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AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face | Bloomberg Tech 9/03/2026

Bloomberg’s Ed Ludlow breaks down what earnings from Broadcom, Snowflake, and HPE tell us about the strength of the AI boom. Plus, Hugging Face co-founder Thomas Wolf joins to discuss Nvidia’s $13 billion acquisition deal for the AI startup, And, self-driving tech startup Wayve reaches a deal with Uber to offer robotaxi rides in London.…

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Bloomberg’s Ed Ludlow breaks down what earnings from Broadcom, Snowflake, and HPE tell us about the strength of the AI boom. Plus, Hugging Face co-founder Thomas Wolf joins to discuss Nvidia’s $13 billion acquisition deal for the AI startup, And, self-driving tech startup Wayve reaches a deal with Uber to offer robotaxi rides in London.

00:00:00 – Bloomberg Tech Begins
00:01:37 – Dina Bass, Bloomberg News
00:05:06 – Lei Qiu, AllianceBernstein
00:09:11 – Thomas Wolf, Hugging Face Co-Founder
00:17:20 – Alex Kendall, Wayve CEO
00:23:19 – Riley Griffin, Bloomberg News
00:25:34 – Sridhar Ramaswamy, SnowFlake CEO
00:33:38 – Antonio Neri, HPE CEO
00:41:16 – Spencer Soper, Bloomberg News
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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5 Comments

5 Comments

  1. @kartikkarteek

    September 3, 2026 at 1:51 pm

    AI Outtage News … Tomorrow

  2. @matt.stevick

    September 3, 2026 at 2:50 pm

    nvidia is not a stock or a company. it’s the global economy. jensen is not a man he is 21st century jesus.
    📈🟩⬛️

  3. @TangMeng-j2k

    September 3, 2026 at 4:05 pm

    If millions are jobless what is it for AI? To count jobless nos?

  4. @hikalox

    September 3, 2026 at 6:27 pm

    News related to AI is developing very quickly.

  5. @atiq_

    September 3, 2026 at 6:32 pm

    Thanks for earnings data of SNOW, HPE along with estimate. @Ed

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Bloomberg Technology

Apple Explores Screenless Fitness Tracker to Rival Whoop

Apple is exploring a new screenless health and fitness tracker designed to compete with devices from Whoop and Oura, Bloomberg’s Mark Gurman reports. The device could offer longer battery life and make sleep and workout tracking easier than with an Apple Watch. Gurman discusses the project as part of a broader rethink of Apple’s wearables…

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Apple is exploring a new screenless health and fitness tracker designed to compete with devices from Whoop and Oura, Bloomberg’s Mark Gurman reports. The device could offer longer battery life and make sleep and workout tracking easier than with an Apple Watch. Gurman discusses the project as part of a broader rethink of Apple’s wearables lineup, alongside new smart-home products, smart glasses and other devices in development. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Bessemer: Anthropic Has Been Consistent on AI Safety

Bessemer Venture Partners has raised $5.75 billion in fresh capital, its largest fundraise ever, including $4 billion dedicated to growth-stage investments as AI companies raise larger rounds and remain private for longer. Partner Sameer Dholakia discusses why the firm sees a “special moment” for investing across AI applications and physical AI, its early bet on…

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Bessemer Venture Partners has raised $5.75 billion in fresh capital, its largest fundraise ever, including $4 billion dedicated to growth-stage investments as AI companies raise larger rounds and remain private for longer. Partner Sameer Dholakia discusses why the firm sees a “special moment” for investing across AI applications and physical AI, its early bet on Anthropic, and why he believes intelligence could ultimately become an economic input comparable to oil. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

AI Agents Fuel a New Cybersecurity Boom

As AI shifts from technology that talks to technology that acts, Rosenblatt Securities Analyst Catharine Trebnick says securing autonomous agents is becoming a major new opportunity for cybersecurity companies. She discusses growing demand for products from CrowdStrike and Palo Alto Networks that track AI agents, identities and permissions, and explains why increasingly capable frontier models…

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As AI shifts from technology that talks to technology that acts, Rosenblatt Securities Analyst Catharine Trebnick says securing autonomous agents is becoming a major new opportunity for cybersecurity companies. She discusses growing demand for products from CrowdStrike and Palo Alto Networks that track AI agents, identities and permissions, and explains why increasingly capable frontier models are more likely to strengthen established cybersecurity platforms. She joins Ed Ludlow on “Bloomberg Tech.”
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