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Anthropic’s IPO Momentum as CoreWeave Rattles AI Trade

Bloomberg’s Ed Ludlow breaks down Anthropic’s third-quarter revenue numbers as the company gets ready for its IPO. Plus: CoreWeave’s talk of tapping “unlimited” pools of money rattles markets and puts the financing behind the data center buildout back under the microscope; and Nvidia CEO Jensen Huang says safety and containment should be integrated into AI…

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Bloomberg’s Ed Ludlow breaks down Anthropic’s third-quarter revenue numbers as the company gets ready for its IPO. Plus: CoreWeave’s talk of tapping “unlimited” pools of money rattles markets and puts the financing behind the data center buildout back under the microscope; and Nvidia CEO Jensen Huang says safety and containment should be integrated into AI systems even as AI advances.

00:00:00 – Bloomberg Tech Begins
00:01:14 – Bailey Lipschultz, Bloomberg News
00:04:55 – Katherine Schwartz, Bloomberg News
00:07:15 – Marta Norton, Empower
00:12:17 – Minmin Low, Bloomberg News
00:14:35 – Katrina Manson, Bloomberg News
00:19:18 – Jensen Huang, Nvidia CEO
00:23:34 – Mandeep Singh, Bloomberg Intelligence
00:26:17 – Robert Schiffman, Bloomberg Intelligence
00:30:02 – Seth Fiegerman, Bloomberg News
00:32:05 – Preeti Singh, Bloomberg News
00:35:44 – Jennifer Huddleston, Cato Institute
00:41:12 – Samantha Kelly, 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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2 Comments

2 Comments

  1. @foxooo

    October 15, 2026 at 2:01 pm

    The margin has to be bs.

  2. @jasono.1629

    October 15, 2026 at 3:48 pm

    AI is following same trajectory as electric cars….Stage 1: big interest upfront. Stage 2: physical limitations realized after purchase. Stage 3: lower demand leads to over manufacturing and price reductions.

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Bloomberg Technology

The Hot WatchesTurning Heads atGeneva Watch Days

Step inside Geneva Watch Days, where independent and contemporary watchmakers take centerstage. Allegra Catelli has the highlights. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:   Get the latest in tech from Silicon Valley and around the…

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Step inside Geneva Watch Days, where independent and contemporary watchmakers take centerstage. Allegra Catelli has the highlights.
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What does it take to get the Bloomberg New Economy Forum ready? Haslinda Amin goes behind the scenes in New Delhi as crews prepare the venue for global leaders and discussions on AI, trade, energy and the forces reshaping the world economy.
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Big Take: AI’s Giant Money Loop Has Echoes of 2008

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A web of circular investments is powering the AI boom, but it’s also amplifying global imbalances and stirring echoes of the 2008 financial crisis. Bloomberg’s Shawn Donnan joins David Gura on the Big Take podcast to explain.
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