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AI Inference Demand Won’t Stop Anytime Soon, Says Benchmark’s Vishria

Eric Vishria, partner at Benchmark, joins to discuss the high demand for fast AI inference and to give his outlook for the physical AI space as companies navigate constrains around compute, from memory and power to chip bottlenecks. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg…

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Eric Vishria, partner at Benchmark, joins to discuss the high demand for fast AI inference and to give his outlook for the physical AI space as companies navigate constrains around compute, from memory and power to chip bottlenecks. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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20 Comments

20 Comments

  1. @simmonslucio

    May 28, 2026 at 3:38 pm

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  2. @abreynegrete

    May 28, 2026 at 3:38 pm

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    May 28, 2026 at 3:38 pm

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    May 28, 2026 at 3:38 pm

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    May 28, 2026 at 3:38 pm

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    May 28, 2026 at 3:38 pm

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    May 28, 2026 at 3:39 pm

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    May 28, 2026 at 3:39 pm

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    May 28, 2026 at 3:39 pm

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    May 28, 2026 at 3:39 pm

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    May 28, 2026 at 3:39 pm

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  13. @tommiewilliams-j4b

    May 28, 2026 at 3:39 pm

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  14. @jacqueshoffman-t9u

    May 28, 2026 at 3:39 pm

    Klaxus looking like one of those plays that just nukes out of nowhere and leaves everyone behind.

  15. @langsouthard

    May 28, 2026 at 3:40 pm

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    May 28, 2026 at 3:40 pm

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  18. @cristobalhajjar

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  19. @hughzuniga

    May 28, 2026 at 3:40 pm

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  20. @jeaniebanks

    May 28, 2026 at 3:40 pm

    Couldn’t ignore Klaxus anymore… I’m in.

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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…

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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.
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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…

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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 Anthropic and OpenAI in enterprise API spending. He joins Carol Massar on “Bloomberg Tech.”
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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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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.”
——–
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