Bloomberg Technology
Meta to Build Cloud Business to Sell Excess AI Compute | Bloomberg Tech 7/01/2026
Bloomberg’s Ed Ludlow breaks down Meta’s plans to develop its own cloud infrastructure business aimed at selling access to AI computing power and models. Plus, the Trump administration lifts foreign access restrictions on Anthropic’s Fable 5 AI model. And, Lime CEO Wayne Ting joins as the company gets ready to debut on the Nasdaq. 00:00:00…
Bloomberg Technology
Crusoe CEO: Data Center Indusry Has a ‘Marketing Issue’
Crusoe CEO Chase Lochmiller discusses the AI infrastructure company’s nearly $4 billion in fresh funding sending its valuation to almost $31 billion. He also discusses how it will fuel the company’s push to build AI infrastructure spanning data centers, cloud computing and managed AI services. He says Crusoe could eventually enter the public markets and…
Bloomberg Technology
Former FTC Technologist Warns Against an AI ‘Cartel’
As frontier AI labs seek greater coordination on safety, Neil Chilson, Head of AI Policy at the Abundance Institute and former FTC Chief Technologist, warns that government-backed antitrust exemptions could create a durable “cartel” that ultimately harms competition. He argues companies can collaborate on safety standards without suspending antitrust rules, and that existing consumer-protection and…
Bloomberg Technology
Anthropic Investor Franklin: AI Safety Concerns Won’t Slow Spending
Calls to “pace” development at the AI frontier are unlikely to translate into a slowdown in infrastructure spending, according to Sara Araghi, Franklin Templeton Portfolio Manager and Franklin Venture Partner. She argues that even if labs temper some model training, growing inference demand will continue to require enormous amounts of compute. Araghi also discusses why…
Play is what happens when you stop trying to optimize everything #TEDTalks
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@davidsaint8866
July 1, 2026 at 1:26 pm
An hour early today?
@tringuyen7519
July 1, 2026 at 4:15 pm
META must build its own Cloud with its own AI data centers. Its current method of renting compute from GOOG, AMZN, MSFT, & ORCL won’t work much longer.
@kjhaha11
July 1, 2026 at 4:24 pm
is Meta like xAI… nobody really want to use their AI, so they just sell the computation power to somebody else
@QXT-di8wv
July 3, 2026 at 9:51 am
No. Meta’s AI play is about optimizing ad revenue, which is making it the number one ad seller in the world, ahead of Google. Everything else is just finding ways to add to the bottom line. Renting out GPUs will be a significant boost to revenue.
@kjhaha11
July 3, 2026 at 11:51 pm
@QXT-di8wv The cheap AI plan is Meta One Plus: $7.99/month, basically “$8/month.” Maybe they see how much people will pay to use their AI
@ssuwandi3240
July 5, 2026 at 6:57 pm
This is brilliant Neocloud Pivot😊
Thanks for rolling out Pro Workers Partnership💪💪 💯
@michaelmorley5385
July 1, 2026 at 6:18 pm
Ed is the best, but he’s going to need a better sidekick with Caroline gone. So far their bench looks real weak
@MrValz0
July 2, 2026 at 12:53 pm
After 18 months of being told ‘we don’t have enough compute’ for ‘AI’, suddenly xAI and Meta don’t know what to do with it.
Guess we don’t need those orbital data centres anymore? I’m sure the market will figure that out.
Oh wait SpaceX hasn’t moved on the news. Market so smart.
@keegankirk8848
July 4, 2026 at 4:01 pm
You sound very dumb yourself 🫵😂
@OliShreck
July 3, 2026 at 12:15 am
Love this!
@EACHESNyangoma
July 3, 2026 at 4:14 pm
Subscribed!
@keegankirk8848
July 4, 2026 at 3:55 pm
This reporting should be illegal 😤
@keegankirk8848
July 4, 2026 at 4:00 pm
Anyone that thinks compute constraints have changed in the last 2 months is an absolute moron!
Nothing has changed along side your standard market manipulation and anonymous voices that have leaked “supposedly new” company information for meta!?… this shit isn’t news 🙄