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Investors Hunt for Proof AI Delivering Productivity Gains

Another big week for tech earnings kicks off with investors eyeing the impact of circular AI deals and spending. Natalie Gallagher, principal economist and director at Board, joins Caroline Hyde on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde…

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Another big week for tech earnings kicks off with investors eyeing the impact of circular AI deals and spending. Natalie Gallagher, principal economist and director at Board, joins Caroline Hyde on “Bloomberg Tech.”
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11 Comments

11 Comments

  1. @kamenidriss

    February 2, 2026 at 1:07 pm

    this crash is going to be spectacular

  2. @LorenzoWozniak

    February 2, 2026 at 2:05 pm

    Depends on your finances . 1000$ in Xaidut is 4000 Xaidut if it goes to 50% of ath in 2026 thats a 600% gain. If it goes equal to ath . Its a 1200% gain.

  3. @RochelleMondragon-s8c

    February 2, 2026 at 2:31 pm

    New to channel—thanks for alpha. Cycle bags: $XRP, $ETH, $XA80B. High conviction on last like you.

  4. @abinjoseph9808

    February 2, 2026 at 3:45 pm

    I use grok for small daily stuff it’s great 😊

  5. @u4ea70

    February 2, 2026 at 5:02 pm

    TL;DR – they have invested trillions into AI, they have nothing to show for it and AGI is a pipe dream.

  6. @matt.stevick

    February 2, 2026 at 5:33 pm

    haters doing due diligence 4 us
    👍🏼🙏🏼😇📈🇺🇸

  7. @dwiss2556

    February 2, 2026 at 5:34 pm

    Hope is for the church, evidence is for the market

  8. @johnjay7822

    February 2, 2026 at 6:07 pm

    Sounds like a circular question: If you don’t have them, but want more to stock up on, where do you get them?
    If you “stock up”, you’re going to drive up prices….like you’ve already done with RAM.

  9. @Chris-se3nc

    February 2, 2026 at 6:41 pm

    Job cuts because of AI productivity is a joke. Cover up for capex increased spending on infrastructure or plain workforce rebalancing due to a weak economy

  10. @happyt98

    February 2, 2026 at 7:13 pm

    If you cannot automate your entire job within months, you are a moron.

  11. @marcin3136

    February 2, 2026 at 7:17 pm

    As I said- investors will be looking for specifics/confirmation/justification (meaning a strategy, not information about building another barn with servers- that’s not a strategy, it’s “infrastructure protection”- still a strategic action and very important, but it’s not a strategy per se)

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Bloomberg Technology

Google Takes on Apple, Microsoft With AI-Powered Laptops

Google is taking another shot at the premium laptop market with its Googlebooks, priced at $899 and built around Gemini AI and with tighter integration with Android phones. Sameer Samat, president of the Android Ecosystem at Google, explains why the company combined elements of Android and ChromeOS for the new experience and how some of…

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Google is taking another shot at the premium laptop market with its Googlebooks, priced at $899 and built around Gemini AI and with tighter integration with Android phones. Sameer Samat, president of the Android Ecosystem at Google, explains why the company combined elements of Android and ChromeOS for the new experience and how some of the new features are designed to challenge Apple and Microsoft in the AI PC race. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Trump-Xi Summit Puts Global AI Race in Focus

Bloomberg’s Ed Ludlow breaks down what to expect from the Trump-Xi summit later this week, with AI’s role anticipated to be a major part of the agenda for those upcoming talks. Plus, Bloomberg reports Paramount reached a settlement with California and other states suing to block its proposed acquisition of Warner Bros. Discovery. And, as…

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Bloomberg’s Ed Ludlow breaks down what to expect from the Trump-Xi summit later this week, with AI’s role anticipated to be a major part of the agenda for those upcoming talks. Plus, Bloomberg reports Paramount reached a settlement with California and other states suing to block its proposed acquisition of Warner Bros. Discovery. And, as data shows more disruption to US data centers, we get to the political debate with Democratic US Representative Suhas Subramanyam from Virginia.

00:00:00 – Bloomberg Tech Begins
00:02:00 – Mike Shepard, Bloomberg News
00:06:38 – Natalie Gallagher, Board
00:11:56 – Chris Palmeri, Bloomberg News
00:15:43 – Peter Elstrom, Bloomberg News
00:18:43 – Sam Potter, Bloomberg News
00:24:27 – Rep. Suhas Subramanyam, (D)Virginia
00:32:23 – Sarah Frier, Bloomberg News
00:36:38 – Mark Gurman, Bloomberg News
00:38:12 – Sameer Samat, Google
——–
“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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Bloomberg Technology

Congressman Calls for National Data Center Strategy

Democratic Rep. Suhas Subramanyam of Virginia is calling for a national strategy to guide the rapid expansion of AI data centers, arguing the current state-by-state approach can leave communities bearing infrastructure costs. He discusses proposals to improve where data centers are built, measure their energy and water use, and require large electricity users to cover…

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Democratic Rep. Suhas Subramanyam of Virginia is calling for a national strategy to guide the rapid expansion of AI data centers, arguing the current state-by-state approach can leave communities bearing infrastructure costs. He discusses proposals to improve where data centers are built, measure their energy and water use, and require large electricity users to cover the grid upgrades needed to serve them. He joins Ed Ludlow on “Bloomberg Tech.”
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