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AI Sales Start to Justify Data-Center Spending Boom, Report Says

Revenue from AI has reached a tipping point, showing that the hundreds of billions of dollars tech companies are spending on it may be economically sustainable, according to a report from research firm Exponential View. Azeem Azhar, founder of Exponential View, joins Ed Ludlow on “Bloomberg Tech” to discuss the findings of this report. ——–…

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Revenue from AI has reached a tipping point, showing that the hundreds of billions of dollars tech companies are spending on it may be economically sustainable, according to a report from research firm Exponential View. Azeem Azhar, founder of Exponential View, joins Ed Ludlow on “Bloomberg Tech” to discuss the findings of this report.
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5 Comments

5 Comments

  1. @parabolicpanorama

    June 25, 2026 at 6:03 pm

    did this guy just say he worked for all that just to come to the conclusion companies are spending a lot on AI? and this is generating tons of revenue, but the labs are losing money and the hyperscalers hide their AI revenue numbers because its a rounding error for them?

  2. @franciscovilla7073

    June 25, 2026 at 7:07 pm

    Yeaah right 😂

  3. @mattyrjackson4261

    June 25, 2026 at 8:13 pm

    Kinda contradicts all of Ed Zitron’s comprehensive and thorough research. Hmm wonder who’s right.

  4. @mattyrjackson4261

    June 25, 2026 at 8:14 pm

    Are these the AI sales in that circular financing loop?

  5. @amoversand

    June 25, 2026 at 8:39 pm

    First guy looks like Drake

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Bloomberg Technology

Cybersecurity Concerns After OpenAI, Anthropic Tests

Evidence of OpenAI and Anthropic models using deception to carry out unsanctioned hacks has alarm bells ringing. Jordan Robertson explains why researchers shouldn’t be surprised. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:   Get the latest…

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Evidence of OpenAI and Anthropic models using deception to carry out unsanctioned hacks has alarm bells ringing.

Jordan Robertson explains why researchers shouldn’t be surprised.
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Bloomberg Technology

SpaceX exceeds revenue estimates in first earnings report since IPO

SpaceX’s revenue exceeded Wall Street’s expectations in the company’s first quarterly financial report following its blockbuster IPO in June. Ed Ludlow has the info on Elon Musk’s rocket, satellite and AI conglomerate. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and…

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SpaceX’s revenue exceeded Wall Street’s expectations in the company’s first quarterly financial report following its blockbuster IPO in June. Ed Ludlow has the info on Elon Musk’s rocket, satellite and AI conglomerate.
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Bloomberg Technology

SpaceX’s AI Push, Uber’s Next Move and Zoox’s Milestone | Bloomberg Tech 8/5/2026

Bloomberg’s Ed Ludlow breaks down SpaceX’s first earnings which revealed massive AI spending, an ambitious Starlink expansion and Elon Musk’s latest bold prediction: a $100 billion annual revenue run rate by year-end. Plus, Uber CEO Dara Khosrowshahi joins to discuss the company’s earnings and its robotaxi ambitions, and Zoox CEO Aicha Evans weighs in on…

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Bloomberg’s Ed Ludlow breaks down SpaceX’s first earnings which revealed massive AI spending, an ambitious Starlink expansion and Elon Musk’s latest bold prediction: a $100 billion annual revenue run rate by year-end. Plus, Uber CEO Dara Khosrowshahi joins to discuss the company’s earnings and its robotaxi ambitions, and Zoox CEO Aicha Evans weighs in on the company’s big commercial milestone of starting to charge for rides in Las Vegas.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:11 – Bloomberg’s Loren Grush on SpaceX’s Earnings Debut
00:04:48 – Edison Yu, Deutsche Bank Head of Global Space & Aerial Mobility
00:11:47 – Dara Khosrowshahi, Uber CEO
00:20:50 – Talking Tech with Yahaira Anand
00:23:36 – Bloomberg’s Ian King on AMD’s Underwhelming 3Q Forecast
00:25:34 – Bloomberg’s Hannah Miller on Paramount’s Surge in 2Q Profits
00:27:33 – Helena Wang, Phillip Securities Research Analyst
00:33:57 – Aicha Evans, Zoox CEO
00:40:01 – Bloomberg’s George Ferguson on SpaceX Taking on Wireless Carriers
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