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Alibaba to Ramp Up AI Spend, Kimmel Returns to Late Night | Bloomberg Tech 9/24/2025

Bloomberg’s Caroline Hyde and Ed Ludlow look at Alibaba’s plans to ramp up AI spending past $50 billion, which sent its shares to a four-year high. Plus, OpenAI expands its Stargate data center plan with five new sites in the US. And late-night host Jimmy Kimmel is back on air with a conciliatory tone about…

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Bloomberg’s Caroline Hyde and Ed Ludlow look at Alibaba’s plans to ramp up AI spending past $50 billion, which sent its shares to a four-year high. Plus, OpenAI expands its Stargate data center plan with five new sites in the US. And late-night host Jimmy Kimmel is back on air with a conciliatory tone about his controversial comments and jokes about President Donald Trump.

Chapters:
00:00:00 – Intro
00:02:02 – European Commission VP Kaja Kallas
00:13:43 – Micron Forecast Fails to Satisfy Investors
00:25:14 – Prosus Group CEO Fabricio Bloisi
00:34:50 – Impact of AI Investment in Private Markets
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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3 Comments

3 Comments

  1. @vme90-y7l

    September 24, 2025 at 5:52 pm

    Always remember that Trump is not only a creep but also a convicted felon and a sexual abuser, the only sel-proclaimed “pussy” grabber ever in our White House. So just ignore that pathological liar.

  2. @vme90-y7l

    September 24, 2025 at 6:02 pm

    who is Fabricio Bloisi and what is the PROSUS GROUP from the Netherlands?

  3. @jasono.1629

    September 24, 2025 at 7:04 pm

    Big bubble baby. AI doesn’t think. It’s just very expensive detailed data search to give an answer to a question . Get ready for the tech stock drop baby!

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Bloomberg Technology

AI Fuels Nuclear Renaissance in Asia | Bloomberg Tech: Asia 7/24/2026

The AI infrastructure buildout is driving a surge in electricity demand, and more and more governments and companies are looking at nuclear power as the best solution available. Bloomberg Tech: Asia’s Shery Ahn speaks with former International Energy Agency executive director Nobuo Tanaka about why Asia is leading the nuclear renaissance. We also hear from…

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The AI infrastructure buildout is driving a surge in electricity demand, and more and more governments and companies are looking at nuclear power as the best solution available. Bloomberg Tech: Asia’s Shery Ahn speaks with former International Energy Agency executive director Nobuo Tanaka about why Asia is leading the nuclear renaissance. We also hear from startups Helical Fusion and OpenStar, who are pursuing the elusive promise of nuclear fusion.

Chapters:
00:03:47 – IEA Executive Director Emeritus Nobuo Tanaka on nuclear energy outlook
00:11:48 – Helical Fusion Co-Founder & CEO Takaya Taguchi on Japan’s nuclear revival
00:17:03 – OpenStar Founder and CEO Ratu Mataira on future of nuclear fusion
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Bloomberg Technology

Viking Admits It Missed the AI Rally

With AI stocks soaring this year, Viking Global Investors told clients that its conservative position on the sector was a “missed opportunity.” The firm’s flagship hedge fund gained just 2.6% in the first half of the year, trailing peers with greater AI exposure. And yet, the firm doesn’t plan to change course. Bloomberg’s Hema Parmar…

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With AI stocks soaring this year, Viking Global Investors told clients that its conservative position on the sector was a “missed opportunity.” The firm’s flagship hedge fund gained just 2.6% in the first half of the year, trailing peers with greater AI exposure. And yet, the firm doesn’t plan to change course. Bloomberg’s Hema Parmar joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

‘Inference Speed Makes Markets Bigger,’ says Cerebras CEO

AMD is teaming up with Cerebras on a new server designed to slash response times, taking direct aim at Nvidia and promising some of the fastest AI systems on the market. Cerebras CEO Andrew Feldman explains how the partnership works, why speed is becoming the next battleground in AI infrastructure, and what it means for…

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AMD is teaming up with Cerebras on a new server designed to slash response times, taking direct aim at Nvidia and promising some of the fastest AI systems on the market. Cerebras CEO Andrew Feldman explains how the partnership works, why speed is becoming the next battleground in AI infrastructure, and what it means for the rapidly evolving AI chip market. He joins Ed Ludlow on “Bloomberg Tech.”
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