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…
@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.