Bloomberg Technology
Amazon’s AI Story Is a ‘Game Changer,’ Says Mizuho
Amazon’s latest earnings may have changed the AI narrative around the company. Mizuho’s Jordan Klein joins Bloomberg to explain why accelerating AWS growth, rising demand for Amazon’s custom AI chips and improving AI monetization across the business have strengthened the investment case, and why he believes Amazon remains one of the biggest winners in the…
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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@aaeen-e-nau
July 31, 2026 at 6:54 pm
We were charged $80 for a serverless AI KB RAG, which was just lying around and had no traffic at all. The setup pages didn’t mention explicitly about idle charges for serverless. Is this how AWS earns?
@JasonTheOneAndOnly
July 31, 2026 at 7:43 pm
No, it isn’t, they are hiding so much debt, like all the big tech giant’s currently, their core business is what allows them to continue, not AI.
@FRIENDZONE_MILLIONAIRE
July 31, 2026 at 7:56 pm
This “cup half full” narrative is hilarious.