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Big Tech to Spend $650B This Year as AI Race Intensifies

Four of the biggest US tech companies have forecast capital expenditures that will reach about $650 billion in 2026 for new data centers and gear, underscoring just how quickly the AI race is accelerating. Lei Qiu, AllianceBernstein CIO of Thematic Innovation Equities, joins Caroline Hyde and Ed Ludlow to discuss what this wave of investment…

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Four of the biggest US tech companies have forecast capital expenditures that will reach about $650 billion in 2026 for new data centers and gear, underscoring just how quickly the AI race is accelerating. Lei Qiu, AllianceBernstein CIO of Thematic Innovation Equities, joins Caroline Hyde and Ed Ludlow to discuss what this wave of investment means for markets and disruption across industries on “Bloomberg Tech.”
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3 Comments

3 Comments

  1. @jtcintl4373

    February 6, 2026 at 10:01 pm

    Thank you, Ms. Qiu!!! 👏👍

  2. @genxchas

    February 7, 2026 at 12:17 am

    She’s absolutely right ✅️ on point especially the last 5 min

  3. @Daniel-p1x1t

    February 7, 2026 at 7:33 am

    That’s a steep price of $650b for “hope” that we are building a road to somewhere, hmm?!?

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Bloomberg Technology

Microsoft Makes Some Progress on Outlook Outage

Microsoft Corp. is struggling to restore access to its flagship software and end an outage that has paralyzed government offices, traders and businesses globally. Users in more than 70 countries were affected. The company says its making progress toward recovering service. Matt Day reports. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:  …

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Microsoft Corp. is struggling to restore access to its flagship software and end an outage that has paralyzed government offices, traders and businesses globally. Users in more than 70 countries were affected. The company says its making progress toward recovering service. Matt Day reports.
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Bloomberg Technology

Nvidia Fallout, Microsoft Outage and Anthropic’s IPO Push

Bloomberg’s Ed Ludlow breaks down the fallout from Jensen Huang’s resignation from Nvidia as more details are revealed. Plus, Microsoft races to restore services after a global outage impacted government offices, traders and businesses worldwide; and Anthropic takes its IPO pitch to Wall Street as CEO Dario Amodei sits down with JPMorgan’s Jamie Dimon. 00:00:00…

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Bloomberg’s Ed Ludlow breaks down the fallout from Jensen Huang’s resignation from Nvidia as more details are revealed. Plus, Microsoft races to restore services after a global outage impacted government offices, traders and businesses worldwide; and Anthropic takes its IPO pitch to Wall Street as CEO Dario Amodei sits down with JPMorgan’s Jamie Dimon.

00:00:00 – Bloomberg Tech Begins
00:01:29 – Ian King on Nvidia sinks again
00:05:19 – Paisley Nardini, Tema ETFs on Nvidia Earnings in Focus
00:12:12 – Matt Day on Microsoft Outage
00:14:43 – Ryan Gould on SpaceX & Tesla Merger
00:19:19 – Nina Trentman on Nvidia’s Kress goes from behind the scenes to top
00:23:53 – Ryan Vlastelica on Nvidia analysts see uncertainty ahead
00:27:20 – Michael Shepard on Lutnick under fire
00:31:26 – Andrew Feldman, Cerebras CEO on 4Q core revenue forecast beats estimates
00:38:40 – Kunjan Sobhani on Huang departure could impact Nvidia deal pace
00:41:01 – Isabelle Lee on Anthropic IPO Pitch
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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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Bloomberg Technology

From CFO to Interim CEO: Kress Takes Charge at Nvidia

Longtime Nvidia CFO Colette Kress is stepping into the spotlight as interim CEO, taking the helm after Jensen Huang’s resignation and one of the biggest leadership crises in the company’s history. Bloomberg’s Nina Trentmann looks at Kress’s 13-year tenure at Nvidia, how her role evolved alongside the company’s transformation into an AI powerhouse, and the…

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Longtime Nvidia CFO Colette Kress is stepping into the spotlight as interim CEO, taking the helm after Jensen Huang’s resignation and one of the biggest leadership crises in the company’s history. Bloomberg’s Nina Trentmann looks at Kress’s 13-year tenure at Nvidia, how her role evolved alongside the company’s transformation into an AI powerhouse, and the new challenge of managing operations, investors and Washington as she takes on a far more public-facing role. She joins Ed Ludlow on “Bloomberg Tech.”
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