Bloomberg Tech

In this special episode of Power On, Bloomberg’s Mark Gurman sits down with Gerard Williams III, the former Apple chief CPU architect who helped develop the company’s groundbreaking A7 and M1 processors before founding Nuvia, which was acquired by Qualcomm. Williams reflects on his time at Apple, working alongside Johny Srouji and John Ternus, and why he left to pursue opportunities in the chip industry. He also discusses his latest startup, Nuvacore, which is developing high-performance processors for AI data centers, and explains why CPUs remain essential even as Nvidia’s GPUs dominate the conversation.

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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.

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Bloomberg’s Ed Ludlow breaks down the news of Jensen Huang ousted from his post as Nvidia CEO after reports of two affairs, including one with a woman US officials reportedly suspected of spying for China. Now investors are confronting a question that barely existed days ago: what is Nvidia without Jensen Huang?

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Nvidia Chief Executive Officer Jensen Huang, the preeminent face of the AI infrastructure boom, was ousted from his post after reports of two affairs, including with one woman who is suspected of spying for China. 

Chief Financial Officer Colette Kress was named interim CEO. The board, which has never had a chair before, appointed Harvey Jones, 73, to the role. Jones, who has been on the board for years, formerly led Synopsys Inc., a company that Nvidia last year took a $2 billion stake in. 

For instant reaction and analysis, Bloomberg Surveillance co-hosts Tom Keene and Paul Sweeney speak with Mandeep Singh, Bloomberg Intelligence global head of technology research and Anurag Rana, Bloomberg Intelligence senior analyst.

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Bloomberg’s Riley Griffin takes a look at Anthropic's potentially record-breaking IPO, with sources saying it's already multiple times oversubscribed. Plus, CoreWeave reassures Wall Street with third-quarter sales topping analyst estimates and easing fears about the debt tied to its rapid AI buildout; and Congressman Raja Krishnamoorthi discusses how the Nvidia scandal is felt across Washington and beyond.

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Bloomberg’s Riley Griffin breaks down Anthropic's big goal of seeking a $1.4 trillion valuation in an IPO that could raise more money than SpaceX's blockbuster debut. Plus, Nvidia shares are down for a second straight day following the scandal surrounding CEO Jensen Huang having an affair with an alleged Chinese spy; and SoftBank reports a $7 billion net loss in the second quarter, its first loss in nearly two years.

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Bloomberg’s Carol Massar goes all in on Nvidia's investigation into CEO Jensen Huang after his affair with an alleged Chinese spy, and how the scandal is becoming a Washington national security issue putting the US-China battle over AI chips back in the spotlight. Plus, Menlo Ventures is out with a new report on the state of enterprise AI.

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Apple is finally bringing some of Siri's most ambitious AI capabilities to the iPhone. In this episode of Power On, Bloomberg's Mark Gurman and Vlad Savov break down the major changes coming with iOS 27.3, including Siri's new ability to control apps, carry out complex tasks and coordinate actions across multiple applications. They discuss how these improvements compare with AI agents from OpenAI and Meta, and why Apple still has a long way to go. Plus, Mark and Vlad analyze John Ternus's first earnings call as Apple's CEO, the company's strong iPhone sales, concerns about slowing growth and profit margins, and why more price increases could be coming. They also examine Apple's AI rollout in China and the privacy implications of new always-listening Apple Watch features.

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Bloomberg’s Tim Stenovec takes a look at what's driving a rebound in tech stocks as dip buyers step in to support the battered AI trade. Plus, Anthropic's IPO plans get impacted by the post-election selloff, prompting prospective investors to rethink the company's expected valuation; and the CEOs of Lyft and DraftKings join to break down their earnings results.

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US job growth surged in October and the unemployment rate edged lower, a sign of labor-market strength in an expanding economy. Nonfarm payrolls increased 165,000 last month, topping all forecasts, after an upward revision to the prior two months, according to Bureau of Labor Statistics data out Friday. The unemployment rate fell to 4.1%. Employers across a broad range of sectors added jobs, led by professional and business services and healthcare. Private-sector payroll growth was the strongest since March.

For details Bloomberg's Tom Keene and Paul Sweeney speak with:

• Claudia Sahm, Chief Economist at New Century Advisors
• Constance Hunter, Chief Economist at EIU
• Kristina Campmany, Senior Portfolio Manager at Invesco
• Stephanie Roth, Wolfe Research Chief Economist 

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