Trump Wants Big Tech to Pay for Power

Bloomberg’s Ed Ludlow discusses the plan laid out by the Trump administration and several states to have tech companies pay for surging energy prices following the rise of AI data centers. Plus, AI coding startup Replit nears a $9 billion valuation in a new funding round. And the Chairman of the Fe…

TSMC Forecast Lifts Peers on Robust AI Demand

Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute, and hunts for hardware partners across data centers and consumer devices. And New York City Mayor …

US Eases Path for Nvidia to Sell H200s to China

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the US Commerce Department’s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI CEO Deepak Pathak discusses how the company’s robot “brain” works across form factors. And, Netflix…

Meta Shifts to AI Devices From Metaverse

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans to double the output of its Ray-Ban AI-glasses as it pivots away from the metaverse. Plus, Microsoft pledges to pay electricity rates that will cover costs for its data centers, seeking to quell consumer anxiety over power prices. And, Kl…

Apple Picks Gemini to Run AI-Powered Siri

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s decision to use Alphabet’s Gemini to power Siri in a multiyear deal. Plus, Nvidia plans to invest $1 billion over five years in a new lab with Eli Lilly & Co. to speed up the use of AI in the pharmaceutical industry. And, Paramount sues Warner…

Meta to Become the Biggest Nuclear Buyer Among Hyperscalers

Bloomberg’s Ed Ludlow discusses Meta’s latest energy deals for AI data centers that will make it the biggest buyer of nuclear power among its hyperscaler peers. Plus, MiniMax, one of China’s largest generative AI startups, goes public in Hong Kong. And, Snowflake CEO Sridhar Ramaswamy talks about t…

Future of Robots on Display at CES

Humanoid robots have been folding laundry, lifting boxes and demonstrating new AI-powered capabilities at CES but their future in homes is likely still far away. Jan Liphardt, founder and CEO of OpenMind and professor of bioengineering at Stanford University, discusses the outlook for AI robots wit…

Bloomberg Tech at CES, Day 2

Bloomberg Tech's Caroline Hyde and Ed Ludlow are live from CES in Las Vegas. They sit down with Jim Johnson of Intel's Client Computing Group to discuss the chipmaker's efforts to make its products competitive again. They also discuss why Warner Brothers rejected an amended takeover offer from Para…

Bloomberg Tech at CES

Bloomberg Tech's Caroline Hyde and Ed Ludlow are live from CES in Las Vegas. They sit down with AMD CEO Lisa Su after the company announced a new chip for corporate data center use. Plus, Lucid Interim CEO Marc Winterhoff weighs in on the global EV and robotaxi landscape. And the CEO of gaming-hard…

Tech Traders Shrug Off Maduro Ouster

Bloomberg’s Caroline Hyde discusses the AI trade as tech investors show optimism at the start of 2026. Plus Tesla's China factory shipments rise in December but still drop in 2025. And we preview CES as it kicks off in Las Vegas with the CEOs of Nvidia and AMD set to speak.