Bloomberg Technology
AI Spending Is Still Justified, Says Lazard
Microsoft and Amazon’s latest earnings reinforced a key theme in AI, demand for cloud infrastructure continues to outpace supply. Lazard Asset Management Portfolio Manager Celine Woo joins Bloomberg to explain why hyperscalers are still justified in ramping up AI spending and how the shift from training to inference is driving the next phase of growth.…
Bloomberg Technology
Odd Lots: Why Many Communities Are Skeptical of the AI Boom
From electrical contractors to HVAC engineers, people far from Silicon Valley are quietly asking the same question: Is AI a bubble? Speaking with Joe Weisenthal and Tracy Alloway on Odd Lots, Jasmine Sun explains how local communities weigh the massive economic tradeoffs of multi-year data center projects when they aren’t even sure if the technology—or…
Bloomberg Technology
Why Data Center Pushback Is a Unique Form of NIMBYism
Unlike solar farms or housing projects, data centers face a unique challenge: people don’t just oppose them in their own backyards—they question if we need them at all. On Odd Lots, Jasmine Sun tells Joe Weisenthal and Tracy Alloway why the AI industry and policymakers have failed to make a compelling case for the AI…
Bloomberg Technology
Apple Cuts Jobs as It Reprioritizes Around AI
Apple is cutting jobs across its Vision Pro, Siri, and Intelligent Systems Experiences teams as it redirects resources toward new devices and artificial intelligence. Bloomberg’s Mark Gurman explains where the reductions are happening and how Apple is reshaping its Siri operation around new AI infrastructure. He also looks ahead to Apple’s foldable iPhone and why…
Odd Lots: Why Many Communities Are Skeptical of the AI Boom
Why Data Center Pushback Is a Unique Form of NIMBYism
Apple Cuts Jobs as It Reprioritizes Around AI
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@stephenalonso-u7n
August 4, 2026 at 3:22 pm
If Exovim keeps building like this, it could have a huge launch.
@ivorbhojwani
August 4, 2026 at 3:22 pm
I’ve stopped buying every dip on the big coins, good presales have treated me much better, and Exovim is the one I’m watching.
@maureenkozlowski-b7c
August 4, 2026 at 3:25 pm
Glad I found Exovim early instead of chasing it later.
@mMorPG13
August 4, 2026 at 4:34 pm
BULLSHIT !! TSMC has no visibility on demand. TSMC got fk on fake demand during 2020-2021 orders piling up which then got cancelled.
@linkbrockman1010
August 4, 2026 at 7:14 pm
Yah ..where..what companies are making money from ai…have her name one …the small amount of companies even using ai that’s even available are not seeing a return on investment or efficiency gains that are even measurable….they may be better for some but Ai only offers small task automation or efficiency to majority of companies by percentage……..do you see it when you go anywhere…no…..the hyperscalers main customers are llms which lose billions….rest is cloud storage and streaming….those companies also cheat by counting stock gains from companies they do deals with as income…..