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Nvidia’s AI Boom, Salesforce’s Anthropic Bet | Bloomberg Tech 8/27/2026

Bloomberg’s Ed Ludlow breaks down Nvidia’s prediction of a 70% revenue growth next fiscal year, far exceeding analyst estimates. Plus, Salesforce shares jump after giving an outlook for strong revenue expansion, and deepening its ties with Anthropic. And Hugging Face comes out with its newest robot: a duck that can walk, talk and roller-skate. 00:00:00…

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Bloomberg’s Ed Ludlow breaks down Nvidia’s prediction of a 70% revenue growth next fiscal year, far exceeding analyst estimates. Plus, Salesforce shares jump after giving an outlook for strong revenue expansion, and deepening its ties with Anthropic. And Hugging Face comes out with its newest robot: a duck that can walk, talk and roller-skate.

00:00:00 – Bloomberg Tech Begins
00:01:09 – Ian King, Bloomberg News
00:03:08 – Doug Huber, Wealth Enhancement
00:09:45 – Brody Ford, Bloomberg News
00:11:55 – Mike Shepard, Bloomberg News
00:15:48 – Alexandra Levine, Bloomberg News
00:17:58 – Danielle Citron, University of Virginia Law Professor
00:25:00 – Cody Acree, Benchmark
00:29:52 – Thomas Wolf, Hugging Face
00:38:01 – Rachel Metz, Bloomberg News
00:41:49 – Robert Schiffman, Bloomberg Intelligence
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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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3 Comments

3 Comments

  1. @dm20422

    August 27, 2026 at 3:30 pm

    D-Wave Quantum would make an amazing collaboration with those companies. They could help through the cloud ☁️🌠📈

  2. @plpk

    August 27, 2026 at 4:01 pm

    so hugging face wants to record your little kids in their bedroom? Sounds very much like what a company called Hugging Face would do

  3. @alfredodesiderio6822

    August 27, 2026 at 5:37 pm

    You’re not uploading the episodes on Spotify anymore?

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SpaceX May Buy Data From Failed Startups for AI Models

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Elon Musk’s SpaceX has held internal discussions about buying customer and operational information from troubled or defunct startups, according to people familiar with the matter. That data could help improve its artificial intelligence models. Ed Ludlow reports.
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Bloomberg Technology

AI Wealth Boom Leaves Out Silicon Valley’s Jobless Tech Workers

As the global AI debate heats up, another major AI-related discussion is roiling the US tech capital: Who is reaping the financial benefits of the AI boom, and who is missing out? As the coming IPOs of Anthropic and OpenAI are set to bring wealth to San Francisco, a recent gathering of laid-off workers highlight…

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As the global AI debate heats up, another major AI-related discussion is roiling the US tech capital: Who is reaping the financial benefits of the AI boom, and who is missing out? As the coming IPOs of Anthropic and OpenAI are set to bring wealth to San Francisco, a recent gathering of laid-off workers highlight the flip side of the AI boom. Bloomberg’s California reporter Francesca Maglione joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Case for AI Guardrails Without a Slowdown

AI is helping companies build faster, but as competition at the frontier intensifies, should there be limits on how much risk companies can take to stay ahead? Karen McCormick, chief investment officer at Beringea, argues the answer isn’t slowing innovation, but establishing common guardrails around testing, cybersecurity, and incident reporting. She joins Ed Ludlow on…

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AI is helping companies build faster, but as competition at the frontier intensifies, should there be limits on how much risk companies can take to stay ahead? Karen McCormick, chief investment officer at Beringea, argues the answer isn’t slowing innovation, but establishing common guardrails around testing, cybersecurity, and incident reporting. She joins Ed Ludlow on “Bloomberg Tech.”
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