Bloomberg Technology
AI Spending Is Still Justified, Says Lazard
Microsoft and Amazon’s latest earnings reinforced a key theme in AI, demand for cloud infrastructure continues to outpace supply. Lazard Asset Management Portfolio Manager Celine Woo joins Bloomberg to explain why hyperscalers are still justified in ramping up AI spending and how the shift from training to inference is driving the next phase of growth.…
Bloomberg Technology
Anthropic Files for IPO in Global Race to Raise Cash for AI
Anthropic filed for its long-awaited IPO, a landmark moment in an industry that is growing ever-hungrier for cash to power ahead. Ed Ludlow reports. ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here: Get the latest in tech from Silicon…
Bloomberg Technology
Anthropic Drops Its S-1, Giving Market Glimpse Into Finances
Bloomberg’s Ed Ludlow takes a look at Anthropic’s regulatory filing as the company prepares to go public under the ticker ANT. The S-1 revealed Anthropic’s revenue and spending, along with its plan for an unusual corporate structure. Plus, venture investors are in line for a big payday when Anthropic goes public. Matt Murphy from Menlo…
Bloomberg Technology
Anthropic IPO Is the “One We’ve Been Waiting For”: Bessemer’s Deeter
Anthropic’s IPO will finally give public market investors a chance to get into the software side of AI, says Byron Deeter, partner at Bessemer Venture Partners. Bessemer first invested in Anthropic during its Series D, and Deeter explains the impact Anthropic going public will have on limited partners. He joins Ed Ludlow on “Bloomberg Tech”.…
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@stephenalonso-u7n
August 4, 2026 at 3:22 pm
If Exovim keeps building like this, it could have a huge launch.
@ivorbhojwani
August 4, 2026 at 3:22 pm
I’ve stopped buying every dip on the big coins, good presales have treated me much better, and Exovim is the one I’m watching.
@maureenkozlowski-b7c
August 4, 2026 at 3:25 pm
Glad I found Exovim early instead of chasing it later.
@mMorPG13
August 4, 2026 at 4:34 pm
BULLSHIT !! TSMC has no visibility on demand. TSMC got fk on fake demand during 2020-2021 orders piling up which then got cancelled.
@linkbrockman1010
August 4, 2026 at 7:14 pm
Yah ..where..what companies are making money from ai…have her name one …the small amount of companies even using ai that’s even available are not seeing a return on investment or efficiency gains that are even measurable….they may be better for some but Ai only offers small task automation or efficiency to majority of companies by percentage……..do you see it when you go anywhere…no…..the hyperscalers main customers are llms which lose billions….rest is cloud storage and streaming….those companies also cheat by counting stock gains from companies they do deals with as income…..