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The Global AI Race: Chips, Talent, and World Models

Bloomberg’s Ed Ludlow breaks down Alibaba’s new AI chip, an accelerator to compete with Nvidia and underpinning a massive expansion of data center capacity in coming years. Plus, he speaks with Gagan Biyani, founder and CEO of the Horowitz Andreessen Academy, Silicon Valley’s alternative college for the AI era. And, he sits down with AI…

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Bloomberg’s Ed Ludlow breaks down Alibaba’s new AI chip, an accelerator to compete with Nvidia and underpinning a massive expansion of data center capacity in coming years. Plus, he speaks with Gagan Biyani, founder and CEO of the Horowitz Andreessen Academy, Silicon Valley’s alternative college for the AI era. And, he sits down with AI pioneer Fei-Fei Li to talk about the AI safety debate, the race against China, and growing competition to build world models.

00:00:00 – Bloomberg Tech Begins
00:01:31 – Tyler Kendall, Bloomberg News
00:03:45 – Nancy Tengler, Laffer Tengler Investments
00:08:51 – Mike Shepard, Bloomberg News
00:15:06 – Peter Elstrom, Bloomberg News
00:18:37 – Gagan Biyani, Horowitz Andreessen Academy CEO
00:26:23 – Fei-Fei Li, World Labs CEO & Co-Founder
00:37:12 – Tyler Kendall, Bloomberg News
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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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4 Comments

4 Comments

  1. @gon-yenshen5311

    September 22, 2026 at 3:19 pm

    The whole discussion is off the mark. It’s not that we have or not have the option to “pace”, or slowdown, the AI development. The very fact that those CEOs even brought up the “slowing down” of AI development showed that these AI companies have all but ran out of hope of “keeping the U.S. lead” in AI. The Chinese AI is catching up fast, the world is adopting Chinese AI faster than anybody can imaging, the U.S. AI has run out of money, couldn’t maintain premium prices for their products, electricity needs are out of reach for their “brute force”, inefficient models, and American people are smart enough to make a simple judgement that unless people want to significantly cut their electricity and water usage, the AI built out will exhaust itself, soon. President Trump just called out these CEOs bluff!

  2. @dianelacy786

    September 22, 2026 at 4:14 pm

    What an oxymoron to hear the words, ‘Super Intelligence’ coming out of DT.

  3. @vme90-y7l

    September 22, 2026 at 8:24 pm

    BS – whose payroll is Nancy really om?

  4. @nicksideris2600

    September 22, 2026 at 9:07 pm

    great white (orange) dope….

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Bloomberg Technology

Nvidia CEO Huang Says He Would Not Sell Chips to Irresponsible AI Customers

Nvidia Corp. Chief Executive Officer Jensen Huang says his company would stop selling chips to a customer that was developing unsafe AI software. He talks extensively about AI safety and how the industry is growing with Bloomberg’s Emily Chang in London. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full…

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Nvidia Corp. Chief Executive Officer Jensen Huang says his company would stop selling chips to a customer that was developing unsafe AI software. He talks extensively about AI safety and how the industry is growing with Bloomberg’s Emily Chang in London.
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Bloomberg Technology

Inside the Making of ‘Grand Theft Auto VI’

GTA VI is set to release on November 19th, expected to be one of the biggest entertainment releases in history. The game, created by Rockstar Games, a development studio owned by Take-Two, is expected to generate more than $3 billion dollars in its first four months. Bloomberg’s Jason Schreier joins Ed Ludlow on “Bloomberg Tech”…

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GTA VI is set to release on November 19th, expected to be one of the biggest entertainment releases in history. The game, created by Rockstar Games, a development studio owned by Take-Two, is expected to generate more than $3 billion dollars in its first four months. Bloomberg’s Jason Schreier joins Ed Ludlow on “Bloomberg Tech” with the details of the making of the highly anticipated game.
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Bloomberg Technology

AI Boom Drives ASML Higher as Nvidia Bets on Europe

Bloomberg’s Ed Ludlow breaks down ASML’s earnings after the company raised its sales forecast for 2026 and said it aims to increase production of its chip-making machines to keep up with soaring AI spending. Plus, Nvidia CEO Jensen Huang announces plans to invest an additional $2 billion in European deals. And, an inside look at…

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Bloomberg’s Ed Ludlow breaks down ASML’s earnings after the company raised its sales forecast for 2026 and said it aims to increase production of its chip-making machines to keep up with soaring AI spending. Plus, Nvidia CEO Jensen Huang announces plans to invest an additional $2 billion in European deals. And, an inside look at the making of Grand Theft Auto VI, expected to be the biggest video game blockbuster of all time.

00:00:00 – Bloomberg Tech Begins
00:00:52 – Sarah Jacobs, Bloomberg News
00:04:12 – Antonella Frongillo, Intesa Sanpaolo
00:12:42 – Ian King, Bloomberg News
00:19:24 – Rachel Metz, Bloomberg News
00:23:31 – Erik Bernhardsson, Modal CEO
00:28:52 – Sarah Friar, OpenAI CFO
00:31:41 – Chuck Robbins, Cisco Chair & CEO
00:34:26 – Frank McCleary, Arthur D. Little
00:40:22 – Jason Schreier, Bloomberg News
——–
“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.

Like this video? Subscribe and turn on the notifications for Bloomberg Technology on YouTube:

Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

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