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AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face | Bloomberg Tech 9/03/2026

Bloomberg’s Ed Ludlow breaks down what earnings from Broadcom, Snowflake, and HPE tell us about the strength of the AI boom. Plus, Hugging Face co-founder Thomas Wolf joins to discuss Nvidia’s $13 billion acquisition deal for the AI startup, And, self-driving tech startup Wayve reaches a deal with Uber to offer robotaxi rides in London.…

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Bloomberg’s Ed Ludlow breaks down what earnings from Broadcom, Snowflake, and HPE tell us about the strength of the AI boom. Plus, Hugging Face co-founder Thomas Wolf joins to discuss Nvidia’s $13 billion acquisition deal for the AI startup, And, self-driving tech startup Wayve reaches a deal with Uber to offer robotaxi rides in London.

00:00:00 – Bloomberg Tech Begins
00:01:37 – Dina Bass, Bloomberg News
00:05:06 – Lei Qiu, AllianceBernstein
00:09:11 – Thomas Wolf, Hugging Face Co-Founder
00:17:20 – Alex Kendall, Wayve CEO
00:23:19 – Riley Griffin, Bloomberg News
00:25:34 – Sridhar Ramaswamy, SnowFlake CEO
00:33:38 – Antonio Neri, HPE CEO
00:41:16 – Spencer Soper, Bloomberg News
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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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5 Comments

5 Comments

  1. @kartikkarteek

    September 3, 2026 at 1:51 pm

    AI Outtage News … Tomorrow

    Reply

  2. @matt.stevick

    September 3, 2026 at 2:50 pm

    nvidia is not a stock or a company. it’s the global economy. jensen is not a man he is 21st century jesus.
    📈🟩⬛️

    Reply

  3. @TangMeng-j2k

    September 3, 2026 at 4:05 pm

    If millions are jobless what is it for AI? To count jobless nos?

    Reply

  4. @hikalox

    September 3, 2026 at 6:27 pm

    News related to AI is developing very quickly.

    Reply

  5. @atiq_

    September 3, 2026 at 6:32 pm

    Thanks for earnings data of SNOW, HPE along with estimate. @Ed

    Reply

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Bloomberg Technology

Tech Mostly Higher After Democrats Win Control of Congress

Bloomberg’s Carol Massar takes a look at what a blue wave means for the tech sector after Democrats won control of the US House and Senate in the midterm elections. Plus, AMD’s forecast exceeds estimates as chip demand soars, showing the semiconductor supercycle still has legs. And the AI capital raise continues, as Meta kicks…

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November 4, 2026

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Bloomberg’s Carol Massar takes a look at what a blue wave means for the tech sector after Democrats won control of the US House and Senate in the midterm elections. Plus, AMD’s forecast exceeds estimates as chip demand soars, showing the semiconductor supercycle still has legs. And the AI capital raise continues, as Meta kicks off a six-part debut euro bond offering, adding to a record wave of corporate bond deals in Europe.

00:00:00 – Bloomberg Tech Begins
00:00:52 – Isabelle Lee on markets after elections
00:02:27 – Tyler Kendall on Democrats huge wins in Midterms
00:05:09 – Brody Ford on Blue wave effect on data center build out
00:06:54 – Jordan Fitzgerald on Musk firms may face higher regulation
00:09:54 – Ian King on Qualcomm
00:12:02 – John Vinh, Keybanc Capital Markets on AMD and Qualcomm
00:17:59 – Ygal Arounian, Wedbush on Uber 3Q Earnings
00:24:43 – Michael Shepard on Tech-Washington Ties
00:28:31 – Robert Schiffman on Meta Euro Bond Debut
00:32:05 – Arushi Sharma Frank, Luminary Strategies on data center post-election
00:39:35 – Anis Uzzaman, Pegasus Tech Ventures on AI opportunities
——–
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Bloomberg Technology

Data Center Buildout Could Help Energy Prices

Data centers can be assets to energy resources and the power grid, says Arushi Sharma Frank, founder and CEO of Luminary Strategies. The former US energy market policy lead at Tesla discusses how the midterm results could impact the AI buildout, and why Elon Musk’s plan to put data centers in space offers diversification for…

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November 4, 2026

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Data centers can be assets to energy resources and the power grid, says Arushi Sharma Frank, founder and CEO of Luminary Strategies. The former US energy market policy lead at Tesla discusses how the midterm results could impact the AI buildout, and why Elon Musk’s plan to put data centers in space offers diversification for the chip sector. She joins Carol Massar on “Bloomberg Tech.”
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Bloomberg Technology

AI Buildout Faces Upheaval After US Election Rout

Democrat Gina Hinojosa’s win in the Texas governor’s race exemplifies the uphill battle the data center buildout could face in the wake of the midterms. Election results threaten to slow infrastructure development and hamper the pace of AI rollouts that companies are counting on to boost their bottom lines. Bloomberg’s Brody Ford joins Carol Massar…

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Democrat Gina Hinojosa’s win in the Texas governor’s race exemplifies the uphill battle the data center buildout could face in the wake of the midterms. Election results threaten to slow infrastructure development and hamper the pace of AI rollouts that companies are counting on to boost their bottom lines. Bloomberg’s Brody Ford joins Carol Massar on “Bloomberg Tech.”
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