Podcast appearances and mentions of ed ludlow

Cerebras CEO Andrew Feldman says limited data center availability remains a challenge across the AI industry while the company's own cloud business is seeing strong demand. Speaking to Ed Ludlow on Bloomberg Tech, Feldman says Cerebras is positioning itself as an alternative to Nvidia for long-term investors.See omnystudio.com/listener for privacy information.

RUM Group CEO Chris Pavlovski says the company's "strong community" with more than 57M monthly users who can contribute and monetize their video data creates a moat around RUM Group, while speaking with BTV's Ed Ludlow on Bloomberg Tech. Pavlovski also says the firm is focused on finding the "right client" to monetize 250 megawatts of power capacity as fast as possible. Ludlow's interview with Pavlovski comes a day after the company released its 2Q earnings results, reporting revenue for the second quarter of $40.4 million vs. $25.1 million y/y.See omnystudio.com/listener for privacy information.

DraftKings Co-Founder, Chairman & CEO Jason Robins says the firm is seeing retention of customers from the World Cup and predicts those users playing on as the busy fall season gets underway, while speaking with BTV's Ed Ludlow on Bloomberg Tech. Robins also says the company is seeing "really strong traction on predictions," with enormous growth over the last month or two.See omnystudio.com/listener for privacy information.

Lyft CEO David Risher discusses the company's growth compared to Waymo, its plans to expand internationally and where Lyft is focused internally. He speaks with Ed Ludlow on "Bloomberg Tech."See omnystudio.com/listener for privacy information.

Western Digital (WD) says the AI infrastructure buildout is creating sustained demand for data storage, even as investors reacted to a softer near-term outlook. CEO Irving Tan joins Bloomberg to explain why hyperscaler demand remains strong and how the company is increasing hard drive capacity. He says long-term supply agreements suggest AI's storage needs will continue to grow well into the next decade. He joins Ed Ludlow on "Bloomberg Tech."See omnystudio.com/listener for privacy information.

Uber Technologies Inc. shares slid by the most in six months after the company issued a bookings outlook that just met analyst estimates, compounding concerns from investors about the company’s ability to evolve in the robotaxi era. Total gross bookings — a key metric that includes ride hails, delivery orders and driver and merchant earnings but not tips — will be $58.25 billion to $60.25 billion for the quarter ending in September, the company said Wednesday. For more, Uber CEO Dara Khosrowshahi spoke with Bloomberg Tech host Ed Ludlow.See omnystudio.com/listener for privacy information.

SpaceX stock fell after the company disclosed higher-than-expected spending on its artificial intelligence business, dampening an inaugural quarterly report that broadly surpassed Wall Street forecasts. Shares of Elon Musk’s rocket, satellite and AI conglomerate tumbled as much as 8.8% in US postmarket trading after it said capital spending jumped to about $18.4 billion in the second quarter. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Bloomberg Tech co-host Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research See omnystudio.com/listener for privacy information.

Hugging Face CEO Clement Delangue discusses OpenAI models' hack on Hugging Face last month and the future of AI regulation. Talking about the hack, Delangue, said that while companies want AI agents to think outside the box, they don't want AI to 'think outside the sandbox' and stay in the closed testing environment. Delangue also discussed government involvement in AI regulation and said that there is a risk that too much government intervention would result in a 'concentration of power' and said that is one of the biggest risks in the AI space. He talks to Bloomberg's Ed Ludlow. See omnystudio.com/listener for privacy information.

Amazon Web Services CEO Matt Garman says the company will keep investing in capex. “Today, demand still significantly outstrips supply and we’re trying to build and invest to keep up with what customers are asking for." He talks to Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

Listen for instant reaction and analysis of megacap tech earnings from Meta, Microsoft and Qualcomm. Meta Platforms gave a disappointing revenue forecast for the current quarter, intensifying investor concerns about the social media giant’s unprecedented spending on artificial intelligence and sending shares lower afterhours. Microsoft’s cloud unit grew at the fastest pace in four years, suggesting that the company’s computing infrastructure and artificial intelligence services continue to make inroads with businesses. Shares of Microsoft rose in extended trading. Qualcomm, the largest maker of smartphone processors, gave a weak profit forecast for the current quarter, signaling that component shortages and rising costs are taking a toll on its main market. The company’s stock fell afterhours. To break down all of this, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Host, Bloomberg Tech Mandeep Singh, Global Head of Technology Research, Bloomberg Intelligence See omnystudio.com/listener for privacy information.

SoFi Technologies announced record second-quarter revenue of $1.2 billion, driven by 40% revenue growth and strong profitability metrics including a 30% EBITDA margin and robust net income margin. The company also raised its full-year revenue guidance, reflecting confidence in continued member growth, product adoption, and cross-selling success. However, SoFi maintained its earnings guidance unchanged, citing the need to continue investing in growth and uncertainty from anticipated interest rate increases. SoFi CEO Anthony Noto emphasized the company’s long-term profitability outlook while explaining the cautious approach to near-term earnings. He spoke with Bloomberg Tech host Ed Ludlow.See omnystudio.com/listener for privacy information.

Listen for instant reaction and analysis of megacap tech earnings from Meta, Microsoft and Qualcomm. Meta Platforms gave a disappointing revenue forecast for the current quarter, intensifying investor concerns about the social media giant’s unprecedented spending on artificial intelligence and sending shares lower afterhours. Microsoft’s cloud unit grew at the fastest pace in four years, suggesting that the company’s computing infrastructure and artificial intelligence services continue to make inroads with businesses. Shares of Microsoft rose in extended trading. Qualcomm, the largest maker of smartphone processors, gave a weak profit forecast for the current quarter, signaling that component shortages and rising costs are taking a toll on its main market. The company’s stock fell afterhours. To break down all of this, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Host, Bloomberg Tech Mandeep Singh, Global Head of Technology Research, Bloomberg Intelligence See omnystudio.com/listener for privacy information.

Nvidia President & CEO Jensen Huang says “this is the golden ages for Korea" after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. Speaking to Bloomberg Television's Ed Ludlow in an exclusive interview in San Francisco, Huang adds, “Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.” Huang speaks to Ludlow after the CEO's appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung.See omnystudio.com/listener for privacy information.

In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages for Korea” after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. “Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.” Huang speaks to Ludlow after the CEO’s appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung. Listen for their full conversation on Nvidia’s investment in South Korea and the latest in the AI space.See omnystudio.com/listener for privacy information.

IBM Chairman and CEO Arvind Krishna says that the recent slowdown in infrastructure deals was driven by a temporary reprioritization of customer capital spending rather than weakening demand. Speaking to Ed Ludlow and Romaine Bostick on Bloomberg Tech, Krishna says that about one-third of delayed products have already resumed. See omnystudio.com/listener for privacy information.

GameStop CEO Ryan Cohen says he would go directly to shareholders with his bid to buy eBay while speaking with Bloomberg News' Ed Ludlow on Bloomberg Tech. Following his comments, eBay's stocks fell to a session low. Cohen also spoke about GameStop's financial turnaround under his leadership.See omnystudio.com/listener for privacy information.

SK Group Chairman Chey Tae-won joins Bloomberg's Ed Ludlow to discuss SK Hynix's public listing.See omnystudio.com/listener for privacy information.

Nasdaq President Nelson Griggs joined Bloomberg's Ed Ludlow to discuss SK Hynix public listing.See omnystudio.com/listener for privacy information.

Bloomberg’s David Gura hosts a special edition of Bloomberg Tech as SK Hynix starts trading on the Nasdaq, in what is the biggest-ever US listing by a foreign company. He recaps Ed Ludlow's sit-down interview with SK Group Chairman Chey Tae-won from the Nasdaq, and dives deeper into the listing's impact on the rest of the US chip sector.See omnystudio.com/listener for privacy information.

Cerebras shares plunged after the company gave an annual sales forecast that disappointed investors who were expecting the company to carve out a bigger slice of the AI data center market. Cerebras CEO Andrew Feldman joins Ed Ludlow to discuss the results and what's next for the companySee omnystudio.com/listener for privacy information.

AI is moving beyond chatbots and onto the factory floor, helping manufacturers boost productivity. Siemens CEO Roland Busch joins Ed Ludlow on "Bloomberg Tech" to discuss the trend and AI's role in Europe's industrial future.See omnystudio.com/listener for privacy information.

Trae Stephens, co-founder & executive chairman at Anduril Industries discusses AI in defense, geopolitical risk and military innovation with Bloomberg’s Ed Ludlow at Bloomberg Tech 2026 in San Francisco.See omnystudio.com/listener for privacy information.

HPE shares soared by the most ever after the company gave an outlook for annual sales that topped Wall Street’s estimates, citing massive growth in AI-fueled demand for its servers and networking. HPE CEO Antonio Neri joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech" to discuss the company's demand growth, memory prices and outlook.See omnystudio.com/listener for privacy information.

Computex in Taiwan is putting the spotlight on the companies building the hardware behind the AI boom. One of those companies is Perplexity, which took the stage with Intel to unveil the world's first "hybrid local/server agentic inference orchestrator." Perplexity CEO Aravind Srinivas joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."See omnystudio.com/listener for privacy information.

Dell CFO David Kennedy talks with Bloomberg's Ed Ludlow on the Evening Edition of Balance of Power to talk about AI server demand and how that boosted the company's annual sales forecast. Kennedy also comments on Dell's $9.7 billion Pentagon software deal.See omnystudio.com/listener for privacy information.

NASA Administrator Jared Isaacman discusses the agency's plans for a so-called "Moon Base" that will eventually allow for a permanent human presence on the lunar surface. He says they're looking at 2027 through 2029 for phase one and 2029 through the early 2030s for phase two. He adds that SpaceX is hands down their greatest commercial space company. He speaks with Bloomberg Tech co-hosts Ed Ludlow and Caroline Hyde.See omnystudio.com/listener for privacy information.

Airbnb Chief Executive Officer Brian Chesky says he's trying to build "an ecosystem of services" for customers. The company will help guests arrange for luggage storage, food delivery and car rentals. He speaks with Bloomberg's Ed Ludlow. See omnystudio.com/listener for privacy information.

Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloomberg News' Ed Ludlow at Dell World in Las Vegas, Huang says demand in China is “incredible” and expects the market to open further over time.See omnystudio.com/listener for privacy information.

Cerebras Systems shares are indicated to open 82% above their listing price, after the artificial intelligence chipmaker raised $5.55 billion in an upsized and hotly anticipated IPO. Demand for the stock is soaring a day after it priced its upsized offering above the marketed range. Shares are indicated to open at $336 each as of 12:04 p.m. Thursday, versus the IPO price of $185. Cerebras CEO Andrew Feldman speaks with Bloomberg's Ed Ludlow. See omnystudio.com/listener for privacy information.

Affirm's CEO Max Levchin joined Bloomberg's Caroline Hyde and Ed Ludlow to discuss the company's strategic vision and growth prospects during the 2026 investor forum in New York. Highlighting recent announcements on agentic commerce and international expansion, Levchin emphasized that all key initiatives are aligning to drive significant growth. The fintech firm aims to reach $100 billion in annual transaction volume, building on strong momentum including a 33% year-over-year revenue increase to over $1 billion in the third quarter. Levchin shared insights on the factors fueling this growth and the company's roadmap to scale its business globally.See omnystudio.com/listener for privacy information.

Roblox stock plummeted after the company slashed its full-year bookings forecast, admitting that new age-verification and child-safety features are creating major short-term friction for user growth. Roblox CEO Dave Baszucki speaks with hosts Caroline Hyde and Ed Ludlow.See omnystudio.com/listener for privacy information.

Qualcomm CEO Cristiano Amon discusses earnings as they progress in the AI realm. Amon spoke with Bloomberg's Caroline Hyde and Ed Ludlow.See omnystudio.com/listener for privacy information.

Four of the biggest companies in the US: Alphabet, Amazon, Meta and Microsoft all reported earnings after the bell. - Meta Platforms shares slid after the company raised its spending outlook for the year, reigniting fears that the historic levels of investment it’s making to build artificial intelligence models won’t pay off.- Microsoft's cloud business reported growth that narrowly beat analysts’ estimates, disappointing investors concerned that the company isn’t fully capitalizing on demand for AI services. - Amazon spent more than anticipated to expand data center capacity in the quarter, fueling the fastest sales growth for its cloud unit in more than three years.- Alphabet (GOOGL) reported quarterly revenue and profit that beat projections, fueled by strong growth in its cloud computing unit, signaling that the internet giant’s unprecedented investments in AI infrastructure are beginning to pay off. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, cohost of Bloomberg Tech Ron Westfall, HyperFRAME Research Infrastructure and Networking VP & Practice Leader Anurag Rana, Bloomberg Intelligence Senior Technology Analyst Matt Day, Bloomberg News Technology Reporter See omnystudio.com/listener for privacy information.

AWS CEO Matt Garman talks OpenAI tech after Microsoft cedes exclusivity. Garman spoke with Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

Rivian’s new R2 model has begun rolling off the manufacturing floor in Normal, Illinois, despite damage to the factory from a tornado over the weekend. The smaller, more affordable SUV is seen as crucial to driving profitability for the electric vehicle maker. Rivian CEO RJ Scaringe joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."See omnystudio.com/listener for privacy information.

Blue Origin Chief Executive Officer Dave Limp would like to launch eight to 12 flights this year, he said to ED Ludlow in a Bloomberg Television interview ahead of the launch their new Glenn rocket. “We have plenty of hardware to do that,” he said, noting the unprecedented demand for launches.See omnystudio.com/listener for privacy information.

Jill Wyant, President and CEO of Madison Air, joins to discuss the company’s IPO plans and the growing opportunity in data center infrastructure, including the buildout of Terafabs. She speaks with Ed Ludlow on "Bloomberg Tech."See omnystudio.com/listener for privacy information.

NASA looks to speed up the US's return to the moon and deep space and vows to invest $20 billion over 7 years to build a moon base. NASA Administrator Jared Isaacman speaks with Caroline Hyde and Ed Ludlow on a special edition of “Bloomberg Tech” live from the Hill and Valley Forum in Washington. See omnystudio.com/listener for privacy information.

UK data center developer Nscale has become one of Europe's most valuable startups with a recent $2 billion funding round. Nscale CEO Josh Payne and newly appointed board member, former Meta COO Sheryl Sandberg, join Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”See omnystudio.com/listener for privacy information.

Michael Dell, chairman and CEO of Dell Technologies, and Darío Gil, US Department of Energy under secretary for science, talk about working together on the build-out of a national AI infrastructure. Dell also comments about Anthropic's dispute with the Pentagon over using AI tools. They speak to Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

Uber will let customers hail robotaxis from Amazon’s Zoox, starting in Las Vegas this summer. Uber Technologies CEO Dara Khosrowshahi and Zoox CEO Aicha Sar Evans discuss what the partnership will offer to riders. They speak with Bloomberg's Ed Ludlow in San Francisco.See omnystudio.com/listener for privacy information.

Hewlett Packard Enterprise CEO Antonio Neri discusses the demand for AI hardware that drove the company’s sales forecast above analysts’ estimates. Neri joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."See omnystudio.com/listener for privacy information.

Snowflake expects fiscal 2027 product revenue of $5.7 billion, above analysts’ average estimate of $5.5 billion compiled by LSEG, driven by rising AI demand. CEO Sridhar Ramaswamy said the company signed its largest deal ever, over $400 million, without naming the client. He speaks with Bloomberg's Ed Ludlow and Caroline Hyde. See omnystudio.com/listener for privacy information.

Netflix co-CEO Ted Sarandos says the company’s bid to acquire Warner Bros. Discovery offers great value to Warner Bros. shareholders and great long-term value to Netflix. He speaks with Ed Ludlow and Lucas Shaw on Bloomberg Television.See omnystudio.com/listener for privacy information.

San Francisco Fed President Mary Daly says that while there isn’t much indication yet that artificial intelligence is fundamentally changing the US economy, policymakers must be open to signs that the new technology will have an impact. Daly also says that it's hard to assess the AI impact on productivity. Mary Daly sat down with Bloomberg's Ed Ludlow at a panel in San Jose State University.See omnystudio.com/listener for privacy information.

Palo Alto Networks CEO Nikesh Arora discusses the company's revised forecast for 2026 and the impact of Palo Alto's recent acquisition of software company CyberArk. Arora spoke with Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

Waymo co-CEO Tekedra Mawakana speaks exclusively to Bloomberg Tech's Ed Ludlow about global expansion efforts for the robotaxi firm, raising $16 billion dollars and ongoing safety concerns.See omnystudio.com/listener for privacy information.

Waymo co-CEO Tekedra Mawakana discusses the robotaxi firm's global expansion efforts, $16 billion fundraise and ongoing safety concerns. She speaks exclusively with Ed Ludlow in this special edition of "Bloomberg Tech".See omnystudio.com/listener for privacy information.

Lyft CEO David Risher sits with Bloomberg's Ed Ludlow and Caroline Hyde to discuss the company's Q4 results. Wall Street was disappointed with ridership numbers, leading shares to to drop 15% on Wednesday. Despite this, Risher has defended the numbers, saying that Lyft had a "blowout quarter" with a record number of ride bookings and profits.See omnystudio.com/listener for privacy information.

Disney Chairman James Gorman talks with Bloomberg's Ed Ludlow about selecting Josh D’Amaro to succeed Bob Iger as chief executive officer of the entertainment giant. Gorman also talks about the future outlook for Disney in the market. See omnystudio.com/listener for privacy information.