The boom in artificial-intelligence spending is actually accelerating, setting up the rally in tech stocks to continue for at least another couple of quarters, according to Tiffany Wade, a senior portfolio manager at Columbia Threadneedle Investments. She speaks with Ed Ludlow on Bloomberg Television’s “Bloomberg Tech.”
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Bloomberg’s Ed Ludlow breaks down SpaceX’s first-ever investment-grade bond offering following its record-breaking IPO. Plus, Micron strikes an AI Infrastructure agreement with Anthropic to drive enterprise AI adoption. And Chevron signs a 20-year deal with Microsoft to power a West Texas data center that could be one of the biggest in the US.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:43 – Robert Schiffman, Bloomberg Intelligence
00:05:38 – Tiffany Wade, Columbia Threadneedle
00:12:01 – Kevin Crowley & Kurt Wagner, Bloomberg News
00:19:47 – Mark Gurman, Bloomberg News
00:24:33 – Jake Silverman, Bloomberg Intelligence
00:29:30 – Tuhin Srivastava, Baseten & Apoorv Agrawal, Altimeter
00:40:35 – Spencer Soper, 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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Baseten, which provides software and computing capacity to companies tapping into lower-cost AI models, just closed a $1.5 billion Series F round at a $13 billion valuation. Baseten CEO Tuhin Srivastava and Apoorv Agrawal, partner at Altimeter, which co-lead this round, sit down with Ed Ludlow on “Bloomberg Tech.”
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Like this video? Subscribe to Bloomberg Technology on YouTube:

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

 
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