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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 🤓

    Reply

  2. @118Columbus

    September 25, 2026 at 5:50 pm

    0:50 what is that?

    Reply

  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

    Reply

  4. @CaliforniaDrifter

    September 25, 2026 at 7:58 pm

    Nice fill-in Tim!

    Reply

  5. @shockwave9969

    September 26, 2026 at 7:20 am

    Wonderful host 🎉

    Reply

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