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Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO | Bloomberg Tech 9/01/2026

Bloomberg’s Ed Ludlow breaks down Anthropic’s $35 billion computing deal with Nvidia-backed cloud provider Lambda as the AI startup looks to expand its AI capacity. Plus, Elon Musk predicts AI will increase the global economy by up to 30%. And, John Ternus officially takes over as Apple CEO as the company gets ready for a…

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Bloomberg’s Ed Ludlow breaks down Anthropic’s $35 billion computing deal with Nvidia-backed cloud provider Lambda as the AI startup looks to expand its AI capacity. Plus, Elon Musk predicts AI will increase the global economy by up to 30%. And, John Ternus officially takes over as Apple CEO as the company gets ready for a new product unveil next week.

00:00:00 – Bloomberg Tech Begins
00:01:12 – Sarah Frier, Bloomberg News
00:04:48 – Stephanie Aliaga, JP Morgan Asset Management
00:12:57 – Michael Shepard, Bloomberg News
00:16:15 – Winnie Hsu, Bloomberg News
00:19:32 – Spencer Soper, Bloomberg News
00:23:35 – Ryan Vlastelica, Bloomberg News
00:26:13 – Mark Gurman, Bloomberg News
00:31:39 – Peter Millard, Bloomberg New
00:33:46 – Jason Oxman, Information Technology Industry Council
00:42:00 – Samantha Kelly, 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. @reson8labs

    September 1, 2026 at 3:24 pm

    . |
    bubble 1 | bubble 2
    /
    /
    bubble 3

    what benefits one redistributes for all, anthropic blowing seed bubbles, NVIDIA provide the hardware and another level of sanity for investors

  2. @vme90-y7l

    September 1, 2026 at 3:35 pm

    The comparison should be how much Steve Jobs would have increased Apple’s market cap over the same period if he had lived. Jobs would have blown Cook out of the water.

  3. @KristopherErtmer

    September 1, 2026 at 4:16 pm

    🍏
    TYPE KRIS ERTMER INTO YOUTUBE.

    PLEASE RELEASE A NEW CELLULAR IPOD TOUCH.

  4. @JasonPatrickMerrigan

    September 1, 2026 at 5:12 pm

    The Circle Financing Final Boss continues.

  5. @jasono.1629

    September 1, 2026 at 7:00 pm

    $500 AI tooth brush 🤦🏼‍♂️. These companies are dumb.

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Bloomberg Technology

AI Anxiety Collides With the Midterms

Artificial Intelligence anxiety is moving from Silicon Valley into the political arena ahead of the midterm elections. Concerns that began with jobs and the enormous sums pouring into AI have spread to increasingly powerful models, with some industry leaders calling for stronger guardrails. Ed Ludlow looks at how those fears are colliding with Washington’s push…

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Artificial Intelligence anxiety is moving from Silicon Valley into the political arena ahead of the midterm elections. Concerns that began with jobs and the enormous sums pouring into AI have spread to increasingly powerful models, with some industry leaders calling for stronger guardrails. Ed Ludlow looks at how those fears are colliding with Washington’s push to maintain America’s AI lead.
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Bloomberg Technology

Bitcoin Is at Beginning a Bull Market, Says Strategy’s Saylor

In an exclusive interview from DC Fintech Week, Strategy founder and Executive Chairman Michael Saylor says Bitcoin is at the beginning of a bull market thanks to favorable regulation and accelerating bank adoption. He speaks on “Bloomberg Crypto.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of…

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In an exclusive interview from DC Fintech Week, Strategy founder and Executive Chairman Michael Saylor says Bitcoin is at the beginning of a bull market thanks to favorable regulation and accelerating bank adoption. He speaks on “Bloomberg Crypto.”
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Bloomberg Technology

Chip Selloff Spreads Globally, Apple Makes Smart Home Push

Bloomberg’s Ed Ludlow breaks down the accelerating chip selloff as pressure spreads from Asia to the US. Plus, Apple releases a new line of smart home devices including its HomeView Hub, the centerpiece of its push to challenge Amazon and Google in that space. And, Meta releases a new AI model which it says has…

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Bloomberg’s Ed Ludlow breaks down the accelerating chip selloff as pressure spreads from Asia to the US. Plus, Apple releases a new line of smart home devices including its HomeView Hub, the centerpiece of its push to challenge Amazon and Google in that space. And, Meta releases a new AI model which it says has “frontier capabilities” as it vies to take on OpenAI and Anthropic.

00:00:00 – Bloomberg Tech Begins
00:01:08 – Peter Elstrom, Bloomberg News
00:03:53 – Kristina Hooper, Man Group
00:09:15 – Mark Gurman, Bloomberg News
00:12:41 – Riley Griffin, Bloomberg News
00:17:12 – Nandan Nilekani, Infosys
00:19:40 – Loren Grush, Bloomberg News
00:23:05 – Ryan Vlastelica, Bloomberg News
00:23:49 – Rodrigo Liang, Sambanova CEO
00:33:49 – Tom Linebarger, Mainspring Energy
00:40:28 – Jason Schreier, Bloomberg News
——–
“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:

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