Bloomberg's Caroline Hyde and Ed Ludlow take a look at chip makers warning of the impact of US curbs on China. Plus, what to watch out for with Netflix and Tesla reporting their 3Q results after the bell.

Bloomberg's Caroline Hyde and Ed Ludlow take a look at chip makers warning of the impact of US curbs on China. Plus, what to watch out for with Netflix and Tesla reporting their 3Q results after the bell.

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

US Chip Curbs Impact, Netflix and Tesla Earnings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ca15dcd1-b044-488a-89f9-b09f011e7730/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the US Commerce Department has drafted regulations restricting AI chip shipments to anywhere in the world without American approval. Plus, Oracle plans to cut thousands of jobs as it handles a cash crunch from a massive AI data center expansion effort. And, the Pentagon has officially notified lawmakers that it has determined Anthropic and its products pose a risk to the US supply chain.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss reports that the US Commerce Department has drafted regulations restricting AI chip shipments to anywhere in the world without American approval. Plus, Oracle plans to cut thousands of jobs as it handles a cash crunch from a massive AI data center expansion effort. And, the Pentagon has officially notified lawmakers that it has determined Anthropic and its products pose a risk to the US supply chain.

US Considers Permits for Global Nvidia, AMD AI Chip Sales

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ef6dff9c-59d8-4f1a-bb02-b405012ca046/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Broadcom’s results as the CEO predicts AI chip sales will top $100 billion next year. Plus, Anthropic has restarted talks with the Pentagon following the feud over AI use by the military, according to a person familiar with the matter. And, Founders Fund General Partner Trae Stephens and Nominal CEO Cameron McCord discuss the startup's latest funding and its efforts to modernize manufacturing.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss Broadcom&rsquo;s results as the CEO predicts AI chip sales will top $100 billion next year. Plus, Anthropic has restarted talks with the Pentagon following the feud over AI use by the military, according to a person familiar with the matter. And, Founders Fund General Partner Trae Stephens and Nominal CEO Cameron McCord discuss the startup's latest funding and its efforts to modernize manufacturing.

Broadcom Expects AI Chips Sales to Top $100 Billion in 2027

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/007a572e-3fd6-470f-83fb-b4040140d419/transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rebound in tech stocks as investors seek clarity around the war in Iran, five days into the conflict. Plus, Anthropic is on track to generate annual revenue of almost $20 billion, more than doubling in a few months as the company continues to clash with the Pentagon over AI safeguards. And Apple comes after the PC market and budget-minded shoppers with its new $599 MacBook Neo.

Bloomberg&rsquo;s Caroline Hyde and Ed Ludlow discuss the rebound in tech stocks as investors seek clarity around the war in Iran, five days into the conflict. Plus, Anthropic is on track to generate annual revenue of almost $20 billion, more than doubling in a few months as the company continues to clash with the Pentagon over AI safeguards. And Apple comes after the PC market and budget-minded shoppers with its new $599 MacBook Neo.

Anthropic Nears $20B Run Rate, Apple to Sell $599 Laptop

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d7384897-cac3-4026-a4c7-b4030124df2b/transcript

US Chip Curbs Impact, Netflix and Tesla Earnings

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