Bloomberg’s Caroline Hyde and Ed Ludlow speak with the heads of Palo Alto Networks and CyberArk about the $25 billion acquisition deal the cybersecurity companies have reached. Plus, investors look for signs of growth and payoff from AI spending as big tech companies prepare to release earnings. And Anthropic nears a fundraising deal that would value the AI startup at $170 billion.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow speak with the heads of Palo Alto Networks and CyberArk about the $25 billion acquisition deal the cybersecurity companies have reached. Plus, investors look for signs of growth and payoff from AI spending as big tech companies prepare to release earnings. And Anthropic nears a fundraising deal that would value the AI startup at $170 billion.

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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

Palo Alto Networks, CyberArk Reach $25B Deal 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0496533d-bed7-4028-a1c1-b32a0148a9eb/transcript

Bloomberg’s Tim Stenovec takes a look at OpenAI, which is on track to generate annualized revenue of more than $40 billion, roughly doubling its run rate from the end of 2025. Plus, how a New York City bill backed by Mayor Zohran Mamdani could force Amazon to directly employ its delivery workers, and Meta's former chief AI scientist joins a new venture firm to invest in early AI startups.

Bloomberg&rsquo;s Tim Stenovec takes a look at OpenAI, which is on track to generate annualized revenue of more than $40 billion, roughly doubling its run rate from the end of 2025. Plus, how a New York City bill backed by Mayor Zohran Mamdani could force Amazon to directly employ its delivery workers, and Meta's former chief AI scientist joins a new venture firm to invest in early AI startups.

OpenAI’s Explosive Growth Continues

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bb9b564a-0e92-4abd-b868-b4a601138416/transcript

Bloomberg’s Ed Ludlow breaks down what could be Anthropic's biggest acquisitions yet: a $6 billion deal for AI startup Decart to help it squeeze more performance out of its computing infrastructure. Plus, CoreWeave warns investors that shifting from its exclusive use of Nvidia AI chips may cost time and money, and Cerebras' second-quarter earnings send its shares sliding after underwhelming growth.

Bloomberg&rsquo;s Ed Ludlow breaks down what could be Anthropic's biggest acquisitions yet: a $6 billion deal for AI startup Decart to help it squeeze more performance out of its computing infrastructure. Plus, CoreWeave warns investors that shifting from its exclusive use of Nvidia AI chips may cost time and money, and Cerebras' second-quarter earnings send its shares sliding after underwhelming growth.

Anthropic Looks to Buy Decart for $6 Billion

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/96e30deb-1485-4662-8b7d-b4a50118c3cc/transcript

Bloomberg’s Ed Ludlow breaks down positive earnings results from CoreWeave and Supermicro, showing the booming AI market continues to bolster their sales. Plus, Silicon Data raises new funding and puts it to work on building independent benchmarks for AI compute. And, investors are betting AI music startup Suno can be the next Spotify despite concerns about theft and AI slop.

Bloomberg&rsquo;s Ed Ludlow breaks down positive earnings results from CoreWeave and Supermicro, showing the booming AI market continues to bolster their sales. Plus, Silicon Data raises new funding and puts it to work on building independent benchmarks for AI compute. And, investors are betting AI music startup Suno can be the next Spotify despite concerns about theft and AI slop.

CoreWeave, Supermicro Lead Tech Stocks Higher on Results

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/122d9d5b-53ef-40bc-898f-b4a4011c38a5/transcript

Palo Alto Networks, CyberArk Reach $25B Deal

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