Bloomberg Technology
Amazon’s AI Story Is a ‘Game Changer,’ Says Mizuho
Amazon’s latest earnings may have changed the AI narrative around the company. Mizuho’s Jordan Klein joins Bloomberg to explain why accelerating AWS growth, rising demand for Amazon’s custom AI chips and improving AI monetization across the business have strengthened the investment case, and why he believes Amazon remains one of the biggest winners in the…
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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@aaeen-e-nau
July 31, 2026 at 6:54 pm
We were charged $80 for a serverless AI KB RAG, which was just lying around and had no traffic at all. The setup pages didn’t mention explicitly about idle charges for serverless. Is this how AWS earns?
@ssuwandi3240
August 1, 2026 at 7:18 pm
Yeah because you pay the fixed cost of direct labor and compute overhead. Unlike the variable in traditional accounting
@JasonTheOneAndOnly
July 31, 2026 at 7:43 pm
No, it isn’t, they are hiding so much debt, like all the big tech giant’s currently, their core business is what allows them to continue, not AI.
@mjo1337
August 1, 2026 at 7:32 am
Ok boomer
@Realistafinanciero
August 2, 2026 at 6:40 pm
😂😂😂😂
@FRIENDZONE_MILLIONAIRE
July 31, 2026 at 7:56 pm
This “cup half full” narrative is hilarious.
@118Columbus
July 31, 2026 at 11:31 pm
Like… for sure
@linkbrockman1010
August 1, 2026 at 7:01 am
This was screaming and cloud storage….not AI that companies are using…why do they always say it’s ai… rediculous… there’s no money being made from AI..no business integration..the small amount of companies even using ai are not seeing a return on investment or efficiency that’s even measurable…..this guy couldn’t name one business that has inigrated Ai and made money
@alquinn8576
August 1, 2026 at 10:29 am
Sol and Fable haven’t been out long enough for us to see the impact of the latest models
@RequiemMask31
August 1, 2026 at 2:27 pm
Finance bros have been rugged by nerds and it’s hilarious. It’s all coming down in 2027.
@Johnny-JH
August 1, 2026 at 6:10 pm
Amazon, OR Meta did NOT say, what in AI helped the Ad revenue? This is a bogus statement. AI did not help anything. The Ad business was growing anyway. How AI helped the Ads? It is right there, but Joseph just can’t see it, or understand it, because he doesn’t want to, because he is invested in META and has bought it. I think we should think objectively, and not subjectively. Meta or any other company in the world, has not yet quantified, what AI did to contribute to their revenues. They all say “Ai is paying off” , “AI is helping this or that”… but what? What AI is doing, and how is it helping? What AI contribute to ever, just at its own?
@mikep8270
August 2, 2026 at 1:52 pm
This guy always sounds like a tosser high on his own over inflated sense of intelligence