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Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy | Bloomberg Tech 2/25/2026

Bloomberg’s Caroline Hyde and Ed Ludlow preview Nvidia’s earnings as investors look for fresh clues on AI’s market impact. Plus, Anthropic loosens its central safety policy amid a growing dispute with the US Defense Department over guardrails. And, Sequoia partner Alfred Lin discusses AI’s impact on financial services alongside the CEO of his new portfolio…

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Bloomberg’s Caroline Hyde and Ed Ludlow preview Nvidia’s earnings as investors look for fresh clues on AI’s market impact. Plus, Anthropic loosens its central safety policy amid a growing dispute with the US Defense Department over guardrails. And, Sequoia partner Alfred Lin discusses AI’s impact on financial services alongside the CEO of his new portfolio company, Rowspace’s Michael Manapat.
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“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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2 Comments

2 Comments

  1. @Tanorax

    February 25, 2026 at 4:46 pm

    234 million years ago me the moon and my wife the sun created this company, Nvidia: nvi means the sun , da dog, god, T the moon, 🤘🌞, we are cool 😎

  2. @AdnanaliMagan2025

    February 25, 2026 at 6:06 pm

    Well actually but you can open the shopping centre and supper market to be a good so you can open the hotel and restaurant inoder to drink a coffee and vegetables and chicken and eggs and some thing else which I can’t conclude in this short time that is good so you can open the stores inoder to pay the suger and floor and oils for it to you and your future that is good so you should buy the clothes to be a good so you can buy the iPhone for it to you and your future that is good so you can buy the lordcars for you to be a good so you can buy the car in your future that is good so you can buy the electric viecle for you to be a good so you can buy the beyond that you have a good so you can pay the storms in your life with you and your future that is good so you can pay the telecommunications costs for you to be a good so tracking to be a good it from distrust to distrust from region to region from nation to nation and your future that is good so you can buy the jewellery in your future that is good so you can buy the sports stuff for you to be a good so you can buy the stake on it for you to be a good so you can buy the fishing in your future that is good so you should have a good

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Bloomberg Technology

Google Rolls Out New AI Chips to Challenge Nvidia

Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:   Get…

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Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more.
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Menlo: Agents Now Drive 80% of Enterprise AI Usage

Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of…

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Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of Anthropic and OpenAI in enterprise API spending. He joins Carol Massar on “Bloomberg Tech.”
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Bloomberg Technology

Nvidia Investor: Governance Now Part of the Valuation

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Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.”
——–
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