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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. ——–…

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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.
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5 Comments

5 Comments

  1. @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?

  2. @franciscovilla7073

    June 25, 2026 at 7:07 pm

    Yeaah right 😂

  3. @mattyrjackson4261

    June 25, 2026 at 8:13 pm

    Kinda contradicts all of Ed Zitron’s comprehensive and thorough research. Hmm wonder who’s right.

  4. @mattyrjackson4261

    June 25, 2026 at 8:14 pm

    Are these the AI sales in that circular financing loop?

  5. @amoversand

    June 25, 2026 at 8:39 pm

    First guy looks like Drake

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Bloomberg Technology

SpaceX May Buy Data From Failed Startups for AI Models

Elon Musk’s SpaceX has held internal discussions about buying customer and operational information from troubled or defunct startups, according to people familiar with the matter. That data could help improve its artificial intelligence models. Ed Ludlow reports. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech”…

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Elon Musk’s SpaceX has held internal discussions about buying customer and operational information from troubled or defunct startups, according to people familiar with the matter. That data could help improve its artificial intelligence models. Ed Ludlow reports.
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Bloomberg Technology

AI Wealth Boom Leaves Out Silicon Valley’s Jobless Tech Workers

As the global AI debate heats up, another major AI-related discussion is roiling the US tech capital: Who is reaping the financial benefits of the AI boom, and who is missing out? As the coming IPOs of Anthropic and OpenAI are set to bring wealth to San Francisco, a recent gathering of laid-off workers highlight…

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As the global AI debate heats up, another major AI-related discussion is roiling the US tech capital: Who is reaping the financial benefits of the AI boom, and who is missing out? As the coming IPOs of Anthropic and OpenAI are set to bring wealth to San Francisco, a recent gathering of laid-off workers highlight the flip side of the AI boom. Bloomberg’s California reporter Francesca Maglione joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Case for AI Guardrails Without a Slowdown

AI is helping companies build faster, but as competition at the frontier intensifies, should there be limits on how much risk companies can take to stay ahead? Karen McCormick, chief investment officer at Beringea, argues the answer isn’t slowing innovation, but establishing common guardrails around testing, cybersecurity, and incident reporting. She joins Ed Ludlow on…

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AI is helping companies build faster, but as competition at the frontier intensifies, should there be limits on how much risk companies can take to stay ahead? Karen McCormick, chief investment officer at Beringea, argues the answer isn’t slowing innovation, but establishing common guardrails around testing, cybersecurity, and incident reporting. She joins Ed Ludlow on “Bloomberg Tech.”
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