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AI Is Powerful for Growing GDP: I/O Fund’s Kindig

Beth Kindig, lead tech analyst at I/O Fund, says many global powers are concerned about keeping up chip manufacturing because demand is so high and AI is so powerful at growing GDP. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Beth Kindig, lead tech analyst at I/O Fund, says many global powers are concerned about keeping up chip manufacturing because demand is so high and AI is so powerful at growing GDP. She joins Ed Ludlow on “Bloomberg Tech.”
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6 Comments

6 Comments

  1. @kriniokrinio2234

    October 21, 2025 at 4:17 pm

    Porsche 👎👎

  2. @user-tx9zg5mz5p

    October 21, 2025 at 5:40 pm

    A.I. is Fusion 2.0😂

    • @cjplay2

      October 21, 2025 at 6:39 pm

      Disagree. AGI might be 10 years off, but Fusion is 3-10 years off (Helion sounds very interesting). Predictive AI is here and people are using it. Amazon’s David series has GenAI in it. LLMs are coding functions and classes, not just emails and term papers. Even compute infrastructure.

    • @user-tx9zg5mz5p

      October 21, 2025 at 6:50 pm

      ​@cjplay2👌😂

    • @Dr.Nvidia

      October 21, 2025 at 8:21 pm

      The A.I. revolution is Fusion 2.0 which is fueled by Fusion 1.0

  3. @cjplay2

    October 21, 2025 at 6:38 pm

    AI is in a bubble. My home computer is using llms with a very similar performance to the SaaS chatbots today. Video and audio generation is better in the cloud, sure, but llms will move to phones (think Google tensor chips in phones) including image fixing and editing working today. So the market for datacenters will lean WAAAY less towards AI. Without AGI, this market is in a bubble without real revenue behind it.

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Banks, airlines and governments pulled down their websites as a precaution after researchers used AI to uncover holes in the programming language that underpins swathes of the internet.

Jordan Robertson explains why we’re entering an era of rapid-fire software vulnerabilities.
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Apple has already shown there’s a strong appetite for its $2,000-and-up iPhone Duo. Now it needs to meet that demand.

On this episode of the Power On podcast, Gear Live’s Andru Edwards joins Bloomberg’s Mark Gurman to discuss Apple’s big pre-order blunder of the most radical reinvention in iPhone’s history.
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Apple’s foldable phone is finally here. It has some first-generation quirks, but Chris Welch says it’s the most fun he’s had with an iPhone in a long time—if you’re ready to commit to the fold
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