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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

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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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

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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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