Bloomberg Technology
Inside Blackstone’s Massive Bet on the AI Boom
Blackstone has built one of Wall Street’s broadest bets on AI, investing across the ecosystem from data centers, power and cooling to chip financing and companies including OpenAI, Anthropic and SpaceX. Bloomberg’s Preeti Singh explains how President and COO Jon Gray spotted the infrastructure opportunity early and why he sees AI as a generational economic…
Bloomberg Technology
AI’s Biggest Risk: Debt-Fueled Growth
DA Davidson Head of Technology Research Gil Luria joined Bloomberg Open Interest to explain why Nvidia’s ecosystem and chip demand could support growth through 2030, while warning that debt-heavy data-center builders may face serious pressure. ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch the latest full episodes of “Bloomberg Tech” with…
Bloomberg Technology
Power On: Is Apple’s HomeView Ecosystem Worth Buying Into?
With the newly unveiled HomeView, Apple is finally closing the biggest gap in its ecosystem. On this episode of the Power On podcast, Mark Gurman talks about Apple’s full lineup of devices designed to work together and what it will take to win over consumers already invested in ecosystems offered by rivals like Google and…
Bloomberg Technology
Data Center Backlash Becomes a Midterm Flashpoint
As the AI infrastructure boom drives a wave of data center construction, concerns over electricity costs, water use and local impacts are increasingly entering the political debate ahead of the midterms. Cato Institute senior fellow Jennifer Huddleston discusses the economic benefits data centers can bring to communities and why she argues the technology industry needs…
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@raybod1775
October 15, 2026 at 6:33 pm
AI demand is high because $4 cost of compute is sold for $1. Corporations can only use in-house models for proprietary and personal information, not Anthropic or OpenAI.