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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

Defense Tech Boom Fuels Shield AI’s Expansion

Shield AI is acquiring counter-drone technology company Echodyne in a deal worth more than $5 billion, a major expansion of its push into next-generation defense technology. CEO Gary Steele discusses why counter-drone capabilities are becoming increasingly critical and why investor appetite for defense tech remains strong as Shield AI raises new capital at a sharply…

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Shield AI is acquiring counter-drone technology company Echodyne in a deal worth more than $5 billion, a major expansion of its push into next-generation defense technology. CEO Gary Steele discusses why counter-drone capabilities are becoming increasingly critical and why investor appetite for defense tech remains strong as Shield AI raises new capital at a sharply higher valuation. He joins Tim Stenovec on “Bloomberg Tech.”
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Bloomberg Technology

Agility Robotics Makes Public Debut as Humanoids Scale

Agility Robotics is making its public market debut, becoming the first dedicated US humanoid robotics company to go public. CEO Peggy Johnson discusses growing deployments of its Digit robot, $300 million in pending orders and why the company chose to go public now despite market volatility. She joins Tim Stenovec on “Bloomberg Tech.” ——– Like…

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Agility Robotics is making its public market debut, becoming the first dedicated US humanoid robotics company to go public. CEO Peggy Johnson discusses growing deployments of its Digit robot, $300 million in pending orders and why the company chose to go public now despite market volatility. She joins Tim Stenovec on “Bloomberg Tech.”
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Bloomberg Technology

Apple Taps Bond Market for $7B as Tech Sells Off

Apple is looking to raise about $7 billion in its first investment-grade bond sale in more than a year, with proceeds helping to fund share buybacks. Bloomberg Intelligence’s Robert Schiffman says the move looks opportunistic rather than driven by a need for cash. He also explains why Apple is standing out in the broader tech…

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Apple is looking to raise about $7 billion in its first investment-grade bond sale in more than a year, with proceeds helping to fund share buybacks. Bloomberg Intelligence’s Robert Schiffman says the move looks opportunistic rather than driven by a need for cash. He also explains why Apple is standing out in the broader tech selloff as investors reassess the debt and spending behind the AI infrastructure boom. He joins Tim Stenovec on “Bloomberg Tech.”
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