Bloomberg’s Ed Ludlow breaks down the fallout from Jensen Huang’s resignation from Nvidia as more details are revealed. Plus, Microsoft races to restore services after a global outage impacted government offices, traders and businesses worldwide; and Anthropic takes its IPO pitch to Wall Street as CEO Dario Amodei sits down with JPMorgan’s Jamie Dimon.
00:00:00 – Bloomberg Tech Begins
00:01:29 – Ian King on Nvidia sinks again
00:05:19 – Paisley Nardini, Tema ETFs on Nvidia Earnings in Focus
00:12:12 – Matt Day on Microsoft Outage
00:14:43 – Ryan Gould on SpaceX & Tesla Merger
00:19:19 – Nina Trentman on Nvidia’s Kress goes from behind the scenes to top
00:23:53 – Ryan Vlastelica on Nvidia analysts see uncertainty ahead
00:27:20 – Michael Shepard on Lutnick under fire
00:31:26 – Andrew Feldman, Cerebras CEO on 4Q core revenue forecast beats estimates
00:38:40 – Kunjan Sobhani on Huang departure could impact Nvidia deal pace
00:41:01 – Isabelle Lee on Anthropic IPO Pitch
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.
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