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Bloomberg Technology

Nvidia, OpenAI Make $100 Billion Data Center Deal | Bloomberg Tech 9/23/2025

Bloomberg’s Caroline Hyde unpacks Nvidia’s $100 billion investment in OpenAI for data centers, while a report from Bain raises concerns on the future of the AI industry. Plus Snowflake CEO Sridhar Ramaswamy discusses the company’s new initiative for a unified data standard. And the prospect of a TikTok deal lingers as US President Trump chastises…

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Bloomberg’s Caroline Hyde unpacks Nvidia’s $100 billion investment in OpenAI for data centers, while a report from Bain raises concerns on the future of the AI industry. Plus Snowflake CEO Sridhar Ramaswamy discusses the company’s new initiative for a unified data standard. And the prospect of a TikTok deal lingers as US President Trump chastises China’s Russia relationship during his address to the UN general assembly.

Chapters:
00:00:00 – Intro
00:00:13 – President Trump Speaks at United Nations
00:11:53 – BlackRock’s Jay Jacobs on Nvidia
00:18:09 – Snowflake CEO Sridhar Ramaswamy
00:35:30 – Auterion CEO Lorenz Meier
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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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7 Comments

7 Comments

  1. @vme90-y7l

    September 23, 2025 at 5:11 pm

    Trump is an idiot and a malignant narcissist. Impeach that POS.

  2. @vme90-y7l

    September 23, 2025 at 5:54 pm

    Do we really need a moron like Trump to attract investors to the U.S.? That POS was born on 3rd base and keeps telling everyone he hit a triple.

  3. @vme90-y7l

    September 23, 2025 at 5:58 pm

    TikTok is just another shinny object Trump trys to use unsuccessfully to get his old convicted criminal friend Epstein out of the news.

  4. @jakubjuszczak7525

    September 23, 2025 at 6:08 pm

    Stop spreading propaganda. Renewables arent cheaper. Look at Europe and their energy mix and their energy prices!

  5. @MidsummerNightScream

    September 23, 2025 at 7:34 pm

    michelle is dilusional. who’s gonna build? highschool level christians from red states? where are the allies buying your stuff? They’ve all been pissed off

  6. @genxchas

    September 23, 2025 at 9:05 pm

    Trump is in the Whitehouse & stocks are going north LETS GET IT🇺🇸 !! 💰 💪🏼

  7. @genxchas

    September 23, 2025 at 9:23 pm

    Ai will be like the internet imo underestimated undervalued & misunderstood

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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

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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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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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.”
——–
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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