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From the heart of where innovation, money and power collide in Silicon Valley and beyond.

This is Bloomberg Technology with Caroline Hyde and Ed Ludlow. Live from New York, this is Bloomberg Technology.

Microsoft and AMD earnings on deck as big tech flirts with a correction.

And we hear from NVIDIA's CEO on Meta and Zuckerberg being their most

important customers, plus a Tesla test drive that hit a road bump. Truis

Andlist, William Stein joining us after narrowly avoiding a car accident

while testing full self-driving.

This is a big day.

It's the starting gun basically for mega cat tech earnings. So after market you start with

Microsoft and you start with AMD. Talking a lot about the money machine, the

money going into the machine, the investment in the infrastructure, that's where we

check on AMD. That's softer by almost a percentage point. in the Microsoft in particular, massive investment in terms of capex into the

uh... gee-use and infrastructure needed for their cloud business. How is that

...