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Nvidia Opens AI Ecosystem to Rivals, Apple AI Struggles | Bloomberg Technology

Bloomberg’s Ed Ludlow breaks down why the Magnificent Seven are lower on Monday as investor sentiment sours more broadly following Moody’s US credit downgrade. Plus, Nvidia says it will allow customers to use rival chipmakers in an effort to expand its AI ecosystem, and Apple has been spending billions of dollars on AI but insiders…

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Bloomberg’s Ed Ludlow breaks down why the Magnificent Seven are lower on Monday as investor sentiment sours more broadly following Moody’s US credit downgrade. Plus, Nvidia says it will allow customers to use rival chipmakers in an effort to expand its AI ecosystem, and Apple has been spending billions of dollars on AI but insiders say it still can’t get it right.
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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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7 Comments

7 Comments

  1. @J.D248

    May 19, 2025 at 7:28 pm

    Do you guys actually see the market??? Not volatile.

  2. @HieouyaAgnèsDoyo

    May 19, 2025 at 8:32 pm

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    • @ShinodaPbp

      May 19, 2025 at 8:33 pm

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    • @JamesGreen-j7b

      May 19, 2025 at 8:33 pm

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    • @ShinodaPbp

      May 19, 2025 at 8:33 pm

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    • @JamesGreen-j7b

      May 19, 2025 at 8:33 pm

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  3. @someonewhoexist

    May 19, 2025 at 9:00 pm

    Nice maybe Jensen huang might have a partner in me. If he plays his cards right with me and shows respect. I’m open to the idea

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Bloomberg Technology

Google Rolls Out New AI Chips to Challenge Nvidia

Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:   Get…

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Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more.
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Menlo: Agents Now Drive 80% of Enterprise AI Usage

Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of…

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Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of Anthropic and OpenAI in enterprise API spending. He joins Carol Massar on “Bloomberg Tech.”
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Bloomberg Technology

Nvidia Investor: Governance Now Part of the Valuation

Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest…

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Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Tech on YouTube:

 
Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:

 
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