Bloomberg Technology
Nvidia’s Earnings Fortify Investors’ Faith in AI Trade
Ayako Yoshioka, portfolio consulting director at Wealth Enhancement Group, says AI-related valuations are reasonable. She discusses how Nvidia’s earnings are being digested by investors with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde…
Bloomberg Technology
Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026
Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…
Bloomberg Technology
Moonshot’s Kimi Built With Nvidia Compute
Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…
Bloomberg Technology
The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir
Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…
Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026
Moonshot’s Kimi Built With Nvidia Compute
The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir
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@m3chris1
November 20, 2025 at 5:27 pm
Not today 😢
@g3user1usa
November 20, 2025 at 6:06 pm
Nvidia is doing OK, but with the circular deals, Nvidia is giving money to other companies to buy Nvidia GPUs. That’s just lending if those other companies don’t have their own cash on hand to buy those GPUs. Why don’t investors understand that circular deals are faking revenue for Nvidia? Is it that investors know this, but don’t care? If A. I. fizzles, current Nvidia revenue will be certainly unsustainable. There are already too many data centers that will strain energy and water demands in the near future. Nvidia may be making money supplying the shovels, but those shovels won’t likely be digging up much gold for all the greedy miners. Anyone whoever studied gold rush booms should realize they’re very short-lived and produced actual wealth for only a few people.
I dislike the idea of A. I. causing humans to be unemployed. All citizens of a country should be employed to earn money to have a decent life. All this A. I. nonsense puts too much money into the hands of only a few people. That can’t be good for any country.