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
Don’t Give Up on AI Chips Yet, Says JoAnne Feeney
The recent selloff in AI stocks has sparked fresh debate over whether more efficient models will reduce demand for chips and data centers. Advisers Capital Management’s JoAnne Feeney explains why she still sees long-term opportunities in AI infrastructure and why she’s more cautious on memory stocks like Micron. She joins Ed Ludlow on “Bloomberg Tech.”…
Bloomberg Technology
Moonshot’s Kimi K3 Reshapes the AI Conversation, Says Bessemer Partner
Moonshot’s Kimi K3 has reignited the debate over the future of AI and whether China’s open-weight models are closing the gap with OpenAI and Anthropic. Bessemer Venture Partners’ Sameer Dholakia joins Bloomberg to discuss why competition is good for AI, where the frontier model makers still have an edge, and why he believes we’re only…
Bloomberg Technology
Nvidia Rolls Out New Chips, WBD Deal In Limbo | Bloomberg Tech 7/21/2026
Bloomberg’s Ed Ludlow breaks down Nvidia’s latest AI chip rollout, as the company says its next-generation processors are now shipping to customers and entering full production. Plus, a judge hits pause on Paramount’s merger with Warner Bros. Discovery, throwing the blockbuster media deal into limbo. And, Sameer Dholakia of Bessemer Venture Partners joins to discuss…
No more panicking when someone says, “Tell me about yourself”
Don’t Give Up on AI Chips Yet, Says JoAnne Feeney
Moonshot’s Kimi K3 Reshapes the AI Conversation, Says Bessemer Partner
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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 🙄