Ed Ludlow

Bloomberg Tech Anchor @technology on @bloombergtv. News.

[Ed Ludlow @EdLudlow]

Bloomberg Tech

[Ed Ludlow @EdLudlow]

Michael Carrick and Jensen Huang

[Ed Ludlow @EdLudlow]

@pmddomingos @edzitron Would you be willing to come on Bloomberg Tech tomorrow to discuss your thoughts here?

[Ed Ludlow @EdLudlow]

Bloomberg now reporting Alice Huang, the woman suspected of spying for China who had an affair with Nvidia CEO Jensen Huang, is living in Beijing with the knowledge of Chinese security officials, according to a single person familiar with the matter. Beijing denies she was a spy.

[Ed Ludlow @EdLudlow]

Bloomberg’s reporting Nvidia’s board is currently meeting and considering replacing CEO Jensen Huang following reports that he had several affairs, including one with a woman suspected of spying for China.

Citing sources, Bloomberg reporting The board has hired an outside firm to look for possible successors and is also discussing whether to appoint a temporary CEO while finding a permanent replacement.

[Ed Ludlow @EdLudlow]

“We’ve had enough.”

Nvidia gets its second downgrade of the day, this time from Bernstein, as the crisis surrounding CEO Jensen Huang deepens.

Analyst Stacy Rasgon (@Srasgon / @BernsteinRasgon) warns the full extent of the scandal may not yet be known, slashing his price target in half from $400 to $200.

Shares were down 8% after hours.

[Ed Ludlow @EdLudlow]

Bloomberg Intelligence just published research @TheTerminal that looks at how Nvidia’s leadership crisis could push major AI customers toward Google’s lower-cost TPU chips, accelerating their adoption as an alternative to Nvidia’s GPUs and potentially boosting Google Cloud revenue.

[Ed Ludlow @EdLudlow]

Bloomberg’s reporting Nvidia’s board is currently meeting and considering replacing CEO Jensen Huang following reports that he had several affairs, including one with a woman suspected of spying for China.

Citing sources, Bloomberg reporting The board has hired an outside firm to look for possible successors and is also discussing whether to appoint a temporary CEO while finding a permanent replacement.

[Ed Ludlow @EdLudlow]

Nvidia current post-market/afterhours trading.

Back on Bloomberg Tech tomorrow…

[Emily Chang @emilychangtv]

Last month, I followed Jensen Huang across Europe for an upcoming episode of The Circuit. In light of recent events, we’re sharing some unreleased footage.

[Ed Ludlow @EdLudlow]

Really enjoyed this conversation with @Keller - Zipline is a company I’ve followed for the longest period since moving to SF in 2018. Its not been a rapid rise - but now they are taking off

[Ed Ludlow @EdLudlow]

Who is Brendan Fagan?

[Bloomberg TV @BloombergTV]

Ryan Vlastelica tells Brendan Fagan that higher memory prices are squeezing Qualcomm’s profits and weighing on the smartphone market, which is exposed to rising costs driven by demand for AI infrastructure https://t.co/hRXkPDqBHq

[Ed Ludlow @EdLudlow]

Really enjoyed this conversation with @Keller - Zipline is a company I’ve followed for the longest period since moving to SF in 2018. Its not been a rapid rise - but now they are taking off

[Bloomberg TV @BloombergTV]

Drone delivery startup Zipline is expanding its partnership with Walmart and has closed $1 billion of fresh funding.

CEO Keller Rinaudo discusses what it was like to go from being unable to operate in the US to a $20 billion valuation https://t.co/kJAFx6IWUa

[Bloomberg TV @BloombergTV]

Drone delivery startup Zipline is expanding its partnership with Walmart and has closed $1 billion of fresh funding.

CEO Keller Rinaudo discusses what it was like to go from being unable to operate in the US to a $20 billion valuation https://t.co/kJAFx6IWUa

[Ed Ludlow @EdLudlow]

LudlOOO

[Ed Ludlow @EdLudlow]

Off on vacation after the show today. Please dont do tech news until next week. Thanks

[DV47 @DeepValue47]

“We continue to hear that Palantir is viewed, really, in a category of one, which is the way that we see them as well.”

“We’re not hearing about, you know, competitive bake-offs about customers, in any significant way exploring alternatives.”

“If you’re an enterprise that really is looking to transform the way that you are operating, we don’t believe there’s anyone that can do it quite like Palantir can today.”

Gregg Moskowitz Mizuho Managing Director $PTLR

Source: @technology @EdLudlow

[Ed Ludlow @EdLudlow]

@sonyatweetybird Oi oi oi

[etn. @etnshow]

JUST IN: Bloomberg Technology Host Edward Ludlow is going on holiday.

[Ed Ludlow @EdLudlow]

Off on vacation after the show today. Please dont do tech news until next week. Thanks

[Ed Ludlow @EdLudlow]

Sunderland away is a massive game this weekend.

[Ed Ludlow @EdLudlow]

What Millions of Data Points Reveal About US Inflation

(If you're not a Bloomberg subscriber, our coverage is free during the US election. This is worth a read).

https://t.co/Oq2v03A94E

[Bloomberg TV @BloombergTV]

Apple delivered a mixed outlook to investors in its first quarterly report under Chief Executive Officer John Ternus, with narrower profit margins overshadowing an upbeat sales forecast. @EdLudlow reports https://t.co/njT6tRTqmf