Bloomberg Technology Podcast

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.

Bloomberg’s Caroline Hyde discusses what to expect from Nvidia this week as investors anxiously await the company's earnings results. Plus, the AI data center boom triggers the largest power deal in history, the filing for SpaceX's IPO could come as soon as this week, and Ed Ludlow brings the latest from Dell Technologies World in Las Vegas.

Figma gave an outlook for revenue in the current period that topped analysts’ estimates, touting early traction from charging users directly for AI features. CEO Dylan Field joins to discuss his company's latest earnings and more.  Hosted by Ed Ludlow and Caroline Hyde 

Bloomberg’s Ed Ludlow breaks down why Cisco shares jumped the most since 2011 after the company's earnings results. Plus, more details emerge after President Trump's meeting with China's Xi Jinping, Cerebras CEO Andrew Feldman joins ahead of the company's public listing, and Caroline Hyde sits down with the CEOs of Ericsson and Oura on the sidelines of the Spark Summit in California.

Bloomberg’s Caroline Hyde and Ed Ludlow discuss what to expect from the highly anticipated meeting between President Trump and China's Xi Jinping, as Nvidia CEO Jensen Huang gets added to the trip last minute. Plus, Anthropic is looking to raise at least $30 billion in fresh financing at a valuation of more than $900 billion, in what could be its largest funding round yet. And, we speak with Anduril CEO Brian Schimpf as the company hits a $61 billion valuation in its latest funding round.