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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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Apple is bringing some its most ambitious AI capabilities to its products. As AI becomes increasingly woven into daily life, questions over privacy are likely to follow.

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Bloomberg’s Tim Stenovec takes a look at what’s driving a rebound in tech stocks as dip buyers step in to support the battered AI trade. Plus, Anthropic’s IPO plans are hit by the post-election selloff, prompting prospective investors to rethink the company’s expected valuation; and the CEOs of Lyft and DraftKings join to break down their earnings results.

00:00:00 – Bloomberg Tech Begins
00:01:16 – Ryan Vlastelica on Data center stock rebound
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00:16:45 – David Risher, Lyft CEO on 3Q earnings
00:24:36 – Hema Parmar on tech selloff
00:28:59 – Maggie Eastland on AI companies brace for fallout after elections
00:31:02 – Sunayna Tuteja, Atlantic Council’s Geoeconomics Center on Data Center Backlash
00:37:57 – Jason Robins, DraftKings CEO on 3Q earnings
——–
“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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