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 Tech Begins
00:01:17 – Lynn Doan, Bloomberg News
00:04:25 – Seema Shah, Principal Asset Management
00:09:36 – Shirin Ghaffary, Bloomberg News
00:12:11 – Allie Mellen, Forrester Research
00:16:58 – Wayne Ting, Lime CEO
00:23:43 – Mandeep Singh, Bloomberg Intelligence
00:29:08 – Mark Gurman, Bloomberg News
00:32:09 – Matthew Boesler, Bloomberg News
00:35:17 – Neil Keegan, Marlinspike CEO
00:41:37 – Katherine Doherty, Bloomberg News
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“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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@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 🙄