Bloomberg Technology
IREN CEO: Have Great Relationship With Dell and Nvidia
IREN, a vertically integrated AI cloud provider, recently announced a strategic partnership with Nvidia for up to $2.1 billion as part of a broader agreement between the two companies aimed at accelerating the construction of AI infrastructure. IREN CEO Daniel Roberts joins Ed Ludlow on the sidelines of Dell Technologies World in Las Vegas to…
Bloomberg Technology
Oura CMO Says Wearable Health Tracking Moving Beyond Checkups
Oura’s Chief Medical Officer suggests wearable tech could give people a continuous picture of their health, rather than relying on occasional doctor visits. Dr. Ricky Bloomfield says the constant stream of health data provided to users of wearables, like Oura’s smart rings, can improve health outcomes and influence behavior. He says the long-term goal is…
Bloomberg Technology
OpenAI’s $70B Run Rate Meets AI’s Infrastructure Challenge
loomberg’s Ed Ludlow breaks down OpenAI’s latest annualized revenue, expected to reach or exceed $70 billion by the end of the year. Plus, Oracle keeps several data centers on track by relying on truck deliveries of natural gas, and a conversation with Kleiner Perkins partner Ilya Fushman on the mega AI IPO pipeline and the…
Bloomberg Technology
Kleiner Perkins: AI’s Next Trillion-Dollar Companies Go Physical
Kleiner Perkins partner Ilya Fushman says AI is still in the early stages of reshaping the economy, with opportunities extending from frontier models like Anthropic to consumer agents, autonomous vehicles and robotics. He discusses why the firm sees physical AI as a potential source of the next trillion-dollar companies, the rapid growth of leading private…
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Oura CMO Says Wearable Health Tracking Moving Beyond Checkups
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@drbob512
May 18, 2026 at 8:46 pm
Host didn’t ask Dan what the status is for Horizon 5-10 nor Sweetwater 1, bc how close are they to the next big contract?
@davidbenishay
May 19, 2026 at 1:42 pm
Great interview and company!