Bloomberg Technology
Don’t Give Up on AI Chips Yet, Says JoAnne Feeney
The recent selloff in AI stocks has sparked fresh debate over whether more efficient models will reduce demand for chips and data centers. Advisers Capital Management’s JoAnne Feeney explains why she still sees long-term opportunities in AI infrastructure and why she’s more cautious on memory stocks like Micron. She joins Ed Ludlow on “Bloomberg Tech.”…
Bloomberg Technology
Moonshot’s Kimi K3 Reshapes the AI Conversation, Says Bessemer Partner
Moonshot’s Kimi K3 has reignited the debate over the future of AI and whether China’s open-weight models are closing the gap with OpenAI and Anthropic. Bessemer Venture Partners’ Sameer Dholakia joins Bloomberg to discuss why competition is good for AI, where the frontier model makers still have an edge, and why he believes we’re only…
Bloomberg Technology
Nvidia Rolls Out New Chips, WBD Deal In Limbo | Bloomberg Tech 7/21/2026
Bloomberg’s Ed Ludlow breaks down Nvidia’s latest AI chip rollout, as the company says its next-generation processors are now shipping to customers and entering full production. Plus, a judge hits pause on Paramount’s merger with Warner Bros. Discovery, throwing the blockbuster media deal into limbo. And, Sameer Dholakia of Bessemer Venture Partners joins to discuss…
Bloomberg Technology
Nvidia Says Rubin AI Chips Are Shipping
Nvidia says its latest chip designs are making their way to customers and will help solidify the chipmaker’s leadership in the industry. This as the company is under pressure to show that its latest products are on schedule and superior to rivals like AMD and Broadcom. Bloomberg’s Ian King joins Ed Ludlow on “Bloomberg Tech.”…
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@briancase6180
July 21, 2026 at 4:10 pm
“I don’t know for how long this current positive momentum will last.” THEN YOU ARE NOT AN EXPERT. Su why are you agreeing to be interviewed on a topic you don’t understand? Sheesh. All of the memory makers have told you EXACTLY how much capacity they’re building and when it will start producing product. And they’ve told you, TSMC has told you, Nvidia has told you, that they cannot see an end to demand that exceeds their ability to serve. Yes, they can be wrong, an asteroid could take out Taiwan and end the hardware game for years. But, are you an expert or not? If you don’t accept or believe the companies projections and their understanding of their markets, then say that as the reason you are uncertain. Otherwise, you are supposed to know your industry! I am so tired of these experts who don’t ever seem to be able to say anything useful. Bzzt. Next!
@zbcracing
July 21, 2026 at 7:21 pm
Thanks Warren Buffett
@vasfrag4654
July 21, 2026 at 9:22 pm
Great reply. WS and its fake narratives. Never believe what they say. Thats why they are called crooks
@bloqueadafarrar
July 21, 2026 at 4:29 pm
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@alosnoscarl
July 21, 2026 at 4:30 pm
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@lorenefandos
July 21, 2026 at 4:30 pm
That Zaviron ZVR coin project is all over Telegram private groups, when are you covering it?
@souliboger
July 21, 2026 at 4:30 pm
If Zaviron ZVR coin isn’t on your radar yet, you might be showing up late to the party.
@roxyhagan
July 21, 2026 at 4:31 pm
Zaviron ZVR coin presale is heating up, this feels like the calm before a massive launch.
@blockedcuriel
July 21, 2026 at 4:31 pm
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@animmcknight
July 21, 2026 at 4:32 pm
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@amyjomahley
July 21, 2026 at 4:32 pm
Zaviron ZVR coin structure looking bullish as hell.
@lukaskristine
July 21, 2026 at 4:32 pm
Alpha groups won’t shut up about Zaviron ZVR coin right now.
@jarvisclise
July 21, 2026 at 4:32 pm
Zaviron ZVR coin looking primed for a face-melting 100x run.
@jeesunfitschen
July 21, 2026 at 4:33 pm
Real alpha? Zaviron ZVR coin, early entries usually win.
@deshawnkimball
July 21, 2026 at 4:33 pm
Glad I found Zaviron ZVR coin before all this Binance listing and Amazon deal talk gets bigger, feels like the next 100x in the making.