Bloomberg Technology
OpenAI’s $70B Run Rate Meets AI’s Infrastructure Challenge
loomberg’s Ed Ludlow breaks down OpenAI’s latest annualized revenue, expected to reach or exceed $70 billion by the end of the year. Plus, Oracle keeps several data centers on track by relying on truck deliveries of natural gas, and a conversation with Kleiner Perkins partner Ilya Fushman on the mega AI IPO pipeline and the…
Bloomberg Technology
Google Sales Miss Reignites AI Fears, Microsoft Eyes $25B Debt Offering
Bloomberg’s Ed Ludlow breaks down Alphabet’s weak search and ad sales which raised new fears that AI is eating into Google’s core business and caused a record market cap wipeout. Plus, Bloomberg reports Microsoft is looking to tap the bond market for the first time since 2017, seeking at least $25 billion to support spending…
Bloomberg Technology
Driverless Trucks Can Double Profits, Says Aurora CEO
Driverless trucking company Aurora is ramping up production and switching to a ‘driver-as-a-service model’ as it looks to reach profitability and meet demand. Aurora co-founder and CEO Chris Urmson discusses how the company is scaling and what he sees as a friendly regulatory environment amid a national truck-driving shortage. Urmson joins Ed Ludlow on “Bloomberg…
Bloomberg Technology
Microsoft Turns to Bond Market as AI Spending Grows
Microsoft is looking to raise at least $25 billion from its first US investment-grade bond offering in nearly a decade, according to people familiar with the matter. Bloomberg Intelligence’s Robert Schiffman discusses how this reinforces his view that AI spending will keep growing. He joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe…
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Google Sales Miss Reignites AI Fears, Microsoft Eyes $25B Debt Offering
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@matt.stevick
October 9, 2026 at 2:56 pm
oh would u look at that headline.
haters devastated.
@Chris-se3nc
October 9, 2026 at 3:37 pm
Tell me this. If a company is growing revenue, but when you investigate, the revenue to expenses is always less. Are you really growing anything of value? In the CPU age – yes because of amazing margins. In the AI GPU stage. Nope
@helen9183
October 9, 2026 at 3:59 pm
Lies about immigration visa
@helen9183
October 9, 2026 at 4:04 pm
I personally saw lots of foreign slave labor in the labs in many famous universities and at many silicon valley tech companies. Most of these foreign researchers and tech workers later became democrat party supporters.
@samztang953
October 9, 2026 at 5:42 pm
How many people living on this planet?
@vme90-y7l
October 10, 2026 at 6:27 pm
Microsoft can make a bigger payoff to Trump and his stooges.
@CptJcup
October 10, 2026 at 6:31 pm
What worries me is how all these companies, some brand spanking new, are borrowing billions of dollars as if they are sitting on a sure fire thing. But they’re not. Out of the dozens upon dozens of AI companies trying to get their foot in the door, maybe 10% will be around ten years from now. And AI is not like other business models. You can’t simply buy out your competitors and roll their business into your’s. Because if they have an under performing model, you’re not going to want to incorporate their programming into your’s. Sure, you can buy their infrastructure. But most of the loaned money will inevitably go to programming and training. And if the model ultimately fails, all that money is wasted. So what happens when all these companies begin failing and the final 3-4 take over everything? That’s going to be a whole lot of defaulting on debt. And filing of bankruptcy. It’s a mad scramble to the top, and most companies won’t make it. And when they fail, the billions they have invested into training will simply vanish right along with the model. It’s literally a bubble that will violently burst in due time. But what do I know. I’m no financier nor programmer.
@buck-johnson
October 11, 2026 at 12:18 pm
Waymo is all Chinese cars. To hell with them.
@venuetop
October 11, 2026 at 4:27 pm
They can transport lng aand have a small liquefaction factory on site.