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Dell Raises AI Server Sales Outlook While HP Cuts Jobs | Bloomberg Tech 11/26/2025

Bloomberg’s Tim Stenovec discusses Dell’s increased outlook for AI server shipments and HP’s plans for job cuts. Plus, Warner Brothers Discovery is asking bidders for sweetened offers as it explores options for a sale. And Nvidia is in focus as questions about competition in the AI chip market grow. Chapters: 00:00:00 – Bloomberg Tech Begins…

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Bloomberg’s Tim Stenovec discusses Dell’s increased outlook for AI server shipments and HP’s plans for job cuts. Plus, Warner Brothers Discovery is asking bidders for sweetened offers as it explores options for a sale. And Nvidia is in focus as questions about competition in the AI chip market grow.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:31 – Dina Bass and Ryan Vlastelica, Bloomberg News
00:06:30 – Nancy Tengler, Laffer Tangler Investments
00:13:26 – Theresa Payton, Fortalice Solutions
00:19:38 – Alastair Marsh, Bloomberg News
00:23:48 – Carmen Reinicke, Bloomberg News
00:26:26 – Angelo Zino, CFRA Research
00:33:30 – Ashley Carman and Hannah Miller, Bloomberg News
00:38:11 – Dylan McDonnell, Foodini CEO & Founder
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4 Comments

4 Comments

  1. @AdnanaliMagan2025

    November 26, 2025 at 4:27 pm

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  2. @spicysugar1986

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    November 27, 2025 at 1:44 am

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  4. @AdnanaliMagan2025

    November 27, 2025 at 2:40 am

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Bloomberg Technology

AI Chipmaker Cerebras Seeks $4.8 Billion in Upsized IPO | Bloomberg Tech 5/11/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Cerebras’ increased IPO plans as the AI chipmaker and data center operator boosts its offering plans by one-third to as much as $4.8 billion. Plus, Circle CEO Jeremy Allaire explains what drove the company’s first-quarter revenue and his vision of an agent-led future. And, Google researchers say they…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Cerebras’ increased IPO plans as the AI chipmaker and data center operator boosts its offering plans by one-third to as much as $4.8 billion. Plus, Circle CEO Jeremy Allaire explains what drove the company’s first-quarter revenue and his vision of an agent-led future. And, Google researchers say they have uncovered the first-ever zero-day attack built by AI.

Chapters:
00:00:00 – Intro
00:12:33 – Circle CEO Jeremey Allaire
00:22:53 – Alphabet Set to Become World’s Biggest Company
00:31:08 – Rezolve AI CEO Dan Wagner
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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

Rezolve AI CEO Weighs In on Hostile Bid for Commerce.com

Rezolve AI CEO Dan Wagner discusses the reason behind his company’s hostile bid for Commerce.com, including what he called an “embarrassing growth rate” by the takeover target. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg…

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Rezolve AI CEO Dan Wagner discusses the reason behind his company’s hostile bid for Commerce.com, including what he called an “embarrassing growth rate” by the takeover target. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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Bloomberg Technology

A $400 AI Bet That’s a High-Stakes Wager on the Future of Work

AI is set to have a profound impact on the workforce and productivity, but by how much and how quickly are still being debated and bet on by academics. Bloomberg’s Stacey Vanek Smith describes the $400 wager on the future of work. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this…

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AI is set to have a profound impact on the workforce and productivity, but by how much and how quickly are still being debated and bet on by academics. Bloomberg’s Stacey Vanek Smith describes the $400 wager on the future of work. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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