Bloomberg Technology
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…
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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@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.
@betopatricio3942
May 1, 2026 at 7:31 am
QCOM, probably SpaceX/Tesla
@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.
@AndreyGrigoriev-l6w5t
May 2, 2026 at 11:08 am
New Bos Alisa
@AndreyGrigoriev-l6w5t
May 2, 2026 at 11:10 am
Опилки ; алмазные, золотые … продаю
@AndreyGrigoriev-l6w5t
May 2, 2026 at 11:11 am
3-5мм
@AndreyGrigoriev-l6w5t
May 2, 2026 at 11:12 am
10% аванс
@AndreyGrigoriev-l6w5t
May 2, 2026 at 11:12 am
#
@AndreyGrigoriev-l6w5t
May 2, 2026 at 11:14 am
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