Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC's third-quarter results, which beat expectations and provided a positive outlook buoyed by strong AI demand. Plus, China unveils export controls on its rare-earth supply chain, sparking a global pushback. And the head of Apple’s ChatGPT-like search effort leaves in another blow to the company’s AI ambitions.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss TSMC's third-quarter results, which beat expectations and provided a positive outlook buoyed by strong AI demand. Plus, China unveils export controls on its rare-earth supply chain, sparking a global pushback. And the head of Apple&rsquo;s ChatGPT-like search effort leaves in another blow to the company&rsquo;s AI ambitions.

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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

TSMC Beats Expectations, Raises Revenue Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2df515c1-292c-4846-9275-b3780149ef49/transcript

Bloomberg’s Ed Ludlow takes a look at SpaceX in talks with banks and investors to borrow $40 billion to buy chips from Nvidia. Plus, Apple plans its entry into the smart home space with a doorbell, thermostat, and other accessories developed with LG; and JD Moriarty, Vice Chair and head of Global Tech Equity Capital Markets at Bank of America Securities, discusses the upcoming mega AI IPO pipeline.

Bloomberg&rsquo;s Ed Ludlow takes a look at SpaceX in talks with banks and investors to borrow $40 billion to buy chips from Nvidia. Plus, Apple plans its entry into the smart home space with a doorbell, thermostat, and other accessories developed with LG; and JD Moriarty, Vice Chair and head of Global Tech Equity Capital Markets at Bank of America Securities, discusses the upcoming mega AI IPO pipeline.

SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/acac6294-654d-4eec-b439-b4dc010ff44d/transcript

Bloomberg’s Ed Ludlow breaks down OpenAI's talks with multiple investors to raise at least $30 billion at a valuation of about $1.4 trillion. Plus, DeepSeek is also close to securing at least 12 billion in its latest round of funding ahead of its own IPO next year, and JPMorganChase CEO Jamie Dimon weighs in on data centers and AI risks from London's Tech Stars event.

Bloomberg&rsquo;s Ed Ludlow breaks down OpenAI's talks with multiple investors to raise at least $30 billion at a valuation of about $1.4 trillion. Plus, DeepSeek is also close to securing at least 12 billion in its latest round of funding ahead of its own IPO next year, and JPMorganChase CEO Jamie Dimon weighs in on data centers and AI risks from London's Tech Stars event.

OpenAI, DeepSeek Chase Billions as AI Funding Boom Rolls On

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5cc92204-cfdc-4592-bbb7-b4db01204906/transcript

Bloomberg’s Ed Ludlow breaks down Hon Hai's results beating revenue expectations as the infrastructure boom rolls on, in another sign the AI spending spree isn't slowing down. Plus, the AI boom leads to a billionaire boom as Tech's richest are now worth a combined $4.6 trillion. And, how Apple's new CEO is putting his own stamp on the company and making design a much bigger priority.

Bloomberg&rsquo;s Ed Ludlow breaks down Hon Hai's results beating revenue expectations as the infrastructure boom rolls on, in another sign the AI spending spree isn't slowing down. Plus, the AI boom leads to a billionaire boom as Tech's richest are now worth a combined $4.6 trillion. And, how Apple's new CEO is putting his own stamp on the company and making design a much bigger priority.

AI Boom: Bigger Infrastructure, Bigger Fortunes

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0bda010f-e533-4e20-a5b2-b4da01124351/transcript

TSMC Beats Expectations, Raises Revenue Outlook

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