Bloomberg Technology
Nvidia’s Earnings Fortify Investors’ Faith in AI Trade
Ayako Yoshioka, portfolio consulting director at Wealth Enhancement Group, says AI-related valuations are reasonable. She discusses how Nvidia’s earnings are being digested by investors with Caroline Hyde and 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…
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 –…
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…
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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Alibaba’s AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026
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@m3chris1
November 20, 2025 at 5:27 pm
Not today 😢
@g3user1usa
November 20, 2025 at 6:06 pm
Nvidia is doing OK, but with the circular deals, Nvidia is giving money to other companies to buy Nvidia GPUs. That’s just lending if those other companies don’t have their own cash on hand to buy those GPUs. Why don’t investors understand that circular deals are faking revenue for Nvidia? Is it that investors know this, but don’t care? If A. I. fizzles, current Nvidia revenue will be certainly unsustainable. There are already too many data centers that will strain energy and water demands in the near future. Nvidia may be making money supplying the shovels, but those shovels won’t likely be digging up much gold for all the greedy miners. Anyone whoever studied gold rush booms should realize they’re very short-lived and produced actual wealth for only a few people.
I dislike the idea of A. I. causing humans to be unemployed. All citizens of a country should be employed to earn money to have a decent life. All this A. I. nonsense puts too much money into the hands of only a few people. That can’t be good for any country.