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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

AI Chip Giants TSMC and SK Hynix Pull in Different Directions

TSMC soared while SK Hynix tumbled — why are are the two essential AI chip firms pulling in different directions? Tom Mackenzie explains. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:   Get the latest in tech…

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TSMC soared while SK Hynix tumbled — why are are the two essential AI chip firms pulling in different directions?

Tom Mackenzie explains.
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Bloomberg Technology

Lucid shares slide as EV maker hires restructuring adviser

Lucid Motors is working with restructuring advisers to turn around its struggling business, while dismissing rumors that it’s considering bankruptcy as “completely false.” Consultant AlixPartners has been engaged to examine all aspects of Lucid’s operations. The carmaker is aiming to optimize its business, cut costs and ensure that the rollout of a new mid-size vehicle…

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Lucid Motors is working with restructuring advisers to turn around its struggling business, while dismissing rumors that it’s considering bankruptcy as “completely false.”

Consultant AlixPartners has been engaged to examine all aspects of Lucid’s operations. The carmaker is aiming to optimize its business, cut costs and ensure that the rollout of a new mid-size vehicle is successful

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Bloomberg Technology

Palantir Co-Founder Joe Lonsdale on the AI Investment Boom

AI is fueling a new era of venture investing. Joe Lonsdale, managing partner at 8VC and co-founder of Palantir, discusses the firm’s record $1.5 billion fund, why startup rounds are getting bigger, and where he’s placing his bets on the next generation of defense tech and AI companies. He joins Ed Ludlow on “Bloomberg Tech.”…

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AI is fueling a new era of venture investing. Joe Lonsdale, managing partner at 8VC and co-founder of Palantir, discusses the firm’s record $1.5 billion fund, why startup rounds are getting bigger, and where he’s placing his bets on the next generation of defense tech and AI companies. He joins Ed Ludlow on “Bloomberg Tech.”
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