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
Don’t Give Up on AI Chips Yet, Says JoAnne Feeney
The recent selloff in AI stocks has sparked fresh debate over whether more efficient models will reduce demand for chips and data centers. Advisers Capital Management’s JoAnne Feeney explains why she still sees long-term opportunities in AI infrastructure and why she’s more cautious on memory stocks like Micron. She joins Ed Ludlow on “Bloomberg Tech.”…
Bloomberg Technology
Moonshot’s Kimi K3 Reshapes the AI Conversation, Says Bessemer Partner
Moonshot’s Kimi K3 has reignited the debate over the future of AI and whether China’s open-weight models are closing the gap with OpenAI and Anthropic. Bessemer Venture Partners’ Sameer Dholakia joins Bloomberg to discuss why competition is good for AI, where the frontier model makers still have an edge, and why he believes we’re only…
Bloomberg Technology
Nvidia Rolls Out New Chips, WBD Deal In Limbo | Bloomberg Tech 7/21/2026
Bloomberg’s Ed Ludlow breaks down Nvidia’s latest AI chip rollout, as the company says its next-generation processors are now shipping to customers and entering full production. Plus, a judge hits pause on Paramount’s merger with Warner Bros. Discovery, throwing the blockbuster media deal into limbo. And, Sameer Dholakia of Bessemer Venture Partners joins to discuss…
No more panicking when someone says, “Tell me about yourself”
Don’t Give Up on AI Chips Yet, Says JoAnne Feeney
Moonshot’s Kimi K3 Reshapes the AI Conversation, Says Bessemer Partner
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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?