Bloomberg Technology
AI Sales Start to Justify Data-Center Spending Boom, Report Says
Revenue from AI has reached a tipping point, showing that the hundreds of billions of dollars tech companies are spending on it may be economically sustainable, according to a report from research firm Exponential View. Azeem Azhar, founder of Exponential View, joins Ed Ludlow on “Bloomberg Tech” to discuss the findings of this report. ——–…
Bloomberg Technology
Microsoft’s Big Bets on AI Start to Pay Off
Microsoft Corp. reported better-than-expected cloud revenue, suggesting the company continues to reap the benefits of its massive investment in artificial intelligence. Sales at Azure were up 48%. Revenue from a commercial deal with OpenAI totaled $10 billion. Bloomberg’s Ed Ludlow and Anurag Rana of Bloomberg Intelligence report. ——– Like this video? Subscribe to Bloomberg Tech on…
Bloomberg Technology
Anthropic Weighs Offering 15%-20% of IPO to Retail Investors
Anthropic is weighing a retail offering of 15% to 20% of the shares available in the IPO, according to people familiar with the matter. Those sources say the company behind Claude has tapped JPMorgan Chase to lead the US retail offering. Bloomberg’s Ryan Gould discusses the plans with Ed Ludlow on “Bloomberg Tech.” ——– Like…
Bloomberg Technology
Investors Eye AI Payoff in Microsoft, Alphabet Earnings
Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg reports that Anthropic has tapped JPMorgan to lead the US retail offering for its potentially record-setting IPO. And, Apple is betting consumers…
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@parabolicpanorama
June 25, 2026 at 6:03 pm
did this guy just say he worked for all that just to come to the conclusion companies are spending a lot on AI? and this is generating tons of revenue, but the labs are losing money and the hyperscalers hide their AI revenue numbers because its a rounding error for them?
@franciscovilla7073
June 25, 2026 at 7:07 pm
Yeaah right 😂
@mattyrjackson4261
June 25, 2026 at 8:13 pm
Kinda contradicts all of Ed Zitron’s comprehensive and thorough research. Hmm wonder who’s right.
@mattyrjackson4261
June 25, 2026 at 8:14 pm
Are these the AI sales in that circular financing loop?
@amoversand
June 25, 2026 at 8:39 pm
First guy looks like Drake