Bloomberg Technology
AI Buildout Entering a Riskier Phase, Says Parnassus CIO
The AI boom is colliding with the limits of the physical world, creating opportunities well beyond chips and data centers, according to Parnassus Investments CIO Todd Ahlsten. He joins Bloomberg to discuss why the historic surge in AI infrastructure spending is entering a riskier phase, where he sees longer-term opportunities, and why traditional software companies…
Bloomberg Technology
Google Rolls Out New AI Chips to Challenge Nvidia
Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more. ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here: Get…
Bloomberg Technology
Menlo: Agents Now Drive 80% of Enterprise AI Usage
Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of…
Bloomberg Technology
Nvidia Investor: Governance Now Part of the Valuation
Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch the latest…
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Google Rolls Out New AI Chips to Challenge Nvidia
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@DrEdwardMercer
August 17, 2026 at 5:00 pm
I used my ICAM background to connect the dots no one else dared to connect concerning AI (following the July 2026 OpenAI/HuggingFace incident) and it seems no humans or AI want the news to spread.
@Johnson-i5l1z
August 17, 2026 at 9:25 pm
Traders often try to predict the next big market event, but opportunity comes from how markets react.
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This week brings many catalysts. Some will matter, some won’t. The mistake is thinking you can already know which ones will move markets. I’d rather be positioned for the move than spend the week guessing it. Catalysts create volatility; positioning determines monetization.