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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

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:

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