Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

from Bloomberg Tech · host Bloomberg

Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer’s outlook and growth in its data center business. And Qualcomm CEO Cristiano Amon talks about the potential impact from component shortages on its revenue for the period.See omnystudio.com/listener for privacy information.

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This episode was published on February 5, 2026.

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