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Ed Ludlow

๐Ÿ‘ค Speaker
6520 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

At the same time, people were like, oh, what about memory chips?

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

What about, you know, high end capacity?

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

And she did say, look, it is tight, but we have what we need for now.

Bloomberg Talks
Snowflake CEO Sridhar Ramaswamy Talks Earnings, AI Demand

Trudeau, one of the core pillars for you to grow is to go out and find new customers.

Bloomberg Talks
Snowflake CEO Sridhar Ramaswamy Talks Earnings, AI Demand

And I wondered if you just give some detail on what's happening in the world of technology in AI that would bring a customer to Snowflake for the first time.

Bloomberg Talks
Snowflake CEO Sridhar Ramaswamy Talks Earnings, AI Demand

What is it that they need that they didn't before?

Bloomberg Talks
Snowflake CEO Sridhar Ramaswamy Talks Earnings, AI Demand

Sridhar, last night, Jensen Huang, who you know very well, talked about profitable tokens, the idea that the output of an AI model is worth paying for, customers do pay, and they pay at a price that is greater than the compute used to generate it.

Bloomberg Talks
Snowflake CEO Sridhar Ramaswamy Talks Earnings, AI Demand

Are you able to give me any evidence through Snowflake's lens that you actually see that in the real world?

Bloomberg Talks
Snowflake CEO Sridhar Ramaswamy Talks Earnings, AI Demand

Snowflake CEO Sridhar Ramaswamy, great to have you back on Bloomberg Tech.

Bloomberg Talks
Snowflake CEO Sridhar Ramaswamy Talks Earnings, AI Demand

Thank you very much.

Bloomberg Talks
Snowflake CEO Sridhar Ramaswamy Talks Earnings, AI Demand

The news doesn't stop on the weekends.

Bloomberg News Now
Stocks Close Higher, Report: Trump to Call for New Form of Tax Cuts, More

You basically say to Meta, OK, let's do this together for five years.

Bloomberg News Now
Stocks Close Higher, Report: Trump to Call for New Form of Tax Cuts, More

Your engineers come and work with our engineers and you can help us install the systems.

Bloomberg News Now
Stocks Close Higher, Report: Trump to Call for New Form of Tax Cuts, More

And that kind of projects quite a lot of confidence for the market toward AMD in particular.

Bloomberg Talks
Netflix Co-CEO Ted Sarandos Talks Warner Bro. Deal, Future of Movie Theaters

Welcome to our Bloomberg television and radio audiences around the world for an interview with Netflix co-CEO Ted Sarandos.

Bloomberg Talks
Netflix Co-CEO Ted Sarandos Talks Warner Bro. Deal, Future of Movie Theaters

And Ted, good morning to you.

Bloomberg Talks
Netflix Co-CEO Ted Sarandos Talks Warner Bro. Deal, Future of Movie Theaters

The less than straightforward question that everyone has, of course, is what happens next.

Bloomberg Talks
Netflix Co-CEO Ted Sarandos Talks Warner Bro. Deal, Future of Movie Theaters

But I wanted to put it to you like this.

Bloomberg Talks
Netflix Co-CEO Ted Sarandos Talks Warner Bro. Deal, Future of Movie Theaters

Does Netflix have the balance sheet, the sort of financing flexibility and the will, really, to amend everything

Bloomberg Talks
Netflix Co-CEO Ted Sarandos Talks Warner Bro. Deal, Future of Movie Theaters

improve, boost its bid for Warner Brothers Discovery's studios and streaming business if needed.