Bloomberg Tech Podcast Transcripts
Bloomberg · 1,170 episodes with transcripts
Listen for news and analysis on global technology companies and investors. Ed Ludlow brings you the only daily news program focused exclusively on technology, innovation and the future of business.
Spoken has transcripts of 1,170 Bloomberg Tech episodes, with the speakers named. The newest listed here is from October 20, 2026.
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Latest Bloomberg Tech transcripts
Neocloud Concerns Return After Elice Selloff
October 20, 2026
SPEAKER_1 (0:02)
Bloomberg Audio Studios, Podcasts, Radio, News. Bloomberg Tech is live from the heart of Silicon Valley with Ed Ludlow in San Francisco.
Ed Ludlow (0:22)
This is Bloomberg Tech, coming up, South Korea data center firm, Elice plunges 32% in its market debut, soaking fears about the billions being poured into AI infrastructure. Plus, Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as $45 billion. And Eric Schmidt's early…
It was a sell off in chip stocks and technology that stemmed from a concern around NeoClouds. South Korean data center firm, Elice, plunged 32% in its market debut. The country's worst opening day for a sizable IPO on record. Reviving concerns about the billions being poured into AI infrastructure. Bloomberg's Peter…
Peter Elstrom (1:33)
Yeah, it's amazing how many times we've been talking about South Korea in this AI boom and where we're seeing a lot of these issues emanate from it. This time it's not Samsung, it's not SK Hynix. It's this company, as you were mentioning, this little data center company called Elice. So they had their IPO. They…
They closed down 32%.
- Neocloud Concerns Return After Elice Selloff
- Nscale’s $30B IPO Ambition Meets Investor Pushback
- Economy of Scale: Smart Cities (Sponsored Content)
- BONUS SERIES: Our Town Chapter 4 | All Metal Mode
- Chip Stocks Slide as Apple Demand Surges
- Anthropic's 3Q Revenue Reaches $16.8 Billion
- ASML Boosts Outlook as AI Chip Demand Soars
- Chip Selloff Spreads Globally, Apple Makes Smart Home Push
- BONUS SERIES: Our Town Chapter 3 | One Little Bacon-Wrapped Sausage
- OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
- AI Boom Faces New Tests From Chips to Immigration
- SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
- OpenAI, DeepSeek Chase Billions as AI Funding Boom Rolls On
- AI Boom: Bigger Infrastructure, Bigger Fortunes
- BONUS SERIES: Our Town Chapter 2 | This Dangerous Venture of Yours
- Bloomberg Tech Screentime Special
- OpenAI Seeks $30B as Trump Backs AI Safety Audits
- AI Takes Center Stage From Washington to Wall Street
- Nvidia Goes Big on Buybacks as SpaceX Reaches Orbit
- BONUS SERIES: Our Town Chapter 1 | Sometimes You Find Silver
- Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
- Oracle’s Data Center Challenge as Trump, Xi Talk AI
- Anthropic’s New Model, the Robot Economy and Apple Health
- Alibaba Takes On Nvidia as the Global AI Race Heats Up
- AI Takes Center Stage Ahead of Trump-Xi Summit
- AI Builds Itself as the Spending Boom Accelerates
- OpenAI Reports New AI Safety Incidents; AI CEOs Weigh In on AI Debate
- Meta CEO Weighs In On AI Safety Debate
- AI’s Biggest Players Debate a Frontier Slowdown
- Oracle’s Cloud Growth; Debate Around AI Risks
- Apple’s Ternus Era Starts the iPhone Duo
- Apple Kicks Off Terns Era with First Foldable Phone
- Qualcomm Signs Deal to Provide Amazon With Custom AI Chips
- Anthropic Builds Its War Chest Ahead of IPO
- Special Edition: OpeanAI CEO Sam Altman Talks GPT-6 Astra Debut, Going Public
- AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face
- Nvidia Nears $14B Hugging Face Deal
- Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO
- Nvidia Makes $3.5 Billion Bet on MediaTek
- Special Edition: Nvidia CEO Jensen Huang & MediaTek CEO Rick Tsai Talk New Partnership
- Introducing: Bloomberg Money
- Fed Focus, Anthropic Victory and PayPal Deal Bust
- Nvidia Sees 70% Growth as AI Boom Accelerates
- Nvidia’s Big Test as AI Chip Race Heats Up
- AI’s Global Capital Race Accelerates
- Anthropic Preps for Blockbuster Public Listing
- Alibaba's AI Spending Spree, Concerns of Circular AI Financing
- Anthropic's Revenue Jump, The Wealthy Bet on SpaceX
- OpenAI’s Explosive Growth Continues
- Anthropic Looks to Buy Decart for $6 Billion
- CoreWeave, Supermicro Lead Tech Stocks Higher on Results
- Intel Raises Billions, Apple Sticks With Glass iPhone
- Intel Taps AI Boom as Apple Faces Doubts
- BONUS: Lyft CEO David Risher Talks Company Expansion
- Jobs, AI and Tech Earnings
- Alphabet's Bond Sale Signals AI Confidence
- BONUS: Western Digital CEO Irving Tan Talks AI Storage Demand
- BONUS: Uber CEO Dara Khosrowshahi Talks Robotaxis & Booking Outlook
- SpaceX, Uber and the Future of Mobility
- Palantir Surges as AI Demand Accelerates
- Special Edition: Hugging Face CEO Clement Delangue Talks OpenAI Hack
- China's AI Push Meets Amazon's Cloud Surge
- Amazon Soars, Apple Struggles, AI Faces New Scrutiny
- Markets Brace for Microsoft and Meta Earnings
- AI Trade Stumbles as Chip Stocks Slide
- AI Industry’s Circular Financing Deals, Apple Smart Glasses
- Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea
- Open-Weight AI Debate Takes Center Stage
- AI Spending, Mobileye's CEO Exit & IBM CEO on Results
- OpenAI's AI Test, AMD's Anthropic Deal & Apple's Roadmap
- Nvidia's AI Push, Paramount's Merger Pause & China's AI Race
- The AI Race, Starship and Silicon Valley's Defense Bet
- China's Moonshot, Netflix's Slump & Greylock's $1.5B Bet
- TSMC Slides, Saronic Invests in Texas, GameStop Makes Its Move
- AI Selloff, Apple vs. OpenAI & the Future of Defense Tech
- SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price
- Special Edition: SK Chairman Chey Tae-won on SK Hynix's US Debut
- SK Hynix US Listing Demand Soars
- Jittery Tech Markets; OpenAI Gets BofA Credit Line
- AI Chip Selloff Spreads Across Global Markets
- Broadcom, Apple Expand Custom Chip Partnership
- Tesla Deliveries Jump 25%
- Meta to Build Cloud Business to Sell Excess AI Compute
- Chip Stocks on Track for Best Quarter Ever
- Rocket Lab Targets SpaceX's Starlink Dominance in New Deal
- OpenAI Weighs IPO in 2027
- OpenAI Weighs IPO in 2027
- Micron, Qualcomm Show Strong AI Demand
- OpenAI Unveils First Custom AI Chip With Broadcom
- SpaceX Wavers Near $2T Market Cap After 3-Day Rout
- SpaceX Kicks Off High-Grade Bond Sale
- President Trump Announces Apple and Intel Chip Collaboration
- Anthropic Gets a Warning, SpaceX Shares Fall on Fourth Day
- SpaceX Soars On Third Trading Day, Seals Cursor Takeover
- Anthropic Disables AI Access for Foreign Nationals
- SpaceX Makes History With Biggest-Ever IPO
- Instant Reaction: SpaceX Jumps in First Trades Following Record $75 Billion IPO
- SpaceX IPO Draws More Than $70B in Retail Orders
- SpaceX IPO Multiple Times Oversubscribed
- Taiwan Eyes China AI Chip Sales Curbs; OpenAI Files for IPO
- Apple’s Big AI, Siri and Software Launch
- Tech Trade Under Pressure; Musk Sells His Vision of the Future
- Bloomberg Tech Event Special
- SpaceX To Target $75B in IPO at $135 Per Share
- Alphabet To Raise $80B in Equity, Anthropic Files For IPO
- Nvidia Earnings In Focus; SpaceX Eyes Historic IPO
- Figma CEO Dylan Field on Strong Earnings
- Amazon CEO Talks AI Plans, Nvidia Results Underwhelm
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