>> "BLOOMBERG TECH" IS LIVE FROM COAST TO COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH." COMING UP, ALL EYES ON NVIDIA. EARNINGS AFTER THE CLOSING BELL.INVESTORS EXPECTING TO LEARN MORE ABOUT WHERE THOSE BILLIONS OF DOLLARS ON A. I. SPENDING ARE GOING.CAROLINE: JENSEN HUANG AND ELON MUSK ARE SPEAKING RIGHT NOW AT THE SAUDI FORUM. ED: BROOKFIELD ASSET MANAGEMENT TARGETS 0 BILLION FOR A GLOBAL A. I.INFRASTRUCTURE PROGRAM IN PARTNERSHIP WITH NVIDIA. CAROLINE: ...

Matter has secured a key legal victory against the Federal Trade Commission. The FTC alleged the company's purchases of Instagram and WhatsApp violated antitrust law. A judge didn't agree.And DAX Riley Griffin joins us with the details. Let's start with the basic legal reasoning that the judge gave. What was the decision based on.And what happens. Well, Ed, you have to remember that when the FTC first launched this lawsuit, that was five years ago, that was Trump 1.0%. The social media landscape has changed ...

AI Model & Technology - Gemini 3 模型是前沿模型，展示了多模态的强大能力，尤其是在视觉推理方面 [1][2] - Gemini 在视觉推理、代码编写和图像生成方面表现出色，这得益于 TPU 的成功 [1][4] Cloud Business & Infrastructure - Google 的 TPU 芯片的成功可能使其 Google Cloud (GCP) 能够将 NVIDIA 的 GPU 资源更多地分配给外部客户 [4] - Google 仍然是 NVIDIA 的前三大客户之一，购买 NVIDIA 芯片用于训练和其他工作负载 [5] - Google Cloud 通过出租 NVIDIA GPU（包括最新的 Blackwell 和早期版本）来产生收入，类似于其他云服务提供商 [6][7] - 更多的 NVIDIA GPU 可用性可能会提升 Google Cloud 的收入 [7] Competition & Market Dynamics - 其他公司（如 Meta）主要在内部使用 NVIDIA GPU 进行训练、推理和推荐系统 [6]

HOW DO YOU MAKE A RESPONSE TO THAT. HOW DO YOU REACT TO THAT. >> THANK YOU FOR HAVING ME ON YOUR SHOW.FROM OUR PERSPECTIVE, AS INFRASTRUCTURE INVESTORS, WE HAVE A PIECE APPROACH TO INVESTING IN INFRASTRUCTURE ASSETS AND A LONGER TERM TIME HORIZON, AND WE DO BELIEVE THAT A. I. INFRASTRUCTURE IS A SIGNIFICANT INVESTMENT OPPORTUNITY FOR US.NOW, HERE AT CARLYLE WE AREN’T DEVELOPING THESE ASSETS IN ISOLATION. WE HAVE TUNE A MUCH MORE COMPREHENSIVE VIEW, WHERE WE ARE LOOKING ACROSS THE VALUE CHAIN FOR A. I.INFRAS ...

Market Valuation & Sentiment - Relief rallies are possible, but current valuations are not particularly attractive after some froth has been taken off [1] - Doubts about AI's impact on the broader economy and questions about depreciation may lead to continued market volatility [2] - NVIDIA's report is a capstone event and a macro indicator, potentially causing market swings of up to 7% [6] NVIDIA's Performance & AI Supercycle - NVIDIA is trading at approximately 30 times future earnings, which is not considered highly elevated by some [3] - The AI supercycle is believed to be real and will profoundly impact the economy, but a full range of outcomes must be considered when pricing AI stocks [4][5][10] - The key question for 2026 and 2027 is whether the conviction remains to build out the massive infrastructure needed for AI [9][10] AI Adoption & Impact - Only 10% of surveyed companies are currently using generative AI for revenue or new product generation [11] - AI adoption is accelerating faster than previous technology cycles like the internet [12] - Commentary around AI is still generic, lacking specifics on how it's transforming businesses [12] - Real-world AI applications and their impact on earnings, beyond hyperscalers, are key indicators to watch [13]

>> “BLOOMBERG TECH” IS LIVE FROM COAST-TO-COAST. WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: THIS IS "BLOOMBERG TECH." MICROSOFT AND NVIDIA COMMIT TO COMMIT TO ANTHROPIC.THE CROWN PRINCE AND PRESIDENT TRUMP TO TALK ABOUT TECH DEALERS. AND ROADBLOCKS -- ROBLOX TO INCREASE PROTECTIONS. IN LARGE PART, SOME KEY AI PLAYERS, BITCOIN RECOVERS EVER SO SLIGHTLY.A MOVE ON TO INDIVIDUAL MOVERS. IT IS ALL AROUND SOME OF THE TOP STORY TODAY. CLOUDBEAR DOWN 3% AFTER THEY WERE STRUGGLING TO GE ...

It seems as though this could really be rivaling opening I. Well, so the way I look at it is everyone is looking to diversify. So in the case of India, they want a long tail of cloud players for their chips in the case of Microsoft.They want to go beyond open air and, you know, diversify into different levels. And because there are so few frontier land providers, I mean, anthropic is the obvious choice. You can't really invest in Google or mademoiselle alone.So from that perspective, it makes sense that the ...

How is this being adopted. What situations are we seeing them really take these on. Yeah, this is really fascinating.So we've seen some headlines over the years of spots showing up maybe at a crime scene. But now we're getting new data from Boston Dynamics that shows more law enforcement units across the U.S. and Canada are implementing bringing these robotic dogs into their forces to help out in hostage situations or chemical materials that are sensitive, like going in to see if something is hazardous, bas ...

Investment Focus & Strategy - Insight invests across stages, from early-stage startups to post-IPO companies, with a history of 55 IPOs [2] - Insight provides expertise, access, and talent to help portfolio companies scale and grow [3] - Insight emphasizes helping companies build the best products and achieve their dreams [2][3] AI Adoption & Transformation - Insight runs an AI accelerator program to help portfolio companies keep up with the pace of change [4] - The AI accelerator program focuses on helping CEOs drive change in two areas: AI in the product and AI in the business [6] - The program is a six-month program with small cohorts of CEOs [6] - AI is augmenting people and making them more efficient [8] Talent Acquisition & M&A - Venture capital is also a domain for M&A, with the onsite team providing expertise to help companies make acquisitions for geographic expansion, new products, and talent acquisition [13] - Companies are using acquisitions to access AI-native talent [14] Industry Application - One portfolio company in the airline industry uses AI to analyze over 7,000 daily incidents, providing critical insights to keep aircraft safe and revenue flowing [9][10]

I go to the numbers that you've actually given to us, the $200 million average, the annual revenue run rate. That's a lot. Who's purchasing.So we're seeing lovable villains just 12 months ago being powered by this consumer and prosumer movement of individuals that use the product. And then they they love it. So they put in their credit card.And that's just the movement that's been then translated to us being pulled into the enterprise where Fortune 500 companies like Klarna, HCA, HCA Healthcare, they're tra ...