Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer’s outlook and growth in its data center business. And Qualcomm CEO Cristiano Amon talks about the potential impact from component shortages on its revenue for the period.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer&rsquo;s outlook and growth in its data center business. And Qualcomm CEO Cristiano Amon talks about the potential impact from component shortages on its revenue for the period.

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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

Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

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Bloomberg’s Ed Ludlow breaks down SpaceX's first earnings which revealed massive AI spending, an ambitious Starlink expansion and Elon Musk's latest bold prediction: a $100 billion annual revenue run rate by year-end. Plus, Uber CEO Dara Khosrowshahi joins to discuss the company's earnings and its robotaxi ambitions, and Zoox CEO Aicha Evans weighs in on the company's big commercial milestone of starting to charge for rides in Las Vegas.

Bloomberg&rsquo;s Ed Ludlow breaks down SpaceX's first earnings which revealed massive AI spending, an ambitious Starlink expansion and Elon Musk's latest bold prediction: a $100 billion annual revenue run rate by year-end. Plus, Uber CEO Dara Khosrowshahi joins to discuss the company's earnings and its robotaxi ambitions, and Zoox CEO Aicha Evans weighs in on the company's big commercial milestone of starting to charge for rides in Las Vegas.

SpaceX, Uber and the Future of Mobility

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1ba3abef-f187-47f9-9b23-b49d011df764/transcript

Bloomberg’s Ed Ludlow breaks down Palantir's blockbuster earnings results and strong commercial demand, with US commercial sales in the second quarter rising 149% from a year earlier. Plus, Apple exceeded $10 billion in annual sales in India for the first time last fiscal year. And, Palo Alto Networks doubles down on AI-powered cyber defense.

Bloomberg&rsquo;s Ed Ludlow breaks down Palantir's blockbuster earnings results and strong commercial demand, with US commercial sales in the second quarter rising 149% from a year earlier. Plus, Apple exceeded $10 billion in annual sales in India for the first time last fiscal year. And, Palo Alto Networks doubles down on AI-powered cyber defense.

Palantir Surges as AI Demand Accelerates

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Bloomberg’s Ed Ludlow breaks down Alibaba's latest Qwen model, its biggest ever, claiming performance on par with Anthropic. Plus, AWS CEO Matt Garman joins after Amazon surpassed $3 trillion in market value for the first time, extending gains after a big cloud and AI-driven earnings report last week. And, we dive into the details of the new Apple Upgrade program and iPhone-maker's next era of growth as the company reinvents itself as a subscription giant.

Bloomberg&rsquo;s Ed Ludlow breaks down Alibaba's latest Qwen model, its biggest ever, claiming performance on par with Anthropic. Plus, AWS CEO Matt Garman joins after Amazon surpassed $3 trillion in market value for the first time, extending gains after a big cloud and AI-driven earnings report last week. And, we dive into the details of the new Apple Upgrade program and iPhone-maker's next era of growth as the company reinvents itself as a subscription giant.

China's AI Push Meets Amazon's Cloud Surge

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/37063ff1-3772-4430-bf32-b49b016a080a/transcript

Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

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