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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

SpaceXAI’s Grok Bot Gains Early Traction

SpaceXAI’s Grok Bot has topped 400,000 weekly users roughly a month after its launch, offering an early look at demand for Elon Musk’s push into AI agents. The product, which is separate from the flagship Grok chatbot, is designed to operate more like an always-on employee as SpaceXAI competes with OpenAI and Anthropic in the…

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SpaceXAI’s Grok Bot has topped 400,000 weekly users roughly a month after its launch, offering an early look at demand for Elon Musk’s push into AI agents. The product, which is separate from the flagship Grok chatbot, is designed to operate more like an always-on employee as SpaceXAI competes with OpenAI and Anthropic in the growing market for AI agents. Bloomberg Tech’s Ed Ludlow reports.
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Bloomberg Technology

Fei-Fei Li: AI’s Future Is ‘About Humans’

AI pioneer and World Labs CEO Fei-Fei Li discusses Atlas, the company’s latest world model designed to understand and generate 3D environments for applications spanning robotics, design and science. Li explains why spatial intelligence could become a major frontier beyond language models, and weighs in on the broader AI safety debate, arguing that humans must…

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AI pioneer and World Labs CEO Fei-Fei Li discusses Atlas, the company’s latest world model designed to understand and generate 3D environments for applications spanning robotics, design and science. Li explains why spatial intelligence could become a major frontier beyond language models, and weighs in on the broader AI safety debate, arguing that humans must remain in control and that independent benchmarks, academia, government and industry all have a role in evaluating increasingly powerful systems. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Can Silicon Valley Reinvent College for the AI Era?

The Horowitz Andreessen Academy is launching a new alternative to traditional college aimed at preparing young people for the AI economy. Backed by $42 million and supporters including Andreessen Horowitz, OpenAI, Anthropic, and Nvidia, the San Francisco-based program will focus on building with AI, interpersonal skills and hands-on projects rather than traditional majors. Founder and…

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The Horowitz Andreessen Academy is launching a new alternative to traditional college aimed at preparing young people for the AI economy. Backed by $42 million and supporters including Andreessen Horowitz, OpenAI, Anthropic, and Nvidia, the San Francisco-based program will focus on building with AI, interpersonal skills and hands-on projects rather than traditional majors. Founder and CEO Gagan Biyani joins Ed Ludlow on “Bloomberg Tech.”
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