Bloomberg Technology
Dell Rises on Sales Outlook Boost
Dell raised its outlook for a fifth straight quarter as demand for AI and traditional servers continues to surge. Portia Capital Management President Michelle Connell explains why she sees more upside for Dell, where the next winners could emerge across the AI hardware stack, and how supply constraints are reshaping the semiconductor race. She joins…
Bloomberg Technology
Nvidia Nears $14 Billion Hugging Face Deal | Bloomberg Tech 09/02/2026
Bloomberg’s Ed Ludlow breaks down Nvidia’s advanced talks to acquire AI startup Hugging Face in a $14 billion deal. Plus, Dell shares jump after the company boosted its annual sales forecast by $25 billion due to surging demand for servers to run AI tasks. And, Uber cuts 10% of its staff globally to streamline its…
Bloomberg Technology
Nvidia In Advanced Talks for Hugging Face
Nvidia could be closing in on its biggest AI acquisition yet, according to sources. The chipmaker is in advanced talks to buy Hugging Face in a deal that could be worth about $14 billion. Bloomberg’s Ian King and Rachel Metz join Ed Ludlow on “Bloomberg Tech” to discuss their reporting. ——– Like this video? Subscribe…
Bloomberg Technology
Expect to See a Lot More Humanoid Robots Soon: Barclays
Humanoid robots are moving out of the lab and into the real world, with deployments expected to surge in the years ahead. Zornitsa Todorova, head of Thematic FICC Research at Barclays, says the industry is entering a major scale-up phase, but a shortage of real-world training data remains a key hurdle. She joins Ed Ludlow…
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