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Nvidia, OpenAI Make $100 Billion Data Center Deal | Bloomberg Tech 9/23/2025

Bloomberg’s Caroline Hyde unpacks Nvidia’s $100 billion investment in OpenAI for data centers, while a report from Bain raises concerns on the future of the AI industry. Plus Snowflake CEO Sridhar Ramaswamy discusses the company’s new initiative for a unified data standard. And the prospect of a TikTok deal lingers as US President Trump chastises…

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Bloomberg’s Caroline Hyde unpacks Nvidia’s $100 billion investment in OpenAI for data centers, while a report from Bain raises concerns on the future of the AI industry. Plus Snowflake CEO Sridhar Ramaswamy discusses the company’s new initiative for a unified data standard. And the prospect of a TikTok deal lingers as US President Trump chastises China’s Russia relationship during his address to the UN general assembly.

Chapters:
00:00:00 – Intro
00:00:13 – President Trump Speaks at United Nations
00:11:53 – BlackRock’s Jay Jacobs on Nvidia
00:18:09 – Snowflake CEO Sridhar Ramaswamy
00:35:30 – Auterion CEO Lorenz Meier
——–
“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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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

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7 Comments

7 Comments

  1. @vme90-y7l

    September 23, 2025 at 5:11 pm

    Trump is an idiot and a malignant narcissist. Impeach that POS.

  2. @vme90-y7l

    September 23, 2025 at 5:54 pm

    Do we really need a moron like Trump to attract investors to the U.S.? That POS was born on 3rd base and keeps telling everyone he hit a triple.

  3. @vme90-y7l

    September 23, 2025 at 5:58 pm

    TikTok is just another shinny object Trump trys to use unsuccessfully to get his old convicted criminal friend Epstein out of the news.

  4. @jakubjuszczak7525

    September 23, 2025 at 6:08 pm

    Stop spreading propaganda. Renewables arent cheaper. Look at Europe and their energy mix and their energy prices!

  5. @MidsummerNightScream

    September 23, 2025 at 7:34 pm

    michelle is dilusional. who’s gonna build? highschool level christians from red states? where are the allies buying your stuff? They’ve all been pissed off

  6. @genxchas

    September 23, 2025 at 9:05 pm

    Trump is in the Whitehouse & stocks are going north LETS GET IT🇺🇸 !! 💰 💪🏼

  7. @genxchas

    September 23, 2025 at 9:23 pm

    Ai will be like the internet imo underestimated undervalued & misunderstood

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Bloomberg Technology

Microsoft Makes Some Progress on Outlook Outage

Microsoft Corp. is struggling to restore access to its flagship software and end an outage that has paralyzed government offices, traders and businesses globally. Users in more than 70 countries were affected. The company says its making progress toward recovering service. Matt Day reports. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:  …

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Microsoft Corp. is struggling to restore access to its flagship software and end an outage that has paralyzed government offices, traders and businesses globally. Users in more than 70 countries were affected. The company says its making progress toward recovering service. Matt Day reports.
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Bloomberg Technology

Nvidia Fallout, Microsoft Outage and Anthropic’s IPO Push

Bloomberg’s Ed Ludlow breaks down the fallout from Jensen Huang’s resignation from Nvidia as more details are revealed. Plus, Microsoft races to restore services after a global outage impacted government offices, traders and businesses worldwide; and Anthropic takes its IPO pitch to Wall Street as CEO Dario Amodei sits down with JPMorgan’s Jamie Dimon. 00:00:00…

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Bloomberg’s Ed Ludlow breaks down the fallout from Jensen Huang’s resignation from Nvidia as more details are revealed. Plus, Microsoft races to restore services after a global outage impacted government offices, traders and businesses worldwide; and Anthropic takes its IPO pitch to Wall Street as CEO Dario Amodei sits down with JPMorgan’s Jamie Dimon.

00:00:00 – Bloomberg Tech Begins
00:01:29 – Ian King on Nvidia sinks again
00:05:19 – Paisley Nardini, Tema ETFs on Nvidia Earnings in Focus
00:12:12 – Matt Day on Microsoft Outage
00:14:43 – Ryan Gould on SpaceX & Tesla Merger
00:19:19 – Nina Trentman on Nvidia’s Kress goes from behind the scenes to top
00:23:53 – Ryan Vlastelica on Nvidia analysts see uncertainty ahead
00:27:20 – Michael Shepard on Lutnick under fire
00:31:26 – Andrew Feldman, Cerebras CEO on 4Q core revenue forecast beats estimates
00:38:40 – Kunjan Sobhani on Huang departure could impact Nvidia deal pace
00:41:01 – Isabelle Lee on Anthropic IPO Pitch
——–
“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.

Like this video? Subscribe and turn on the notifications for Bloomberg Technology on YouTube:

Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

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Bloomberg Technology

From CFO to Interim CEO: Kress Takes Charge at Nvidia

Longtime Nvidia CFO Colette Kress is stepping into the spotlight as interim CEO, taking the helm after Jensen Huang’s resignation and one of the biggest leadership crises in the company’s history. Bloomberg’s Nina Trentmann looks at Kress’s 13-year tenure at Nvidia, how her role evolved alongside the company’s transformation into an AI powerhouse, and the…

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Longtime Nvidia CFO Colette Kress is stepping into the spotlight as interim CEO, taking the helm after Jensen Huang’s resignation and one of the biggest leadership crises in the company’s history. Bloomberg’s Nina Trentmann looks at Kress’s 13-year tenure at Nvidia, how her role evolved alongside the company’s transformation into an AI powerhouse, and the new challenge of managing operations, investors and Washington as she takes on a far more public-facing role. She joins Ed Ludlow on “Bloomberg Tech.”
——–
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