Bloomberg Technology
Expanding US Rare Earths Supply Chain
President Donald Trump announced a rare earths deal with Australia during a White House meeting. Rob Thummel, senior portfolio manager at Tortoise Capital, discusses how the deal could impact markets and why investing in utilities and the underlying infrastructure for AI is a winning bet. He joins Ed Ludlow on “Bloomberg Tech.” ——– Like this…
Bloomberg Technology
Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026
Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…
Bloomberg Technology
Moonshot’s Kimi Built With Nvidia Compute
Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…
Bloomberg Technology
The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir
Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…
Your thoughts can stay— you just stop wrestling them. #TEDTalks
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Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026
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@dedenisty
October 21, 2025 at 5:46 pm
Despite the name, rare earths aren’t actually rare, they’re common. The problem is the refining process, which relies on Chinese technology 😅
@daShadoSage
October 21, 2025 at 7:25 pm
Nothing China is doing can not be reproduced. No one has needed to or tried until now. And please don’t bring up patents. US and others can do what China has done if needed, hire away experts at large contracts and reproduce the tech under national security concerns. China can try to sue at the Word Trade or International Court… whose rulings they often ignore