Dell Raises AI Server Sales Outlook While HP Cuts Jobs
Bloomberg’s Tim Stenovec discusses Dell's increased outlook for AI server shipments and HP’s plans for job cuts. Plus, Warner Brothers Discovery is asking bidders for sweetened offers as it explores options for a sale. And Nvidia is in focus as questions about competition in the AI chip market grow.See omnystudio.com/listener for privacy information.
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Nvidia Shares Fall on Reports of Google Competition
Bloomberg’s Caroline Hyde discusses the fall in Nvidia shares following reports that Meta is in talks to spend billions on Google’s AI chips. Plus, Chinese leader Xi Jinping revived the topic of China's sovereignty over Taiwan in a phone call with President Donald Trump. And Apple eliminates sales roles in a rare layoff to streamline the way it offers products to businesses and governments.See omnystudio.com/listener for privacy information.
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Big Tech’s AI Debt Is Raising Investors’ Eyebrows
Bloomberg’s Caroline Hyde discusses what stocks are moving as investors eye the growing amount of debt tech companies are taking on to support the AI buildout. Plus, investors pulled $3.5 billion from Bitcoin ETFs in November, as the crypto heads for its worst performance since the 2022 collapse. And IonQ CEO Niccolo de Masi discusses the company’s partnership with Heven AeroTech to develop quantum-enabled drones.See omnystudio.com/listener for privacy information.
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Special Episode: Here's Why AI Costs Still Worry Investors
Today we’re sharing something a little different in your feed — an episode from our colleagues at Here’s Why, Bloomberg’s weekly show that answers one big question in under 10 minutes, explaining the ideas shaping our world. This episode looks at a story right at the heart of the tech world: the massive investments in AI data centers, and the hidden costs that come with them. If you’d like to hear more episodes like this one, you can follow Here’s Why wherever you get your podcasts: Apple Podcasts: https://podcasts.apple.com/gb/podcast/heres-why/id1479610314 Spotify: https://open.spotify.com/show/6dajvfHUjw7HaFot0BoNNu Bloomberg: https://www.bloomberg.com/podcasts/series/heres-why See omnystudio.com/listener for privacy information.
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AI, Crypto Anxiety Creates Volatile Week for Markets
Bloomberg’s Caroline Hyde discusses the wild ride markets have been on as AI and crypto anxiety hit investors. Plus, OpenAI is teaming up with Foxconn to design AI data center hardware in the US. And Cerebras CEO Andrew Feldman shares his thoughts on the US approval for advanced AI chips to be sold to the Middle East.See omnystudio.com/listener for privacy information.
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