Connect with us

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…

Published

on

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 including Salesforce, Workday and ServiceNow could face pressure as AI changes the economics of seat-based software. He joins 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 and Ed Ludlow here:

 
Get the latest in tech from Silicon Valley and around the world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading
Advertisement
2 Comments

2 Comments

  1. @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.

  2. @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.
    Midavest takes a different approach.
    Instead of forecasting direction in stocks, rates, or currencies, we position for volatility and the inefficiencies created when markets reprice and benefit without relying on stocks rising every year.
    Currently up +29% YTD return. The retail market is increasingly taking notice of the advantages it offers.

    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.

Leave a Reply

Your email address will not be published. Required fields are marked *

Bloomberg Technology

Amazon, Qualcomm Deal Broadens the AI Chip Race | Bloomberg Tech 9/08/2026

Bloomberg’s Riley Griffin breaks down Qualcomm’s deal signing up Amazon as a data center chip customer, an agreement that will span “multiple generations.” Meanwhile, another deal falls apart after Anthropic decides against acquiring AI startup Decart AI. And, all eyes are on Apple as the company kicks off its product launch tomorrow, with its foldable…

Published

on

Bloomberg’s Riley Griffin breaks down Qualcomm’s deal signing up Amazon as a data center chip customer, an agreement that will span “multiple generations.” Meanwhile, another deal falls apart after Anthropic decides against acquiring AI startup Decart AI. And, all eyes are on Apple as the company kicks off its product launch tomorrow, with its foldable iPhone a decade in the making.

00:00:00 – Bloomberg Tech Begins
00:01:10 – Bailey Lipschultz, Bloomberg News
00:03:31 – Greg Martin, Rainmaker Securities
00:09:54 – Mike McKee, Bloomberg News
00:12:37 – Alicia Modestino, Northeastern University
00:19:01 – Peter Elstrom, Bloomberg News
00:23:32 – Brody Ford, Bloomberg News
00:26:27 – Anthony Saglimbene, Ameriprise Financial
00:33:20 – Sam Altman, OpenAI CEO
00:37:10 – Seth Fiegerman, Bloomberg News
00:41:03 – Samantha Kelly, Bloomberg News
——–
“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.

Like this video? Subscribe and turn on the notifications for 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 world here:

Follow Ed Ludlow on Twitter here:
Follow Caroline Hyde on Twitter here:

Connect with us on…
Twitter:
Facebook:
Instagram:

Continue Reading

Bloomberg Technology

Apple Set for Major Product Launch with Foldable iPhone

Apple is gearing up for one of its biggest product launches in years, with the company expected to unveil its first foldable iPhone, a device that has been a decade in the making and which could cost as much as $2,199. Bloomberg’s Mark Gurman explains how it marks the biggest design change to the iPhone…

Published

on

Apple is gearing up for one of its biggest product launches in years, with the company expected to unveil its first foldable iPhone, a device that has been a decade in the making and which could cost as much as $2,199. Bloomberg’s Mark Gurman explains how it marks the biggest design change to the iPhone in nearly twenty years. He joins Bloomberg’s Riley Griffin on “Bloomberg Tech.”
——–
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 world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading

Bloomberg Technology

AI Healthcare Startup Forus Hits $3 Billion Valuation

Healthcare automation startup Forus has raised $150 million at a $3 billion valuation, tripling its value just months after its previous funding round. CEO Sahir Jaggi explains how the company uses AI agents to help patients and doctors navigate insurance coverage, affordability, and drug fulfillment. He also explains how the new capital will help Forus…

Published

on

Healthcare automation startup Forus has raised $150 million at a $3 billion valuation, tripling its value just months after its previous funding round. CEO Sahir Jaggi explains how the company uses AI agents to help patients and doctors navigate insurance coverage, affordability, and drug fulfillment. He also explains how the new capital will help Forus expand beyond autoimmune diseases into areas including oncology and neurology. He joins Bloomberg’s Riley Griffin on “Bloomberg Tech.”
——–
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 world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

Continue Reading

Trending