AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face

Bloomberg’s Ed Ludlow breaks down Oracle's latest results and how they are helping ease concerns around the company's massive AI infrastructure buildout. Plus, the debate around AI's societal risks and the backlash against the global data center build-out grow louder.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow discusses Apple's iPhone Duo with Bloomberg's Mark Gurman, from its anticipated reception with consumers to what it means for Apple's new era under CEO John Ternus. Plus, the AI chip race is moving to inference, and Elon Musk's Boring Co. reaches a $23 billion valuation.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow is live from Apple Park in Cupertino for what could be the iPhone Maker's most consequential product launch in years, with John Ternus making his first major public appearance as Apple CEO - and all eyes on Apple's highly anticipated first foldable iPhone, marking the biggest change to the iPhone's form factor in almost twenty years.See omnystudio.com/listener for privacy information.

Bloomberg’s Riley Griffin breaks down Qualcomm's deal signing up Amazon as a data center chip customer, an agreement that will span "multiple generations." Meanwhile, another deal falls apart after Anthropic decides against acquiring AI startup Decart AI; and all eyes are on Apple as the company kicks off its product launch tomorrow, with its foldable iPhone a decade in the making.See omnystudio.com/listener for privacy information.

Bloomberg’s Lisa Mateo takes a look at Anthropic as it finalizes an expansion of its revolving credit facility to $15 billion before its anticipated public filing. Plus, a look at the latest US jobs report showing the IT sector shed 23,000 jobs in August; and Apple is kicking off the John Ternus era with what could be the biggest run of new devices in its history.See omnystudio.com/listener for privacy information.

OpenAI CEO and co-founder Sam Altman discusses the rollout of GPT-6 Astra, the company's latest AI model, and says the tech industry has done a terrible job of communicating the benefits of AI. Speaking with Bloomberg Tech co-host Ed Ludlow as heard live on Bloomberg TV and Radio, Altman also says he assumes the company will go public one day. See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down what earnings from Broadcom, Snowflake and HPE tell us about the strength of the AI boom. Plus, Hugging Face co-founder Thomas Wolf joins to discuss Nvidia's $13 billion acquisition deal for the AI startup; and self-driving tech startup Wayve reaches a deal with Uber to offer robotaxi rides in London.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Nvidia's advanced talks to acquire AI startup Hugging Face in a $14 billion deal. Plus, Dell shares jump after the company boosted its annual sales forecast by $25 billion due to surging demand for servers to run AI tasks, and Uber cuts 10% of its staff globally to streamline its core engineering, science and delivery groups.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Anthropic's $35 billion computing deal with Nvidia-backed cloud provider Lambda as the AI startup looks to expand its AI capacity. Plus, Elon Musk predicts AI will increase the global economy by up to 30%, and John Ternus officially takes over as Apple CEO as the company gets ready for a new product unveil next week.See omnystudio.com/listener for privacy information.

Bloomberg’s Ed Ludlow breaks down Nvidia's $3.5 billion investment in MediaTek, deepening its collaboration with the Taiwanese chipmaker. Plus, today is Tim Cook's last day as CEO of Apple before John Ternus takes the reins tomorrow, and all eyes are on Anthropic as it prepares to file publicly in the coming weeks.See omnystudio.com/listener for privacy information.