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Bloomberg Technology

Anthropic Goes Big on Compute, Microsoft Rethinks AI

Bloomberg’s Tim Stenovec breaks down Anthropic’s $11.6 billion contract with Akamai for AI computing power, the largest deal in Akamai’s history. Plus, President Donald Trump calls his meeting with his Chinese counterpart Xi Jinping “very productive” with little to show for it. And, Microsoft steps back from the race to build a personal chatbot by…

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Bloomberg’s Tim Stenovec breaks down Anthropic’s $11.6 billion contract with Akamai for AI computing power, the largest deal in Akamai’s history. Plus, President Donald Trump calls his meeting with his Chinese counterpart Xi Jinping “very productive” with little to show for it. And, Microsoft steps back from the race to build a personal chatbot by instead merging the consumer and workplace versions of its Copilot AI assistant into one.

00:00:00 – Bloomberg Tech Begins
00:02:15 – Seth Fiegerman, Bloomberg News
00:05:19 – Anna Rathbun, Grenadilla Advisory
00:12:46 – Michael Shepard, Bloomberg News
00:16:22 – Julian Gewirtz, Harvard Belfer Center
00:24:16 – Matt Day, Bloomberg News
00:26:13 – Mustafa Suleyman, Microsoft AI
00:30:07 – Matt Weigand, Accel
00:41:06 – Ryan Vlastelica, 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. @FollowTheLion01

    September 25, 2026 at 2:58 pm

    Is it just me or does this host look like he stole Ed Ludlow’s glasses 🤓

  2. @118Columbus

    September 25, 2026 at 5:50 pm

    0:50 what is that?

  3. @puffycloudysilver

    September 25, 2026 at 7:12 pm

    That’s so messed up to make old people interact with robots instead of real humans

  4. @CaliforniaDrifter

    September 25, 2026 at 7:58 pm

    Nice fill-in Tim!

  5. @shockwave9969

    September 26, 2026 at 7:20 am

    Wonderful host 🎉

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Bloomberg Technology

Power On: How Private Is an Always-Listening Apple Watch?

Apple is bringing some its most ambitious AI capabilities to its products. As AI becomes increasingly woven into daily life, questions over privacy are likely to follow. On this episode of the Power On podcast, Mark Gurman and Vlad Savov discuss privacy implications of new always-listening Apple Watch features. ——– Like this video? Subscribe to…

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Apple is bringing some its most ambitious AI capabilities to its products. As AI becomes increasingly woven into daily life, questions over privacy are likely to follow.

On this episode of the Power On podcast, Mark Gurman and Vlad Savov discuss privacy implications of new always-listening Apple Watch features.
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Bloomberg Technology

AI Policy Moves From Washington to the States

AI emerged as a major issue in the midterm elections, but what that means for policy — and the massive data center buildout — remains uncertain. Atlantic Council senior fellow and former Federal Reserve System Chief Innovation Officer Sunayna Tuteja discusses why states could play an increasingly important role in data center policy, and argues…

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AI emerged as a major issue in the midterm elections, but what that means for policy — and the massive data center buildout — remains uncertain. Atlantic Council senior fellow and former Federal Reserve System Chief Innovation Officer Sunayna Tuteja discusses why states could play an increasingly important role in data center policy, and argues regulation and innovation don’t have to be at odds as the US competes with China. She joins Tim Stenovec on “Bloomberg Tech.”
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Bloomberg Technology

Tech Stocks Rebound as Dip Buyers Return to AI Trade

Bloomberg’s Tim Stenovec takes a look at what’s driving a rebound in tech stocks as dip buyers step in to support the battered AI trade. Plus, Anthropic’s IPO plans are hit by the post-election selloff, prompting prospective investors to rethink the company’s expected valuation; and the CEOs of Lyft and DraftKings join to break down…

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Bloomberg’s Tim Stenovec takes a look at what’s driving a rebound in tech stocks as dip buyers step in to support the battered AI trade. Plus, Anthropic’s IPO plans are hit by the post-election selloff, prompting prospective investors to rethink the company’s expected valuation; and the CEOs of Lyft and DraftKings join to break down their earnings results.

00:00:00 – Bloomberg Tech Begins
00:01:16 – Ryan Vlastelica on Data center stock rebound
00:04:15 – Seth Fiegerman on Anthropic IPO Valuation $1.2T
00:06:40 – Michael Monaghan, Founder ETFs on Anthropic IPO
00:13:52 – Natalia Kniazhevich on Nasdaq-100 sheds market value
00:16:45 – David Risher, Lyft CEO on 3Q earnings
00:24:36 – Hema Parmar on tech selloff
00:28:59 – Maggie Eastland on AI companies brace for fallout after elections
00:31:02 – Sunayna Tuteja, Atlantic Council’s Geoeconomics Center on Data Center Backlash
00:37:57 – Jason Robins, DraftKings CEO on 3Q earnings
——–
“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.

Like this video? Subscribe and turn on the notifications for Bloomberg Technology on YouTube:

Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

Get the latest in tech from Silicon Valley and around the world here:

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Follow Caroline Hyde on Twitter here:

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