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…
Bloomberg Technology
Z.AI Founds Worked with Accused Chinese Spy Group
Four founders from one of China’s up-and-coming AI companies, Z.AI, worked on a study that was funded by a group accused of having ties to Chinese spies. Bloomberg’s Kate O’Keeffe explains the tech and national security concerns with Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch…
Bloomberg Technology
ASI’s Buckendorf on Winning FAA, Military Deals
ASI founder and CEO Phillip Buckendorf explains how the company’s AI helps customers like the FAA and military orchestrate complex systems and how it beat out rivals including Palantir to win government contracts. Buckendorf discusses how the company plans to use the $325 million it just raised at a $3 billion valuation, with Ed Ludlow…
Bloomberg Technology
AI Fears Roar Back After Elice IPO Flop
Bloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as $45 billion, and Eric Schmidt’s early Anthropic bet could…
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Skipping The Gym To Exercise My Rights 💅
Z.AI Founds Worked with Accused Chinese Spy Group
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@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.
@TS73827
July 30, 2026 at 3:56 pm
Clueless person (her Brit accent gets her a seat on a useless show)
@MrktPulseAlpha
July 30, 2026 at 4:04 pm
Looks like cloud providers has a nice edge in this market
@Tiporae
July 30, 2026 at 7:15 pm
700
@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.
@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 😂
@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.