Bloomberg Technology
Expanding US Rare Earths Supply Chain
President Donald Trump announced a rare earths deal with Australia during a White House meeting. Rob Thummel, senior portfolio manager at Tortoise Capital, discusses how the deal could impact markets and why investing in utilities and the underlying infrastructure for AI is a winning bet. He joins Ed Ludlow on “Bloomberg Tech.” ——– Like this…
Bloomberg Technology
Microsoft’s Data Center Plans Face Big Costs
Microsoft plans to more than triple its data center capacity to help overcome a computing shortage that has forced it to turn away some AI and cloud business. Bloomberg’s Brody Ford joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of “Bloomberg…
Bloomberg Technology
Balancing AI Risks With the Race to Stay Ahead of China
As debate intensifies over the risks of advanced AI and the rapid expansion of data centers, Eclipse CEO Lior Susan venture argues the industry needs collaboration rather than a retreat to avoid ceding the US’s technological lead over China. He also says the tech industry needs to do a better job explaining the benefits of…
Bloomberg Technology
Oracle’s Cloud Growth; Debate Around AI Risks
Bloomberg’s Ed Ludlow breaks down Oracle’s latest results and how they are helping ease concerns around the company’s massive AI infrastructure buildout. Plus, the debate around AI’s societal risks and the backlash against the global data center build-out grow louder. 00:00:00 – Bloomberg Tech Begins 00:01:04 – Brody Ford, Bloomberg News 00:03:54 – Stefan Slowinski,…
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Microsoft’s Data Center Plans Face Big Costs
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@dedenisty
October 21, 2025 at 5:46 pm
Despite the name, rare earths aren’t actually rare, they’re common. The problem is the refining process, which relies on Chinese technology 😅
@daShadoSage
October 21, 2025 at 7:25 pm
Nothing China is doing can not be reproduced. No one has needed to or tried until now. And please don’t bring up patents. US and others can do what China has done if needed, hire away experts at large contracts and reproduce the tech under national security concerns. China can try to sue at the Word Trade or International Court… whose rulings they often ignore