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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

    November 26, 2025 at 6:26 pm

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  3. @AdnanaliMagan2025

    November 27, 2025 at 1:44 am

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  4. @AdnanaliMagan2025

    November 27, 2025 at 2:40 am

    Well actually but you should try to do a better job in your life with you and your future that is good

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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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Bloomberg Technology

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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Bloomberg Technology

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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