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
Crusoe CEO: Data Center Indusry Has a ‘Marketing Issue’
Crusoe CEO Chase Lochmiller discusses the AI infrastructure company’s nearly $4 billion in fresh funding sending its valuation to almost $31 billion. He also discusses how it will fuel the company’s push to build AI infrastructure spanning data centers, cloud computing and managed AI services. He says Crusoe could eventually enter the public markets and…
Bloomberg Technology
Former FTC Technologist Warns Against an AI ‘Cartel’
As frontier AI labs seek greater coordination on safety, Neil Chilson, Head of AI Policy at the Abundance Institute and former FTC Chief Technologist, warns that government-backed antitrust exemptions could create a durable “cartel” that ultimately harms competition. He argues companies can collaborate on safety standards without suspending antitrust rules, and that existing consumer-protection and…
Bloomberg Technology
Anthropic Investor Franklin: AI Safety Concerns Won’t Slow Spending
Calls to “pace” development at the AI frontier are unlikely to translate into a slowdown in infrastructure spending, according to Sara Araghi, Franklin Templeton Portfolio Manager and Franklin Venture Partner. She argues that even if labs temper some model training, growing inference demand will continue to require enormous amounts of compute. Araghi also discusses why…
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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?