Bloomberg’s Ed Ludlow discusses Netflix earnings as the company’s shares fall. Plus, the CFO of Taiwan Semiconductor Manufacturing discusses the company’s $165 billion US expansion plan. And defense tech startup Hadrian closes a $260 million Series C funding round led by Founders Fund.See omnystudio.com/listener for privacy information.
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44:08
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44:08
Uber Plans Robotaxi Partnership with Lucid and Nuro
Bloomberg’s Ed Ludlow discusses the impact of AI demand on shares of Taiwan Semiconductor Company. Plus, the President of self-driving startup Nuro explains the company’s plans for a robotaxi partnership with Uber and Lucid. And investors prepare for Netflix earnings, which no longer include subscriber numbers.See omnystudio.com/listener for privacy information.
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44:11
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44:11
Musk’s xAI In Talks to Lease Saudi Data Center Capacity
Bloomberg’s Ed Ludlow discusses the rise in Nvidia shares as CEO Jensen Huang says he expects to get the first batch of US licenses to export H20 AI chips to China soon. Plus, Elon Musk’s xAI is in talks to lease data center capacity in Saudi Arabia. And markets react to reports that President Trump has held talks about firing Federal Reserve Chair Powell.See omnystudio.com/listener for privacy information.
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39:57
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39:57
Nvidia, AMD Set to Resume Some AI Chip Sales to China
Bloomberg’s Ed Ludlow discusses changes to US trade restrictions that will allow Nvidia and AMD to sell some AI chips to China. Plus, AI and Crypto Czar David Sacks and Energy Secretary Chris Wright both join from the inaugural Pennsylvania Energy and Innovation Summit. And Cognition AI agrees to buy Windsurf.See omnystudio.com/listener for privacy information.
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46:11
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46:11
Panasonic Unveils EV Battery Plant in Kansas
Bloomberg’s Ed Ludlow discusses Panasonic’s new electric vehicle battery plant in De Soto, Kansas, with Panasonic NA CEO Megan Myungwon Lee and the CEO of Lucid, a key battery customer. Plus, Bloomberg’s Jackie Davalos breaks down Meta’s plans to spend hundreds of billions of dollars on compute power to build superintelligence. And Bitcoin’s value soars as Congress kicks off Crypto Week.See omnystudio.com/listener for privacy information.
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