Bloomberg Technology
Physical AI Could Be a Trillion Dollar Market by 2035
A new report from Barclays projects that in the next decade physical AI could grow to be a trillion-dollar market, with autonomous vehicles leading the way. Barclays Thematic FICC Research Team Director Zornitsa Todorova joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full…
Bloomberg Technology
Intel Tumbles on PC Outlook, AWS CEO on AI Spending and Growth
Bloomberg’s Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker’s struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS CEO Matt Garman discusses the cloud giant’s accelerating growth and massive AI buildout. And, Bitcoin tumbles after hackers siphoned off $6.3 billion from Binance in…
Bloomberg Technology
Why Anthropic’s AI Edge Appeals to Long-Term Investors
Anthropic’s technical expertise, innovation and efficient use of compute set it apart in the AI landscape, says Peter Singlehurst, head of the Private Companies Team at Baillie Gifford. Singlehurst discusses why Anthropic’s governance structures – giving its seven founders voting control – are good for long-term investors. He joins Ed Ludlow on “Bloomberg Tech.” ——–…
Bloomberg Technology
Roblox Sees AI Content Surge as Daily Active Users Fall
Roblox CEO David Baszucki says the platform has seen an explosion of AI-fueled content in the last three months. But the online gaming company is seeing some growing pains after rolling out tougher child-safety measures, with daily active users falling 9% last quarter, while bookings dropped 12%. Baszucki joins Ed Ludlow on “Bloomberg Tech.” ——–…
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@kup4ever
February 17, 2026 at 1:11 pm
COULD BE, won’t.
@Intinnent
February 17, 2026 at 3:16 pm
It will be the Industrial Revolution on steroids.
@bobmindyou
February 17, 2026 at 2:43 pm
could be by 2035? what about all the capex being spent now..wait until 2035 for that return based on speculation? investors should just bury their money right?
@VPopkins
February 17, 2026 at 3:27 pm
Metaverse was to be a trillion dollar market by 2030
@ham9187
February 17, 2026 at 3:37 pm
2035? lol! And that’s an upgrade from 100B?
These people need to keep up with actual trends. These estimates are comically low and too far into the future.
@Jnr-x97
February 17, 2026 at 5:16 pm
Main thing I’ve learned from all the comments about AI is that boomers are heavily invested in the stock market and denial is their main weapon.
@thomasrogers9146
February 17, 2026 at 5:45 pm
ITS ALL GOING TO BE ABOUT AI INDUSTRIAL APPLICATION NOT WHO HAS THE MOST ADVANCED AND EXPENSIVE CHIPS. AND CHINA IS LEADING IN AI INDUSTRIAL APPLICATION.
@6rantwon9
February 17, 2026 at 6:31 pm
0:54 Are there nonAutonomous vehicles that contribute to physical-AI grwoth?