Bloomberg Technology
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…
Bloomberg Technology
Meta to Build Cloud Business to Sell Excess AI Compute | Bloomberg Tech 7/01/2026
Bloomberg’s Ed Ludlow breaks down Meta’s plans to develop its own cloud infrastructure business aimed at selling access to AI computing power and models. Plus, the Trump administration lifts foreign access restrictions on Anthropic’s Fable 5 AI model. And, Lime CEO Wayne Ting joins as the company gets ready to debut on the Nasdaq. 00:00:00…
Bloomberg Technology
Marlinspike Raises New Fund to Back Defense, Industrial Startups
Marlinspike Partners just raised an oversubscribed $127 million Fund II to “rearm America,” the latest sign that investors are piling into defense startups. Marlinspike co-founder and CEO Neil Keegan, who also served six years as a US Navy Surface Warfare Officer, joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology…
Bloomberg Technology
Uber-Backed Lime Raises $174 Million in Public Debut
The IPO window is showing more signs of life, with Uber-backed Lime raising $174 million in its public debut, pricing its shares right at the midpoint of the expected range. Lime CEO Wayne Ting says the company is going public to attract new investors, and is thinking about M&A, though “the bar is high.” He…
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@jtcintl4373
February 6, 2026 at 10:01 pm
Thank you, Ms. Qiu!!! 👏👍
@genxchas
February 7, 2026 at 12:17 am
She’s absolutely right ✅️ on point especially the last 5 min
@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?!?