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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
——–
“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

Gopuff Chose xAI For Cost and Quality, Says Co-CEO

As SpaceXAI heads toward its IPO, investors are betting on more than rockets and chatbots: the company says enterprise AI represents a $26 trillion opportunity. But can Grok actually win corporate customers? One of the few companies putting it to work is Gopuff, which built its new AI shopping assistant on xAI’s models. Gopuff co-CEO…

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As SpaceXAI heads toward its IPO, investors are betting on more than rockets and chatbots: the company says enterprise AI represents a $26 trillion opportunity. But can Grok actually win corporate customers? One of the few companies putting it to work is Gopuff, which built its new AI shopping assistant on xAI’s models. Gopuff co-CEO Rafael Ilishayev joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

SpaceX Investors Bet It Can Turn Sci-Fi Into Reality

Much of SpaceX’s growth forecast hinges on ideas that seem straight out of science fiction, but backers of Elon Musk say he’s pulled off the unbelievable before. Brett Winton, chief futurist at ARK Invest, one of the most prominent institutional supporters of Musk’s firms, joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like…

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Much of SpaceX’s growth forecast hinges on ideas that seem straight out of science fiction, but backers of Elon Musk say he’s pulled off the unbelievable before. Brett Winton, chief futurist at ARK Invest, one of the most prominent institutional supporters of Musk’s firms, joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

SpaceX IPO Draws More Than $70B in Retail Orders | Bloomberg Tech 6/11/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss SpaceX gearing up to finalize its IPO pricing today. This as its offering attracts more than $70 billion in orders from retail investors. Plus, Oracle is under pressure after the company reported higher quarterly capital expenses than expected, raising investor concerns about the profitability of the AI infrastructure…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss SpaceX gearing up to finalize its IPO pricing today. This as its offering attracts more than $70 billion in orders from retail investors. Plus, Oracle is under pressure after the company reported higher quarterly capital expenses than expected, raising investor concerns about the profitability of the AI infrastructure business. And, a conversation with 776 Founder and Reddit co-founder Alexis Ohanian from SuperReturn in Berlin.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:51 – Loren Grush & Bailey Lipschultz, Bloomberg News
00:07:19 – Brett Winton, ARK Invest
00:15:54 – Brody Ford, Bloomberg News
00:17:39 – Alexis Ohanian, Reddit Co-Founder
00:28:29 – Enda Curran, Bloomberg News
00:31:30 – Kristina Hooper, Man Group
00:37:03 – Rafael Ilishayev, GoPuff Co-CEO
00:44:21 – Brian White, Piper Sandler
——–
“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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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

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