Oracle falls after reporting a jump in spending on AI data centers and other equipment. Plus, Disney agrees to invest $1 billion in OpenAI and license characters for use on the Sora generative video platform, and the CEO of chip-design software maker Synopsys joins to break down the company's earnings following a significant equity investment from Nvidia earlier this month.

Oracle falls after reporting a jump in spending on AI data centers and other equipment. Plus, Disney agrees to invest $1 billion in OpenAI and license characters for use on the Sora generative video platform, and the CEO of chip-design software maker Synopsys joins to break down the company's earnings following a significant equity investment from Nvidia earlier this month.

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

Oracle Slides by Most Since January on Mounting AI Spending

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss why Anthropic has rebuffed investors' efforts to back the company with funding that would value it at more than $800 billion. Plus, Meta expands a multi-billion-dollar partnership with Broadcom to design and build custom chips. And ASML, the supplier of cutting-edge chipmaking machines, raises its full-year sales forecast as AI demand fuels growth.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss why Anthropic has rebuffed investors' efforts to back the company with funding that would value it at more than $800 billion. Plus, Meta expands a multi-billion-dollar partnership with Broadcom to design and build custom chips. And ASML, the supplier of cutting-edge chipmaking machines, raises its full-year sales forecast as AI demand fuels growth.

Anthropic Draws Investor Offers at Over $800 Billion Value

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/171ea412-e6e7-4de9-9468-b42d01142e62/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s plan to buy satellite operator Globalstar in a $11.6 billion deal. Plus, Lucid's New Incoming CEO, Silvio Napoli, discusses the company’s fresh injection of capital and deeper robotaxi push. And the US Treasury Department is looking to use Anthropic's Mythos AI model to find vulnerabilities in its systems, according to a source.  

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss Amazon&rsquo;s plan to buy satellite operator Globalstar in a $11.6 billion deal. Plus, Lucid's New Incoming CEO, Silvio Napoli, discusses the company&rsquo;s fresh injection of capital and deeper robotaxi push. And the US Treasury Department is looking to use Anthropic's Mythos AI model to find vulnerabilities in its systems, according to a source.&nbsp;&nbsp;

Amazon to Buy Globalstar for $11.6 Billion

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/14c3dfc6-c217-4098-8366-b42c01175ac9/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Anthropic’s newest AI model Mythos as US officials warn Wall Street that the tool could usher in an era of cyber risk. Plus Roblox CEO Dave Baszucki explains why the company is introducing new accounts for younger children and teens and how well its age estimation tool is working. And following the historic Artemis II splashdown, NASA and its partners pick apart what worked and what didn't on its space vehicles. 

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss Anthropic&rsquo;s newest AI model Mythos as US officials warn Wall Street that the tool could usher in an era of cyber risk. Plus Roblox CEO Dave Baszucki explains why the company is introducing new accounts for younger children and teens and how well its age estimation tool is working. And following the historic Artemis II splashdown, NASA and its partners pick apart what worked and what didn't on its space vehicles.&nbsp;

Regulators Warn of New Era of Cyber Risk from AI

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/febd255a-8014-4d88-8ba9-b42b011bc94a/transcript

Oracle Slides by Most Since January on Mounting AI Spending

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