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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…

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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 from Nvidia earlier this month.
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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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5 Comments

5 Comments

  1. @royed31

    December 11, 2025 at 5:38 pm

    Bombastic Ed needs to keep quiet

  2. @gyunamkim8244

    December 11, 2025 at 5:54 pm

    Only xxxxBERG still stick with AI bubble . Means they hope to see burst.

  3. @AMG88168

    December 11, 2025 at 6:21 pm

    Why invest in Oracle when there’s a lot of profitable companies in AI space… ???

  4. @AdnanaliMagan2025

    December 11, 2025 at 6:43 pm

    Well actually but you should try to record it for you to be a good so be careful with you and your future that is good

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    December 11, 2025 at 6:51 pm

    Well actually but you can open the shopping centre and supper market to be a good so you can open the hotel and restaurant inoder to drink a coffee and vegetables and chicken and eggs and some thing else which I can’t conclude in this short time that is good so you can open the stores inoder to pay the suger and floor and oils for it to you and your future that is good so you should buy the clothes to be a good so you can buy the iPhone for it to you and your future that is good so you can buy the lordcars for you to be a good so you can buy the car in your future that is good so you can buy the jewellery in your future that is good so you can buy the sports stuff for you to be a good so you can buy the stake on it for you to be a good so you can sell the house in your future that is good so you can buy the fishing in your own place and get a good so you can follow your culture and have a good so you can go to the patrol and your future that is good so you can go to the inside including immigration nominate you to confirm that you have a good so release all of you inoder to get a good so iwill keep the investors money in the USA inoder to win that is good so ihope you a good so remember good morning dear friends and baby good luck baby bye love you too much and have a good 😢😢😢😢😢😢😢😢😢

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Bloomberg Technology

Z.AI Founds Worked with Accused Chinese Spy Group

Four founders from one of China’s up-and-coming AI companies, Z.AI, worked on a study that was funded by a group accused of having ties to Chinese spies.  Bloomberg’s Kate O’Keeffe explains the tech and national security concerns with Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch…

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Four founders from one of China’s up-and-coming AI companies, Z.AI, worked on a study that was funded by a group accused of having ties to Chinese spies.  Bloomberg’s Kate O’Keeffe explains the tech and national security concerns with Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

ASI’s Buckendorf on Winning FAA, Military Deals

ASI founder and CEO Phillip Buckendorf explains how the company’s AI helps customers like the FAA and military orchestrate complex systems and how it beat out rivals including Palantir to win government contracts. Buckendorf discusses how the company plans to use the $325 million it just raised at a $3 billion valuation, with Ed Ludlow…

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ASI founder and CEO Phillip Buckendorf explains how the company’s AI helps customers like the FAA and military orchestrate complex systems and how it beat out rivals including Palantir to win government contracts. Buckendorf discusses how the company plans to use the $325 million it just raised at a $3 billion valuation, with Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

AI Fears Roar Back After Elice IPO Flop

Bloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as $45 billion, and Eric Schmidt’s early Anthropic bet could…

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Bloomberg’s Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as $45 billion, and Eric Schmidt’s early Anthropic bet could pay off big, with a stake worth as much as $20 billion if Anthropic hits a $2 trillion IPO valuation.

00:00:00 – Bloomberg Tech Begins
00:01:21 – Peter Elstrom, Bloomberg News
00:03:59 – Bailey Lipschultz, Bloomberg News
00:07:35 – Stephanie Aliaga, JPMorgan Asset Management
00:15:04 – Natasha Mascarenhas, Bloomberg News
00:17:13 – Mandeep Singh & George Ferguson, Bloomberg Intelligence
00:22:59 – Isabelle Lee, Bloomberg News
00:25:32 – Kate O’Keeffe, Bloomberg News
00:29:42 – Phillip Buckendorf, ASI, Founder & CEO
00:38:06 – Felix Gillette, Bloomberg News
00:40:41 – Loren Grush, Bloomberg News
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