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
Intel Tumbles on PC Outlook, AWS CEO on AI Spending and Growth
Bloomberg’s Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker’s struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS CEO Matt Garman discusses the cloud giant’s accelerating growth and massive AI buildout. And, Bitcoin tumbles after hackers siphoned off $6.3 billion from Binance in…
Bloomberg Technology
Why Anthropic’s AI Edge Appeals to Long-Term Investors
Anthropic’s technical expertise, innovation and efficient use of compute set it apart in the AI landscape, says Peter Singlehurst, head of the Private Companies Team at Baillie Gifford. Singlehurst discusses why Anthropic’s governance structures – giving its seven founders voting control – are good for long-term investors. He joins Ed Ludlow on “Bloomberg Tech.” ——–…
Bloomberg Technology
Roblox Sees AI Content Surge as Daily Active Users Fall
Roblox CEO David Baszucki says the platform has seen an explosion of AI-fueled content in the last three months. But the online gaming company is seeing some growing pains after rolling out tougher child-safety measures, with daily active users falling 9% last quarter, while bookings dropped 12%. Baszucki joins Ed Ludlow on “Bloomberg Tech.” ——–…
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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 🙄