Bloomberg Technology
Alibaba’s AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026
Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems. 00:00:00 –…
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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