Bloomberg Technology
Anthropic’s IPO Momentum as CoreWeave Rattles AI Trade
Bloomberg’s Ed Ludlow breaks down Anthropic’s third-quarter revenue numbers as the company gets ready for its IPO. Plus: CoreWeave’s talk of tapping “unlimited” pools of money rattles markets and puts the financing behind the data center buildout back under the microscope; and Nvidia CEO Jensen Huang says safety and containment should be integrated into AI…
Bloomberg Technology
AI’s Biggest Risk: Debt-Fueled Growth
DA Davidson Head of Technology Research Gil Luria joined Bloomberg Open Interest to explain why Nvidia’s ecosystem and chip demand could support growth through 2030, while warning that debt-heavy data-center builders may face serious pressure. ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch the latest full episodes of “Bloomberg Tech” with…
Bloomberg Technology
Power On: Is Apple’s HomeView Ecosystem Worth Buying Into?
With the newly unveiled HomeView, Apple is finally closing the biggest gap in its ecosystem. On this episode of the Power On podcast, Mark Gurman talks about Apple’s full lineup of devices designed to work together and what it will take to win over consumers already invested in ecosystems offered by rivals like Google and…
Bloomberg Technology
Data Center Backlash Becomes a Midterm Flashpoint
As the AI infrastructure boom drives a wave of data center construction, concerns over electricity costs, water use and local impacts are increasingly entering the political debate ahead of the midterms. Cato Institute senior fellow Jennifer Huddleston discusses the economic benefits data centers can bring to communities and why she argues the technology industry needs…
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@foxooo
October 15, 2026 at 2:01 pm
The margin has to be bs.
@jasono.1629
October 15, 2026 at 3:48 pm
AI is following same trajectory as electric cars….Stage 1: big interest upfront. Stage 2: physical limitations realized after purchase. Stage 3: lower demand leads to over manufacturing and price reductions.