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SambaNova CEO: AI’s Next Phase Is About Efficiency

SambaNova CEO Rodrigo Liang says the AI infrastructure boom is entering a new phase focused increasingly on inference, efficiency and return on investment. As the company closes its Series F with new strategic investors, Liang discusses why enterprises including JPMorgan are running AI infrastructure behind their own firewalls and why frontier models and private AI…

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SambaNova CEO Rodrigo Liang says the AI infrastructure boom is entering a new phase focused increasingly on inference, efficiency and return on investment. As the company closes its Series F with new strategic investors, Liang discusses why enterprises including JPMorgan are running AI infrastructure behind their own firewalls and why frontier models and private AI systems can coexist. He joins Bloomberg’s Dani Burger from the CAIS Summit in Beverly Hills, live on “Bloomberg Tech.”
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4 Comments

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Bloomberg Technology

Altman Says AI Will Transform the Economics of Energy

AI “is going to transform the economics of the energy world,” OpenAI Chief Executive Officer Sam Altman said Monday at the Adipec conference in Abu Dhabi. The ChatGPT-maker’s signed deals to deploy its technology across energy companies, investment firms and government agencies across the United Arab Emirates, deepening ties as it seeks billions of dollars in…

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AI “is going to transform the economics of the energy world,” OpenAI Chief Executive Officer Sam Altman said Monday at the Adipec conference in Abu Dhabi. The ChatGPT-maker’s signed deals to deploy its technology across energy companies, investment firms and government agencies across the United Arab Emirates, deepening ties as it seeks billions of dollars in funding from the country’s state-backed investors.
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Bloomberg Technology

Power On: How Will a Touchscreen MacBook Impact the iPad?

Does having a touch-screen Mac eliminate the market for the iPad? On this episode of the Power On podcast, Bloomberg’s Mark Gurman and Chris Welch discuss whether Apple’s new touch-screen MacBook Pro will end up competing with its own iPad. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full…

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Does having a touch-screen Mac eliminate the market for the iPad?

On this episode of the Power On podcast, Bloomberg’s Mark Gurman and Chris Welch discuss whether Apple’s new touch-screen MacBook Pro will end up competing with its own iPad.
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Bloomberg Technology

Oracle Kicks Off $20 Billion Capital Raise

Bloomberg’s Ed Ludlow breaks down debt offerings from Oracle, which is kicking off a $20 billion capital raise to finance its AI infrastructure spending, and Alphabet, which is tapping the European debt markets. Plus, Anthropic’s revenue hits nearly $17 billion in the third quarter and Matt Witheiler, head of late-stage growth at Wellington and an…

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Bloomberg’s Ed Ludlow breaks down debt offerings from Oracle, which is kicking off a $20 billion capital raise to finance its AI infrastructure spending, and Alphabet, which is tapping the European debt markets. Plus, Anthropic’s revenue hits nearly $17 billion in the third quarter and Matt Witheiler, head of late-stage growth at Wellington and an Anthropic investor, joins to discuss new details from the amended IPO filing. And Apple is trading at its priciest level since 2008, ahead of its earnings.

00:00:00 – Bloomberg Tech Begins
00:00:50 – Brody Ford on Alphabet & Oracle
00:03:07 – Celine Woo, Lazard Asset Management on Hyperscaler Growth
00:08:35 – Bailey Lipschultz on Anthropic New S-1 Details
00:11:19 – Matt Witheiler, Wellington Management on Anthropic IPO
00:18:18 – Ryan Vlastelica on Apple Results Today
00:23:07 – Ryan Gould on Marvell for Lumentum
00:26:07 – Bridgit Mendler, Northwood CEO on Raising $375M
00:32:37 – Will Manudis, Scienceio Founder on Value of AI
00:39:45 – Felipe Marques on Midterms effects on Tech Industry
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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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