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How Demand for AI Compute Is Just Scratching the Surface

Anthropic’s latest compute deal with AMD is another sign that the AI infrastructure race is accelerating. Franklin Equity’s Sara Araghi joins Bloomberg to discuss why demand for AI compute is still outpacing supply and why she believes concerns over AI have become overstated. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe…

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Anthropic’s latest compute deal with AMD is another sign that the AI infrastructure race is accelerating. Franklin Equity’s Sara Araghi joins Bloomberg to discuss why demand for AI compute is still outpacing supply and why she believes concerns over AI have become overstated. She joins Ed Ludlow on “Bloomberg Tech.”
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8 Comments

8 Comments

  1. @dwiss2556

    July 22, 2026 at 3:55 pm

    All those players have kept these cross agreements about compute in the future in ways that is pretty much like Exxon once was hiding their bad assets. Almost 2 trillion, not some small change or millions. That is a T right there and it is debt kept all off the books.

  2. @mMorPG13

    July 22, 2026 at 4:49 pm

    hyperscalers invests on openai/anthropic , openai/anthropic buys compute from hyperscalers , FAKE ROI

    • @qwertyzxaszc6323

      July 22, 2026 at 5:35 pm

      Two diffrent things. hyupesrscalers have the actual demand and the chips to make it happen. AMD and Nvidia should be scared becasue they don’t. And because they are cooked as hyperscalers are NEVER going back to Nvidia or AMD solutions.. AMD partners with Anthropic is the same as Nvidia and the NeoClouds. Companies who will have compute that is not viable going forward. Nvidia, Oracle and the Neoclouds are cooked.

  3. @peterinfamilyguy

    July 22, 2026 at 5:03 pm

    What the actual hell is she even saying? He asked straightforward: “If it is going so well and there are returns, why do these companies need to raise capital from investors?” and she goes on about “ecosystem thriving matrix computational vectors”..?!?!?! What does this even mean?!?!?!?!

  4. @EdR-y8x

    July 22, 2026 at 5:35 pm

    So the CEO pushing AI says we are overstating the AI fears…. hmmm. Who wants a data center in their back yard?

  5. @qwertyzxaszc6323

    July 22, 2026 at 5:39 pm

    Hyupesrscalers have the actual demand, chips and their own Capex to make it happen. AMD and Nvidia should be scared becasue they don’t actually own the demand anymore. Hyperscalers are Never going back to Nvidia or AMD solutions. AMD partners with Anthropic is like Nvidia and the NeoClouds,; desperation. Companies who depend on gourmet compute are not viable going forward. Nvidia, Oracle and the Neoclouds are cooked.

    • @ssuwandi3240

      July 22, 2026 at 7:39 pm

      There are Agentic AI and Physical AI😅 Google will be the only uniquely gourmet Hyperscaler !😊

  6. @tringuyen7519

    July 22, 2026 at 7:52 pm

    0:24 AMD’s Helios would help Anthropic a lot! 144 MI455X GPUs with 18 Epyc CPUs per rack would reduce AI agent token costs by 1000x & speed throughput with PCIe6.

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Bloomberg Technology

OpenAI Hack Is Day One of AI Cybersecurity: HackerOne

OpenAI’s AI hacking incident has sparked new questions about the future of cybersecurity, but HackerOne CEO Kara Sprague says the episode should be viewed as a success, not a failure. She joins Bloomberg to explain why stress-testing advanced AI models is essential, what defenders can learn from the incident, and why organizations need to prepare…

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OpenAI’s AI hacking incident has sparked new questions about the future of cybersecurity, but HackerOne CEO Kara Sprague says the episode should be viewed as a success, not a failure. She joins Bloomberg to explain why stress-testing advanced AI models is essential, what defenders can learn from the incident, and why organizations need to prepare for a new era of AI-powered cyber threats. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

OpenAI AI Models Hack Hugging Face During Test

OpenAI says one of its most advanced AI models unexpectedly hacked Hugging Face during a controlled cybersecurity test, raising new questions about the capabilities, and risks, of next-generation AI. Bloomberg’s Rachel Metz breaks down what happened and why the incident is likely to intensify the debate over AI safety and regulation. She joins Ed Ludlow…

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OpenAI says one of its most advanced AI models unexpectedly hacked Hugging Face during a controlled cybersecurity test, raising new questions about the capabilities, and risks, of next-generation AI. Bloomberg’s Rachel Metz breaks down what happened and why the incident is likely to intensify the debate over AI safety and regulation. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

OpenAI’s AI Hack, AMD’s Anthropic Bet & Apple’s Next Macs | Bloomberg Tech 7/22/2026

Bloomberg’s Ed Ludlow breaks down the news of OpenAI’s advanced AI models unexpectedly hacking Hugging Face’s system during testing, raising fresh concerns about AI safety. Plus, AMD is making a big bet by investing up to $5 billion in Anthropic. And Apple is readying a major overhaul to its Mac lineup beginning later this year,…

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Bloomberg’s Ed Ludlow breaks down the news of OpenAI’s advanced AI models unexpectedly hacking Hugging Face’s system during testing, raising fresh concerns about AI safety. Plus, AMD is making a big bet by investing up to $5 billion in Anthropic. And Apple is readying a major overhaul to its Mac lineup beginning later this year, as Samsung makes its biggest consumer hardware push of the year at its Galaxy Unpacked event.

00:00:00 – Bloomberg Tech Begins
00:01:30 – Rachel Metz, Bloomberg News
00:04:49 – Kara Sprague, Hackerone CEO
00:11:43 – Sara Araghi, Franklin Venture
00:20:12 – Dina Bass, Bloomberg News
00:23:22 – Mark Gurman, Bloomberg News
00:34:24 – Nela Richardson, ADP
00:39:12 – Brody Ford, Bloomberg News
00:41:03 – Kurt Wagner, Bloomberg News
——–
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