Bloomberg Technology
AI Trade is Different From 90’s Says Nancy Tengler
Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses why she thinks the AI trade is different from the dot com bubble. She joins Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow…
Bloomberg Technology
Google Rolls Out New AI Chips to Challenge Nvidia
Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more. ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here: Get…
Bloomberg Technology
Menlo: Agents Now Drive 80% of Enterprise AI Usage
Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of…
Bloomberg Technology
Nvidia Investor: Governance Now Part of the Valuation
Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch the latest…
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@jpalventures
November 26, 2025 at 3:20 pm
Google is the slumbering dragon, and it finally woke up.
@RK-um9tu
November 27, 2025 at 10:06 pm
Google is no competition for Nvidia
Nvidia is an AI ecosystem (chips, software, and networking infrastructure)
And let not forget physical AI (autonomous driving/flying and robots)
@matthew.stevick
November 26, 2025 at 8:35 pm
most annoying week since deep seek. gotyam ppl still have no clue what is happening … not seeing the forest from the trees. 💚🖤
@RK-um9tu
November 27, 2025 at 10:08 pm
Finally an analyst understands all this bubble talk is NONSENSE…
@BIG4Investor
November 29, 2025 at 6:10 pm
Same dumb questions over and over again. AI bubble garbage network to network.