Caroline Hyde / Ed Ludlow
speaker
420 appearances
1 recordings
1 series
first heard Apr 2026
last heard 8 Apr
Caroline Hyde / Ed Ludlow’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.
Appearances
Why is it, to your mind, that the tech industry is seeing some relief from the idea of a ceasefire?
Caroline and I discussed in detail the vulnerability of data center assets in the Gulf.
As it relates to China, for example, there is a long-term threat to Taiwan and the concentration of semiconductor manufacturing.
With that taken all into account, how conscious are companies like Apple on now changing where they plan to build future products and have a footprint in the future for their manufacturing operations?
I want to just go a little bit further with where Ed took us in terms of China, because there's a lot of really well-read stories on the Bloomberg today thinking about how maybe the U.S.
has reduced its overall, well, power among allies and adversaries at the moment because of what's happened in Iran, in particular when it comes to China.
And the Iran campaign has been, quote, a serious setback for Trump, is what one particular Chinese foreign ministry advisor had told us.
What does that mean for US-China relations?
What does that mean about AI access, chip access, the relationship that we have?
This has such broad implications.
And you helped break down many of them today.
Riva Goujon, thank you.
Director of the Rhodium Group.
Now coming up...
Let's return to all things AI, because that's all they're talking about at the Human X Conference in San Francisco.
We speak with the Snowflake CEO, Sridhar Ramaswamy.
This is Bloomberg Tech.
I'm Paul Sweeney.
We bring you complete coverage of the U.S.
market open.
Showing 261–280 of 420 · page 14 of 21
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