscope; and Nvidia CEO Jensen Huang says safety and containment should be integrated into AI systems even as AI advances.

Anthropic's 3Q Revenue Reaches $16.8 Billion

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2d11e5eb-e25c-4087-bf3f-b4e401093090/transcript

Bloomberg’s Ed Ludlow breaks down ASML's earnings after the company raised its sales forecast for 2026 and said it aims to increase production of its chip-making machines to keep up with soaring AI spending. Plus, Nvidia CEO Jensen Huang announces plans to invest an additional $2 billion in European deals. And, an inside look at the making of Grand Theft Auto VI, expected to be the biggest video game blockbuster of all time.

Bloomberg&rsquo;s Ed Ludlow breaks down ASML's earnings after the company raised its sales forecast for 2026 and said it aims to increase production of its chip-making machines to keep up with soaring AI spending. Plus, Nvidia CEO Jensen Huang announces plans to invest an additional $2 billion in European deals. And, an inside look at the making of Grand Theft Auto VI, expected to be the biggest video game blockbuster of all time.

ASML Boosts Outlook as AI Chip Demand Soars

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f7bbcc19-6ccc-4dab-ac57-b4e30117e03a/transcript

Bloomberg’s Ed Ludlow breaks down the accelerating chip selloff as pressure spreads from Asia to the US. Plus, Apple releases a new line of smart home devices including its HomeView Hub, the centerpiece of its push to challenge Amazon and Google in that space. And, Meta releases a new AI model which it says has "frontier capabilities" as it vies to take on OpenAI and Anthropic. 

Bloomberg&rsquo;s Ed Ludlow breaks down the accelerating chip selloff as pressure spreads from Asia to the US. Plus, Apple releases a new line of smart home devices including its HomeView Hub, the centerpiece of its push to challenge Amazon and Google in that space. And, Meta releases a new AI model which it says has "frontier capabilities" as it vies to take on OpenAI and Anthropic.

Chip Selloff Spreads Globally, Apple Makes Smart Home Push

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f41bd3aa-7bc1-475d-b784-b4e20115be0d/transcript

Oracle’s Data Center Challenge as Trump, Xi Talk AI

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