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Data Center Buildout Going Too Far: Bokeh Capital’s Forrest

Bokeh Capital CIO Kim Forrest says she is not sure the world needs all the AI data centers that are being built. She shares her thoughts on AI data center spending with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full…

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Bokeh Capital CIO Kim Forrest says she is not sure the world needs all the AI data centers that are being built. She shares her thoughts on AI data center spending with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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3 Comments

3 Comments

  1. @HumanPP

    November 12, 2025 at 6:21 pm

    Energy-intensive systems such as AI, cryptocurrency mining, etc. MUST BE DONE IN SPACE, in Earth orbit: we cannot continue to destroy local communities and their resources.
    I am not against progress, but we must protect our water reserves and our land… and above all, we must prevent energy and water bills from skyrocketing for those who live in the area. As has already happened in some cities.

  2. @user-tx9zg5mz5p

    November 12, 2025 at 7:00 pm

    AGI is fusion 2.0. Only 30 years away, every 30 years 😂

  3. @andysol2002

    November 12, 2025 at 8:05 pm

    Looks like she is focusing on the out-of-focus areas. 😀

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Bloomberg Technology

Google Rolls Out New AI Chips to Challenge Nvidia

Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:   Get…

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Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more.
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Menlo: Agents Now Drive 80% of Enterprise AI Usage

Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of…

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Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of Anthropic and OpenAI in enterprise API spending. He joins Carol Massar on “Bloomberg Tech.”
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Nvidia Investor: Governance Now Part of the Valuation

Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest…

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Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.”
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