Bloomberg Tech

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the unprecedented $1 trillion pay package that Elon Musk could receive from Tesla. Plus, Tesla shareholders are also set to vote on whether the electric vehicle makers should buy more shares in Musk’s AI startup, xAI. And Qualcomm CEO Cristiano Amon discusses the company’s new automated driver assistance platform rolling out in new BMW iX3 cars.

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the sell-off of Salesforce shares following a lackluster topline growth forecast that suggests AI isn't paying off just yet. Plus Apple plans to launch an AI-powered web search tool for Siri to rival OpenAI. And HPE CEO Antonio Neri discusses the company’s earnings, Juniper Networks acquisition and partnership with Nvidia.

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Bloomberg’s Caroline Hyde and Ed Ludlow examine the remedies ruling in Google’s antitrust case that allows the company to retain its Chrome browser. Plus, Apple loses another top AI researcher to Meta. And Rolls-Royce CFO Helen McCabe discusses the growth of the company’s small modular nuclear reactors business.

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Alphabet’s Google will have to share some of its search data with competitors, but will not have to sell its popular Chrome web browser, a federal judge ruled Tuesday in the Justice Department’s landmark antitrust case against the search engine.

The ruling allows Google to avoid one of the most severe remedy requests from the US government after the court found the company had an illegal monopoly in the search market. Judge Amit Mehta did bar Google from entering into exclusive contracts for internet search.The finding follows Mehta’s ruling last year that Google illegally monopolized the markets for online search and search advertisements. Mehta held a three-week hearing in April to determine a fix.

The order is one of the most monumental court decisions affecting the tech sector in more than a quarter century, and could offer a blueprint for other judges who may end up weighing similar choices in cases against Meta Platforms, Amazon and Apple.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:

• Bloomberg Intelligence Global Head of Technology Research Mandeep Singh and Bloomberg News Senior Executive Editor for Global Tech Tom Giles

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of the US revoking TSMC’s authorization to freely ship essential chipmaking gear to its main Chinese base. Plus all the Magnificent 7 names tumble, as Nvidia shares fall for a fourth straight day. And the CEO of Crypto.com discusses the company’s latest deal with Trump Media.

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Bloomberg’s Caroline Hyde discusses US plans to revoke waivers granted to Samsung and SK Hynix that authorized them to move some equipment from China without a license. Plus, Dell and Marvell shares fall after earnings disappointments. And US regulators are embracing the blockchain; SEC Commissioner Mark Uyeda discusses the agency’s crypto-friendly steps.

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Bloomberg’s Caroline Hyde discusses how markets are reacting to Nvidia’s decelerating growth. Plus, the Nvidia CFO tells Bloomberg News that the company needs a codified plan before it can pay the Trump administration's 15% commission on chip sales. And shares of Snowflake and HP rise on the back of their earnings reports.

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Nvidia, the world’s most valuable publicly traded company, gave a tepid revenue forecast for the current period, fueling concerns that a massive run-up in artificial intelligence spending is slowing. Sales will be roughly $54 billion in the fiscal third quarter, which runs through October, the company said in a statement Wednesday. Though that was in line with the average Wall Street estimate, some analysts had projected more than $60 billion. The forecast excluded data center revenue from China, a market where it has struggled with US export restrictions and opposing pressure from Beijing.

The outlook adds to concern that pace of investment in artificial intelligence systems is unsustainable. The difficulties in China also have clouded Nvidia’s business. Though the Trump administration recently eased curbs on exports of some AI chips to that country, the reprieve hasn’t yet translated into a rebound in revenue.

For instant reaction and analysis, hosts Tim Stenovec and Isabelle Lee speak with:

• Bloomberg Intelligence Global Head of Technology Research Mandeep Singh
• Bloomberg News Big Tech Team Leader Sarah Frier
• Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners

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Bloomberg’s Caroline Hyde discusses concerns about China and potential growth that investors will be watching when Nvidia releases its earnings after markets close. Plus, SpaceX's Starship hits a major milestone after deploying satellites for the first time. And IBM and AMD announce a partnership to develop quantum-centric supercomputing.

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Bloomberg’s Caroline Hyde discusses AT&T’s plans to buy EchoStar’s spectrum licenses for about $23 billion. Plus, President Trump is vowing tech curbs and tariffs on countries with digital services taxes. And AI demand is in focus as investors prepare for Nvidia’s earnings this week.

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