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Bloomberg Technology

Microsoft’s AI Story Is Still Being Discovered, Says Goldman

Gabriela Borges, Goldman Sachs managing director and senior software equity research analyst, joins Bloomberg after raising her price target on Microsoft, saying the software giant is showing stronger signs that its AI investments are translating into revenue. She discusses Azure growth, improving adoption of Copilot, Microsoft’s AI strategy, and why she believes investors are only…

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Gabriela Borges, Goldman Sachs managing director and senior software equity research analyst, joins Bloomberg after raising her price target on Microsoft, saying the software giant is showing stronger signs that its AI investments are translating into revenue. She discusses Azure growth, improving adoption of Copilot, Microsoft’s AI strategy, and why she believes investors are only beginning to appreciate the company’s progress. She joins Ed Ludlow on “Bloomberg Tech.”
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8 Comments

8 Comments

  1. @amit4006

    July 30, 2026 at 1:58 pm

    1 st comment

    • @thelemetric

      July 30, 2026 at 3:38 pm

      a 10 year old brainrot kid commenting on bloomberg is crazy work.

  2. @TS73827

    July 30, 2026 at 3:56 pm

    Clueless person (her Brit accent gets her a seat on a useless show)

  3. @MrktPulseAlpha

    July 30, 2026 at 4:04 pm

    Looks like cloud providers has a nice edge in this market

  4. @Tiporae

    July 30, 2026 at 7:15 pm

    700

  5. @ausmiku

    July 30, 2026 at 7:32 pm

    It’s the same mindless AI spin every day. Do your research. AI can’t “do” maths, it doesn’t store “knowledge”, it can’t verify its own results, it has no logic or deduction capability, it’s not trusted in law or medicine, it often mixes up “he” and “she”, it’s only right 50% of the time, and it can hallucinate. It’s the biggest scam in history. If AI is so good why aren’t the AI “experts” on their super yachts ? LOL. The AI company fraudsters and their clueless fanboys and influencers will disappear.

  6. @MichaelandJello

    July 30, 2026 at 8:14 pm

    All the experts suddenly come out of the woodwork after a good sets of results…. Which is useless for investors. Pls schedule them before results are announced 😂

  7. @ertreri

    July 30, 2026 at 8:51 pm

    Microsoft is currently dominating the AI landscape through sheer pragmatism. Rather than betting everything on a single proprietary architecture, they are fully embracing the reality of commoditized assets—happily hosting top-tier American and Chinese models alike based purely on performance and pricing. At the same time, they continue to invest in training their own frontier models to maintain essential technical depth and “skin in the game,” even though their broader business model does not require their proprietary models to be the absolute best.
    This pragmatic shift is equally evident in their developer tooling. Originally, the Copilot coding agent struggled with performance limitations. Because Microsoft bundled the tool into low-cost enterprise subscriptions, they faced the risk of unsustainable server-side costs from heavy, daily usage, forcing them to heavily throttle and restrict the Copilot CLI.
    A turning point arrived on June 1st, when Microsoft restructured the Copilot coding agent around a transparent token-consumption model and lifted the artificial constraints on the CLI. Free from the financial bottlenecks of flat-rate subscriptions, the Copilot CLI has evolved into a genuinely exceptional development environment.

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Bloomberg Technology

Flow Engineering Raises $50M to Bring AI to Hardware

As AI is moving beyond software and deeper into the physical world, Flow Engineering just raised $50 million at a $750 million valuation to help companies use AI agents to design and build hardware. Flow Engineering founder and CEO Pari Singh and Roelof Botha, Flow investor and board member – formerly at Sequoia Capital –…

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As AI is moving beyond software and deeper into the physical world, Flow Engineering just raised $50 million at a $750 million valuation to help companies use AI agents to design and build hardware. Flow Engineering founder and CEO Pari Singh and Roelof Botha, Flow investor and board member – formerly at Sequoia Capital – join Ed Ludlow to discuss how faster hardware development could support a broader revival of US manufacturing. They speak on “Bloomberg Tech.”
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Bloomberg Technology

OpenAI’s $30B Bet, Trump’s AI Safety Shift and Apple’s Next Act

Bloomberg’s Ed Ludlow breaks down OpenAI’s plan to raise at least $30 billion from investors in a new round of funding after pushing back its plans for an IPO. Plus, President Trump supports using outside auditors to assess the safety of AI systems after meeting with Silicon Valley leaders; and Apple keeps pushing the envelope…

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Bloomberg’s Ed Ludlow breaks down OpenAI’s plan to raise at least $30 billion from investors in a new round of funding after pushing back its plans for an IPO. Plus, President Trump supports using outside auditors to assess the safety of AI systems after meeting with Silicon Valley leaders; and Apple keeps pushing the envelope under new CEO John Ternus with plans to make its foray into the smart-home market.

00:00:00 – Bloomberg Tech Begins
00:01:06 – Seth Fiegerman, Bloomberg News
00:04:59 – Michael Shepard, Bloomberg News
00:08:57 – Michael Intrator, CoreWeave CEO
00:17:33 – Dino Mavrookas, Saronic CEO
00:26:21 – Beth Kindig, I/O Fund
00:29:03 – Pari Singh, Flow Engineering & Roelof Botha, Flow Investor
00:40:20 – Dana Woolman, 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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Bloomberg Technology

Saronic CEO: ‘Speed Is Everything’ in Shipbuilding

Saronic is breaking ground on what it says will be the largest and most advanced shipyard in America. Saronic co-founder and CEO Dino Mavrookas joins Ed Ludlow to discuss how its Port Alpha in Brownsville, Texas, is at the center of the defense tech company’s push to rapidly scale production of autonomous ships. He speaks…

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Saronic is breaking ground on what it says will be the largest and most advanced shipyard in America. Saronic co-founder and CEO Dino Mavrookas joins Ed Ludlow to discuss how its Port Alpha in Brownsville, Texas, is at the center of the defense tech company’s push to rapidly scale production of autonomous ships. He speaks on “Bloomberg Tech.”
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