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Circular AI Deals Fuel Bubble Debate | Bloomberg Tech: Asia 11/28/25

The AI industry is awash with concerns of circular deals. While some of Asia’s tech giants may stand to benefit – is the spending sustainable for others? In the latest episode of ‘Bloomberg Tech: Asia,’ Shery Ahn and Annabelle Droulers follow the multi-billion-dollar transactions making waves in the region, and assess who can best weather…

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The AI industry is awash with concerns of circular deals. While some of Asia’s tech giants may stand to benefit – is the spending sustainable for others? In the latest episode of ‘Bloomberg Tech: Asia,’ Shery Ahn and Annabelle Droulers follow the multi-billion-dollar transactions making waves in the region, and assess who can best weather the storm if the AI bubble bursts.

Chapters:
00:00:00 – Bloomberg Tech: Asia begins
00:01:01 – Top Asia players in circular AI money machine
00:05:04 – Foxconn Chairman Young Liu on AI financing
00:09:44 – Deep dive into Softbank’s AI ambitions and risks
00:20:48 – Alibaba CEO says AI bubble unlikely within three years
——–
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12 Comments

12 Comments

  1. @mil546

    November 28, 2025 at 12:00 am

    Good luck.

  2. @SamJackMoo

    November 28, 2025 at 12:57 am

    Top info👍🏻

  3. @JUSTICE-n6d

    November 28, 2025 at 1:37 am

    The question you should ask Gemini: do TPUs require HBMs as well as Nvidia’s GPUs…

  4. @AdnanaliMagan2025

    November 28, 2025 at 4:26 am

    Well actually but we have to work for every day and night sweet so doing a job maybe easier than you think about it so you do it by yourself and your future that is good so we need a accountability and transparent to win that is good so we have to keep the corruption because it is not good

  5. @benjaminhon86

    November 28, 2025 at 10:09 pm

    Fun fact: the entire economy is circular.

    It’s called trade

    • @reigninblood123

      November 29, 2025 at 2:00 am

      It’s not the same

    • @benjaminhon86

      November 29, 2025 at 4:42 am

      @reigninblood123it just takes a longer path. At the end of the day what matters is that was value created or added

  6. @MK-mz4un

    November 29, 2025 at 12:51 am

    Wework- that is a harsh comparison

  7. @АлександрМирный-з2з

    November 29, 2025 at 7:26 am

    I kept seeing people online talking about Smart Broke Dumb Rich by Zor Veyl—saying it felt illegal to read, like it exposed secrets no one’s supposed to know. Curiosity got the best of me, so I checked it out. Now I understand why everyone was losing their minds. Smart Broke Dumb Rich by Zor Veyl really does feel like a cheat code.

  8. @neilweston7605

    November 29, 2025 at 7:57 am

    THKU MIZZ An.

  9. @venomr1

    November 29, 2025 at 4:30 pm

    😂😂😂😂 6:16

  10. @venomr1

    November 29, 2025 at 4:31 pm

    😂😂🤓🤓😁😁 7:13

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Bloomberg Technology

Google Sales Miss Reignites AI Fears, Microsoft Eyes $25B Debt Offering

Bloomberg’s Ed Ludlow breaks down Alphabet’s weak search and ad sales which raised new fears that AI is eating into Google’s core business and caused a record market cap wipeout. Plus, Bloomberg reports Microsoft is looking to tap the bond market for the first time since 2017, seeking at least $25 billion to support spending…

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Bloomberg’s Ed Ludlow breaks down Alphabet’s weak search and ad sales which raised new fears that AI is eating into Google’s core business and caused a record market cap wipeout. Plus, Bloomberg reports Microsoft is looking to tap the bond market for the first time since 2017, seeking at least $25 billion to support spending as AI cloud growth soars. And, DoorDash makes a $17 billion bet on groceries with plans to buy Instacart.

00:00:00 – Bloomberg Tech Begins
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00:30:56 – Peter Elstrom on Samsung AI Spending
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00:40:45 – Matt Day on Amazon 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.

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Bloomberg Technology

Driverless Trucks Can Double Profits, Says Aurora CEO

Driverless trucking company Aurora is ramping up production and switching to a ‘driver-as-a-service model’ as it looks to reach profitability and meet demand. Aurora co-founder and CEO Chris Urmson discusses how the company is scaling and what he sees as a friendly regulatory environment amid a national truck-driving shortage. Urmson joins Ed Ludlow on “Bloomberg…

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Driverless trucking company Aurora is ramping up production and switching to a ‘driver-as-a-service model’ as it looks to reach profitability and meet demand. Aurora co-founder and CEO Chris Urmson discusses how the company is scaling and what he sees as a friendly regulatory environment amid a national truck-driving shortage. Urmson joins Ed Ludlow on “Bloomberg Tech.”
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Microsoft Turns to Bond Market as AI Spending Grows

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Microsoft is looking to raise at least $25 billion from its first US investment-grade bond offering in nearly a decade, according to people familiar with the matter. Bloomberg Intelligence’s Robert Schiffman discusses how this reinforces his view that AI spending will keep growing. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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