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AI Payoff in Focus During Tech Earnings Bonanza | Bloomberg Tech 4/30/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And, Stripe President John Collison discusses the company’s new AI…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And, Stripe President John Collison discusses the company’s new AI tools and partnership with Google.
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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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9 Comments

9 Comments

  1. @plpk

    April 30, 2026 at 7:24 pm

    7:59 Meta is a joke. Horizon Worlds. Glasses. Facebook phone. Now they got Snoop Dogg talking about Dungeons & Dragons like anybody gives a damn. Get out while you can.

  2. @betopatricio3942

    May 1, 2026 at 7:31 am

    QCOM, probably SpaceX/Tesla

  3. @Kirstel

    May 1, 2026 at 8:13 pm

    Hyperscaler 2026 capex now $650-725B aggregate — Alphabet and Amazon showing the payoff first, Meta lagging on monetization. The bigger story underneath: tech is officially a macroeconomic variable, not a sector. It’s showing up in US industrial production data. Macro desks are just clocking the magnitude.

  4. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:08 am

    New Bos Alisa

  5. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:10 am

    Опилки ; алмазные, золотые … продаю

  6. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:11 am

    3-5мм

  7. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:12 am

    10% аванс

  8. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:12 am

    #

  9. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:14 am

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Bloomberg Technology

Meta Debuts Lightweight $1,299 VR Glasses

Meta is expanding its smart-glasses lineup with its first camera-free models, support for the new Muse assistant and a new hearing-aid mode. And the new lightweight VR headset promises to reset the category, explains Mark Gurman. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech”…

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Meta is expanding its smart-glasses lineup with its first camera-free models, support for the new Muse assistant and a new hearing-aid mode. And the new lightweight VR headset promises to reset the category, explains Mark Gurman.
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Bloomberg Technology

Altman, Amodei Call for Global Unity on AI to Boost Safety

OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei urged world leaders to work together on AI in an extraordinary appearance before the UN Security Council that focused on growing concerns the technology poses existential risks to humanity. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of…

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OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei urged world leaders to work together on AI in an extraordinary appearance before the UN Security Council that focused on growing concerns the technology poses existential risks to humanity.
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Bloomberg Technology

AMD Acquires Fei-Fei Li’s World Labs for $8.2 Billion

AMD is acquiring World Labs, an AI startup founded by industry pioneer and researcher Fei-Fei Li, in an all-stock transaction valuing World Labs at about $8.2 billion. AMD CEO Lisa Su and World Labs co-founder and CEO Fei-Fei Li sit down with Bloomberg Tech’s Ed Ludlow to discuss why AMD is purchasing World Labs, the…

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AMD is acquiring World Labs, an AI startup founded by industry pioneer and researcher Fei-Fei Li, in an all-stock transaction valuing World Labs at about $8.2 billion. AMD CEO Lisa Su and World Labs co-founder and CEO Fei-Fei Li sit down with Bloomberg Tech’s Ed Ludlow to discuss why AMD is purchasing World Labs, the two companies’ shared vision for AI’s future encompassing all layers of the stack, and how the industry needs to come together for shared responsibility in developing a safe technology that benefits all of society.
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