Bloomberg Technology
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…
Bloomberg Technology
Microsoft AI CEO, Mustafa Suleyman on Why Industry Needs a ‘Red Line’ for AI
Microsoft AI CEO Mustafa Suleyman talks about the growing alarm about AI and why he’s taking a human first approach in an interview with Bloomberg’s Shirin Ghaffary for the Q&AI newsletter. ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here: …
Bloomberg Technology
Accel Sees AI Opportunity Shifting to Applications
The AI spending boom is showing no signs of slowing down, but as billions pour into models, chips and data centers, investors are asking where the biggest returns will actually be. Accel Partner Matt Weigand, who focuses on late-stage technology investments including AI infrastructure, says the AI boom is the biggest technology cycle Silicon Valley…
Bloomberg Technology
Anthropic Goes Big on Compute, Microsoft Rethinks AI
Bloomberg’s Tim Stenovec breaks down Anthropic’s $11.6 billion contract with Akamai for AI computing power, the largest deal in Akamai’s history. Plus, President Donald Trump calls his meeting with his Chinese counterpart Xi Jinping “very productive” with little to show for it. And, Microsoft steps back from the race to build a personal chatbot by…
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@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.
@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.
@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?!?!?!?!
@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?
@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 !😊
@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.