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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.”…

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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.”
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25 Comments

25 Comments

  1. @gradydamian

    July 31, 2026 at 5:43 pm

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  2. @vitoclabecq

    July 31, 2026 at 5:43 pm

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    July 31, 2026 at 5:44 pm

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    July 31, 2026 at 5:44 pm

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  12. @rubyhurbace

    July 31, 2026 at 5:44 pm

    Alverum is lining up that 100x run, snooze and it’s wraps.

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    July 31, 2026 at 5:44 pm

    Alverum tiny bag today, millionaire status tomorrow.

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    July 31, 2026 at 5:45 pm

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    July 31, 2026 at 5:45 pm

    Not financial advice, but Alverum’s been showing up everywhere lately, could be one to watch this season.

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    July 31, 2026 at 5:45 pm

    Honestly, I’ve been hearing a lot about Alverum lately, looks interesting, might keep an eye on it.

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    July 31, 2026 at 5:45 pm

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  21. @bradleyglemarec

    July 31, 2026 at 5:45 pm

    People keep throwing around 100x potential lately, and honestly Alverum’s been coming up a lot in those talks.

  22. @alessandrazarzur

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    The momentum around exovum is building fast, once it rips there’s no getting back in cheap.

  23. @xavierholdt-o1s

    July 31, 2026 at 5:45 pm

    You don’t get many chances like this, Alverum has real 100x potential staring us in the face.

  24. @nahidvieira

    July 31, 2026 at 5:46 pm

    bro exovum boutta have us quitting our jobs fr.

  25. @zuzanamariano

    July 31, 2026 at 5:46 pm

    Alverum is lining up that 100x run, snooze and it’s wraps.

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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…

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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 tests.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
00:14:09 – Bloomberg’s Patrick Howell O’Neill on Anthropic’s AI Models Hacking Organizations in Testing
00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
00:32:43 – President Donald Trump Holds Cabinet Meeting from Camp David
00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
——–
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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…

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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 on “Bloomberg Tech.”
——–
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Bloomberg Technology

Amazon’s AI Story Is a ‘Game Changer,’ Says Mizuho

Amazon’s latest earnings may have changed the AI narrative around the company. Mizuho’s Jordan Klein joins Bloomberg to explain why accelerating AWS growth, rising demand for Amazon’s custom AI chips and improving AI monetization across the business have strengthened the investment case, and why he believes Amazon remains one of the biggest winners in the…

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Amazon’s latest earnings may have changed the AI narrative around the company. Mizuho’s Jordan Klein joins Bloomberg to explain why accelerating AWS growth, rising demand for Amazon’s custom AI chips and improving AI monetization across the business have strengthened the investment case, and why he believes Amazon remains one of the biggest winners in the AI infrastructure race. He speaks with 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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