Bloomberg Technology
Oracle Slides by Most Since January on Mounting AI Spending | Bloomberg Tech 12/11/2025
Oracle falls after reporting a jump in spending on AI data centers and other equipment. Plus, Disney agrees to invest $1 billion in OpenAI and license characters for use on the Sora generative video platform, and the CEO of chip-design software maker Synopsys joins to break down the company’s earnings following a significant equity investment…
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…
Bloomberg Technology
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…
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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Google Rolls Out New AI Chips to Challenge Nvidia
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@royed31
December 11, 2025 at 5:38 pm
Bombastic Ed needs to keep quiet
@gyunamkim8244
December 11, 2025 at 5:54 pm
Only xxxxBERG still stick with AI bubble . Means they hope to see burst.
@AMG88168
December 11, 2025 at 6:21 pm
Why invest in Oracle when there’s a lot of profitable companies in AI space… ???
@AdnanaliMagan2025
December 11, 2025 at 6:43 pm
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@AdnanaliMagan2025
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