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CoreWeave Tumbles on Data Center Delay | Bloomberg Tech 11/11/2025

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in Nvidia shares as SoftBank sells its entire stake in the chipmaker to help bankroll its other AI investments. Plus, CoreWeave CEO Michael Intrator talks about the company’s earnings, data center delay, and efforts to diversify its supply chain. And, Paramount Skydance reports its first earnings…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in Nvidia shares as SoftBank sells its entire stake in the chipmaker to help bankroll its other AI investments. Plus, CoreWeave CEO Michael Intrator talks about the company’s earnings, data center delay, and efforts to diversify its supply chain. And, Paramount Skydance reports its first earnings since David Ellison’s takeover.
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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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25 Comments

25 Comments

  1. @ThorbjoernLivia

    November 11, 2025 at 6:26 pm

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  2. @HairVonsaher

    November 11, 2025 at 6:26 pm

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  11. @HotelLadd

    November 11, 2025 at 6:26 pm

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  12. @AleshiaCardenas-e5e

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  14. @DoyleContador

    November 11, 2025 at 6:27 pm

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  15. @CarmenSchiller-e7v

    November 11, 2025 at 6:27 pm

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  16. @DiazEnglish

    November 11, 2025 at 6:27 pm

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    November 11, 2025 at 6:27 pm

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  19. @DevaraLatimer

    November 11, 2025 at 6:27 pm

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  20. @ShermanBolden

    November 11, 2025 at 6:27 pm

    Agreed, The most advanced technology out is a $XA11K.

  21. @ZouSizemore

    November 11, 2025 at 6:27 pm

    Account up 7.5% today. Mostly thanks to buying XA11K at around $.89

  22. @BryanJolliffe-y3k

    November 11, 2025 at 6:28 pm

    BOOM! Bought in at the start of XA11K with $10k and turned it into a quick $70K profit and got out of there. DON’T GET GREEDY!

  23. @RalphShumate-p3d

    November 11, 2025 at 6:28 pm

    Sold all my xrp yesterday and bought XA11K

  24. @mrmo3379

    November 11, 2025 at 6:29 pm

    Cool, if coreweave tumbles by another 50% it might even be worth having a look at!

  25. @vme90-y7l

    November 11, 2025 at 6:49 pm

    Says who!

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Bloomberg Technology

Alibaba’s AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026

Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems. 00:00:00 –…

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Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems.

00:00:00 – Bloomberg Tech Begins
00:01:49 – Peter Elstrom, Bloomberg News
00:04:44 – Marta Norton, Empower
00:12:39 – Vlad Tenev, Robinhood CEO
00:15:06 – Brody Ford, Bloomberg News
00:19:51 – Rachel Metz, Bloomberg News
00:24:03 – Rebecca Torrence, Bloomberg News
00:26:18 – Andrew Kreitz, Castelion
00:33:24 – Navin Chaddha, Mayfield
00:41:18 – Greg Ryan, Bloomberg News
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Bloomberg Technology

Mayfield Bets on AI’s Earliest Founders

Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield…

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Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield is resisting the industry’s push toward ever-larger funds to stay focused on early-stage investing. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Defense Startup Taking a SpaceX Approach to Missiles

Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at…

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Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at SpaceX shaped Castelion’s approach. He joins 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 and Ed Ludlow here:

 
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