logo
episode-header-image
Yesterday
46m 37s

Anthropic Looks to Buy Decart for $6 Bil...

bloomberg
About this episode

Bloomberg’s Ed Ludlow breaks down what could be Anthropic's biggest acquisitions yet: a $6 billion deal for AI startup Decart to help it squeeze more performance out of its computing infrastructure. Plus, CoreWeave warns investors that shifting from its exclusive use of Nvidia AI chips may cost time and money, and Cerebras' second-quarter earnings send its shares sliding after underwhelming growth.

See omnystudio.com/listener for privacy information.

Up next
Today
OpenAI’s Explosive Growth Continues
Bloomberg’s Tim Stenovec takes a look at OpenAI, which is on track to generate annualized revenue of more than $40 billion, roughly doubling its run rate from the end of 2025. Plus, how a New York City bill backed by Mayor Zohran Mamdani could force Amazon to directly employ its ... Show More
43m 57s
Aug 12
CoreWeave, Supermicro Lead Tech Stocks Higher on Results
Bloomberg’s Ed Ludlow breaks down positive earnings results from CoreWeave and Supermicro, showing the booming AI market continues to bolster their sales. Plus, Silicon Data raises new funding and puts it to work on building independent benchmarks for AI compute. And, investors a ... Show More
44m 14s
Aug 11
Intel Raises Billions, Apple Sticks With Glass iPhone
Bloomberg’s Ed Ludlow breaks down Intel's upsized $20 billion share sale, raising a third more than it was targeting when it announced the deal on Monday. Plus, sources tell Bloomberg Apple's glass-centric iPhone overhaul is still on track for 2027, even after an analyst's report ... Show More
46m 47s
Recommended Episodes
Jan 2025
Bloomberg Bonus Episode: Apple and Intel Earnings
Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with: Bloomberg News Technology Reporter Jackie Davalos Angelo Zino, Senior Equity Analyst at CFRA Research Bloomberg Technology Co-Host Caroline Hyde See omnystud ... Show More
34m 55s
Jul 2025
Wall Street Roundup: AI trade, market melt up
Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ... Show More
11m 6s
Oct 2023
Musk's Tesla Factory Closures, X Possibly Going Public
 Bloomberg News EV Reporter Sean O’Kane and Bloomberg Businessweek Columnist Max Chafkin discuss Elon Musk news about Tesla factory closures and Bill Ackman proposing to take X public. Michael Dowling, CEO at Northwell Health, discusses AI and healthcare. Melissa Byrne, Executive ... Show More
51m 14s
Nov 2023
US Retail Sales Slow Ahead of Holidays, But Remain Resilient
Bloomberg News International Economics & Policy Correspondent Michael McKee and Bloomberg Intelligence Senior Retail Staples & Packaged Food Analyst Jennifer Bartashus break down October retail sales data and talk about Target and TJX earnings. Bloomberg Economics Chief Economist ... Show More
1h 3m
Jul 2017
Bloomberg Markets: Abercrombie & Fitch Plunges, Coke Endowments
<p>Bloomberg Markets with Carol Massar and Cory Johnson. GUESTS: Lindsey Rupp Specialty Retail Reporter Bloomberg News Discussing Abercrombie &amp; Fitch terminating takeover talks with Poonam Goyal, Bloomberg Intelligence Senior U.S. Retail Analyst. Janet Lorin Higher Education ... Show More
18m 15s
Oct 2024
SOTS 2nd Hour: Prepping for Big Tech Earnings, Woes Growing At Boeing, and Rating Apple’s AI Roll-out 10/28/24
<p>Carl Quintanilla, Deirdre Bosa and David Faber discussed the latest headlines surrounding the Magnificent 7 names – ahead of results out of Alphabet, Meta, Amazon, Apple, and Microsoft. Also in focus: the latest on the elections front, including CNBC’s proprietary data around ... Show More
42m 26s
Aug 2023
AI Picks and Shovels
Phil Siegel, Founder of AI nonprofit CAPTRS discusses the growing implementation of artificial intelligence. Bloomberg Businessweek Editor Joel Weber and Bloomberg Global Economy Reporter Enda Curran talk about the latest Businessweek story on architect Sahm Rule. Biz Carson, Blo ... Show More
39m 18s
Oct 2025
Closing Bell Overtime: Michael Dell on AI Demand, Energy & TikTok; Jim Cramer on NVIDIA 10/7/25
<p>Wealth strategist Nicole Webb (Wealth Advancement Group) joins to assess investor sentiment as the government shutdown enters its seventh day. Jim Cramer stops by the NYSE to talk NVIDIA and his new book. Plus, a First on CNBC interview with Michael Dell after his company rais ... Show More
42m 53s
Nov 2023
OpenAI Drama Casts a Shadow on Tech Industry
Andrew McAfee, Principal Research Scientist at MIT and author of The Geek Way, explains how the OpenAI saga could impact future development of artificial intelligence. Mary Lou Gardner, Associate Partner for CPG, Retail and Logistics at Infosys Consulting, discusses retail earnin ... Show More
36m 30s
Jan 2025
SoftBank Joins OpenAI, Oracle in AI Pact Unveiled by Trump
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Technology Co-Host Caroline Hyde interviews Arm CEO Rene Haas on the AI pact unveiled by President Trump. Bloomberg News AI Reporter Rachel Metz shares her thoughts on the AI infrastructure news. Naja ... Show More
57m 42s