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Meta Expands AI Compute Deal, Nvidia GTC Kicks Off | Bloomberg Tech 3/16/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise in Meta’s shares following reports that the social media giant is planning big layoffs and news that it has expanded a compute deal with neocloud Nebius. Plus, OpenAI is in advanced talks to form a joint venture with private equity firms to boost enterprise adoption of…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise in Meta’s shares following reports that the social media giant is planning big layoffs and news that it has expanded a compute deal with neocloud Nebius. Plus, OpenAI is in advanced talks to form a joint venture with private equity firms to boost enterprise adoption of its AI software. And, Nvidia kicks off its developers’ conference, GTC, with all eyes on the global outlook for AI.

Chapters:
00:00:00 – Intro
00:08:40 – Nvidia Aims to Impress Investors at GTC
00:23:42 – Market Braces for Mega IPOs to Come
00:31:10 – Forrester Analyst Allie Mellen
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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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6 Comments

6 Comments

  1. @vme90-y7l

    March 16, 2026 at 2:16 pm

    I wonder if all the Meta employees are gonna be fired we remember all the bullshit about this is the Meta family you’re one of our family members

  2. @foodbythewordmedia

    March 16, 2026 at 3:15 pm

    I think it is possibly safe to say that the Meta level companies and alike companies will be come increasingly less dependent on employing labor year over year going forward! And will only use contractors as needed. I feel this is the framework.

  3. @royed31

    March 16, 2026 at 5:53 pm

    Ed makes it all about him

  4. @BalesSienicki

    March 16, 2026 at 10:20 pm

    Big week for AI infrastructure. When companies like Meta Platforms expand compute deals while Nvidia kicks off Nvidia GTC, it really highlights how the AI race is increasingly about who can secure the most compute. Models get the headlines, but GPUs, data centers, and power capacity are becoming the real strategic assets.

    It’ll be interesting to see how this scales over the next few years as more companies compete for the same infrastructure. The demand for AI compute doesn’t look like it’s slowing down anytime soon. 🚀

  5. @aqyldy-areket

    March 17, 2026 at 2:18 am

    Artificial intelligence research should be conducted around the following three key ideas:
    1.The structure of information
    2.Quantum processes
    3. Social factors

  6. @Lockhart4X

    March 17, 2026 at 8:21 pm

    So basically OpenAI is trying to get companies to replace people with ChatGTP capabilities

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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…

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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 to help spot changes earlier and connect people with care sooner. Bloomfield spoke to Tom Mackenzie on the latest episode of “Bloomberg Tech: Europe.”
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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…

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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 future of physical AI.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Rebecca Torrence on OpenAI seeing $70B Revenue Run Rate by Year-End
00:05:02 – Michelle Weaver, Morgan Stanley US Thematic Research Strategist
00:11:12 – Wall Street Week: AI Spending Tests Debt Markets
00:14:16 – Bloomberg’s Brody Ford Discusses Oracle Trucking Gas to Keep Data Centers on Track
00:16:52 – Hiba Anver, Erickson Immigration Group Partner
00:23:14 – Ilya Fushman, Kleiner Perkins Partner
00:39:02 – Talking Tech with Yahaira Anand
00:41:08 – Bloomberg’s Nina Trentmann Reports on AI Spending Worrying CFO’s
——–
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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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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 AI businesses, and why he’s increasingly optimistic about both the IPO and M&A markets. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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