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Bloomberg

Bloomberg Tech is the only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Technology

Nvidia, the world’s most valuable publicly traded company, gave a tepid revenue forecast for the current period, fueling concerns that a massive run-up in artificial intelligence spending is slowing. Sales will be roughly $54 billion in the fiscal third quarter, which runs through October, the company said in a statement Wednesday. Though that was in line with the average Wall Street estimate, some analysts had projected more than $60 billion. The forecast excluded data center revenue from China, a market where it has struggled with US export restrictions and opposing pressure from Beijing.

The outlook adds to concern that pace of investment in artificial intelligence systems is unsustainable. The difficulties in China also have clouded Nvidia’s business. Though the Trump administration recently eased curbs on exports of some AI chips to that country, the reprieve hasn’t yet translated into a rebound in revenue.

For instant reaction and analysis, hosts Tim Stenovec and Isabelle Lee speak with:
 
 • Bloomberg Intelligence Global Head of Technology Research Mandeep Singh
 • Bloomberg News Big Tech Team Leader Sarah Frier
 • Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners
 
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Instant Reaction: Nvidia Gives Lukewarm Forecast, Stoking Fears of AI Slowdown

Bloomberg’s Caroline Hyde discusses concerns about China and potential growth that investors will be watching when Nvidia releases its earnings after markets close. Plus, SpaceX's Starship hits a major milestone after deploying satellites for the first time. And IBM and AMD announce a partnership to develop quantum-centric supercomputing.

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Nvidia Investors Wait for Signals of Growth in Earnings

Bloomberg’s Caroline Hyde discusses AT&T’s plans to buy EchoStar’s spectrum licenses for about $23 billion. Plus, President Trump is vowing tech curbs and tariffs on countries with digital services taxes. And AI demand is in focus as investors prepare for Nvidia’s earnings this week.

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Trump Threatens Tech Tariffs in Digital Taxes Reprisal

Bloomberg’s Caroline Hyde discusses the latest on Intel after President Donald Trump announced a 10% stake in the chipmaker. Plus, Elon Musk announces he's suing Apple and OpenAI, accusing the companies of thwarting competition. And the world of esports is set to get bigger with the introduction of the Esports Nations Cup tournament.

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Elon Musk Sues Apple, US Takes Intel Stake

Bloomberg’s Caroline Hyde discusses concerns about AI valuations amid the Nasdaq 100's worst losing streak in five months. Plus, Thoma Bravo Managing Partner Holden Spaht discusses its planned acquisition of Dayforce for $12.3 billion. And Google puts AI at the center of its new Pixel devices.

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Thoma Bravo to Pay $12.3 Billion for Dayforce, Nasdaq Fall Continues

Bloomberg’s Caroline Hyde discusses the tech sell-off as shares fall for a second day. Plus Bank of America’s new Chief Technology and Information Officer talks about the bank’s use of AI as a new report from MIT shows most enterprises see no return on investment from their AI spend. And analysts offer their take on Meta restructuring its AI team again.

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Tech Sell Off Continues as Investors Question AI ROI

Bloomberg’s Caroline Hyde discusses potential plans by the US government to take a stake of about 10% in Intel as SoftBank buys into the chipmaker. Plus Palo Alto Networks CEO Nikesh Arora, discusses the company’s growth plans. And Apple expands iPhone production in India.

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SoftBank Invests in Intel as US Government Eyes 10% Stake

Bloomberg’s Matt Miller discusses plans by current and former OpenAI employees to sell $6 billion worth of shares to an investor group that includes SoftBank. Plus, investors react to US government plans to take a stake in Intel. And global competition in the electric vehicle space picks up. 

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OpenAI Staffers to Sell $6 Billion Worth of Shares

Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the Trump administration is eyeing CHIPS Act funds in order to take a stake in Intel. Plus, Applied Materials shares plunge due to growing trade concerns between the US and China. And OpenAI Chairman and Sierra CEO Bret Taylor talks about the impact artificial intelligence is having on software and how the OpenAI board is approaching corporate restructuring.

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Trump Eyes Chips Act Funds for Intel Stake

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s AI push, which relies on robots, a lifelike version of Siri, and home security devices. Plus, Cisco CEO Chuck Robbins talks about AI sales and the impact of tariffs following the company’s earnings report. And WHOOP CEO Will Ahmed defends his company’s decision to keep its blood oxygen tracker operational despite a request from the FDA to disable it.

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Apple AI Plan Hinges on Robots, Cisco CEO Talks Tariffs

Bloomberg's Emily Chang breaks down why the meme stock frenzy is back with Bed Bath & Beyond. Plus, why Twitter is up in arms about a16z funding the latest venture from Adam Neumann - the WeWork founder who lost billions of dollars for investors in one of tech's most spectacular flameouts.

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Meme Stock Mania, A16z Funding Adam Neumann's Startup

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