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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

Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO | Bloomberg Tech 9/01/2026

Bloomberg’s Ed Ludlow breaks down Anthropic’s $35 billion computing deal with Nvidia-backed cloud provider Lambda as the AI startup looks to expand its AI capacity. Plus, Elon Musk predicts AI will increase the global economy by up to 30%. And, John Ternus officially takes over as Apple CEO as the company gets ready for a…

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Bloomberg’s Ed Ludlow breaks down Anthropic’s $35 billion computing deal with Nvidia-backed cloud provider Lambda as the AI startup looks to expand its AI capacity. Plus, Elon Musk predicts AI will increase the global economy by up to 30%. And, John Ternus officially takes over as Apple CEO as the company gets ready for a new product unveil next week.

00:00:00 – Bloomberg Tech Begins
00:01:12 – Sarah Frier, Bloomberg News
00:04:48 – Stephanie Aliaga, JP Morgan Asset Management
00:12:57 – Michael Shepard, Bloomberg News
00:16:15 – Winnie Hsu, Bloomberg News
00:19:32 – Spencer Soper, Bloomberg News
00:23:35 – Ryan Vlastelica, Bloomberg News
00:26:13 – Mark Gurman, Bloomberg News
00:31:39 – Peter Millard, Bloomberg New
00:33:46 – Jason Oxman, Information Technology Industry Council
00:42:00 – Samantha Kelly, Bloomberg News
——–
“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

Apple’s 2,300% Rally Under Tim Cook

Tim Cook hands the reins of Apple to John Ternus after a 15-year run that transformed the company into a $4.6 trillion giant and delivered a nearly 2,300% stock gain. Bloomberg’s Ryan Vlastelica looks at Cook’s market legacy and why Apple shares are increasingly moving against the broader AI trade. He joins Ed Ludlow on…

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Tim Cook hands the reins of Apple to John Ternus after a 15-year run that transformed the company into a $4.6 trillion giant and delivered a nearly 2,300% stock gain. Bloomberg’s Ryan Vlastelica looks at Cook’s market legacy and why Apple shares are increasingly moving against the broader AI trade. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Dyson Unveils AI-Powered Toothbrush With Built-In Camera

Dyson introduced a $499 toothbrush that uses AI and a built-in camera to give real-time feedback. The toothbrush, called CameraJet, is the first with an integrated camera to narrow in on the gaps in the teeth and direct a precision jet at them. Bloomberg’s Sam Kelly joins Ed Ludlow on “Bloomberg Tech.” ——– Like this…

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Dyson introduced a $499 toothbrush that uses AI and a built-in camera to give real-time feedback. The toothbrush, called CameraJet, is the first with an integrated camera to narrow in on the gaps in the teeth and direct a precision jet at them. Bloomberg’s Sam Kelly joins Ed Ludlow on “Bloomberg Tech.”
——–
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