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#bloomberg-tech

All coverage tagged with #bloomberg-tech — freshest first.

50 entries

Nvidia Nears $14 Billion Hugging Face Deal This Week

Nvidia Corp. is in advanced talks to acquire artificial intelligence startup Hugging Face in a transaction that may total about $14 billion, according to people familiar with the matter.

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Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO | Bloomberg Tech 9/01/2026

Bloomberg’s Ed Ludlow breaks down Anthropic's $35 billion computing deal with Nvidia-backed cloud provider Lambda as the AI startup looks to expand its AI capacity. Plus, Elon Musk predicts AI will increase the global economy by up to 30%. And, John Ternus…

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Nvidia Is Backstopping AI Ecosystem, Says Araghi

Sara Araghi, senior vice president & portfolio manager at Franklin Templeton, says Nvidia is using its financial strength to support an AI ecosystem where demand and monetization remain strong. “You do need Nvidia backstopping some of this to continue to…

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Nvidia’s MediaTek Investment Marks the Next AI Chipmaking Champion to Watch

Nvidia and Google are investing in Taiwan’s unheralded chipmaker

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Anthropic Agrees to $35 Billion Cloud Deal With Lambda

Anthropic agreed to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia, part of an effort to quickly expand its AI capacity, according to a person familiar with the matter. Bloomberg's Neil Campling has the details. (Source: Bloomberg)

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MediaTek Shares Soar 10% After Blockbuster Nvidia Investment

Shares of MediaTek Inc. soared after the Taiwanese chipmaker scored a $3.5 billion outlay from Nvidia Corp., the American chipmaking giant’s largest ever direct investment outside the US.

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Anthropic Seals $35 Billion Cloud Deal With Nvidia-Backed Lambda

Anthropic PBC agreed to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia Corp., part of an effort to quickly expand its AI capacity, according to a person familiar with the matter.

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Nvidia Deepens Chip Ties With $3.5 Billion MediaTek Bet | Bloomberg Tech 8/31/2026

Bloomberg’s Ed Ludlow breaks down Nvidia's $3.5 billion investment in MediaTek, deepening its collaboration with the Taiwanese chipmaker and demonstrating how the AI leader plans to tackle Big Tech efforts to build custom silicon. Plus, a look at Tim Cook's…

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Forrester CEO Sizes Up the AI Boom

Nvidia makes another big bet on the future of AI with a $3.5 billion investment in MediaTek, as investors gear up for a potentially record-breaking Anthropic IPO. Forrester Research Founder and CEO George Colony weighs in on the AI boom, whether the hype is…

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An Exclusive Interview with Jensen Huang on Nvidia’s AI Future | Open Interest 8/31/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Bond investors aren’t convinced Fed Chair Kevin Warsh is ready to raise rates. Nvidia doubles down on AI, deepening ties with MediaTek — we speak exclusively with CEOs…

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We Accelerate Every AI Model in the World, Huang Says

Nvidia CEO Jensen Huang says their chips accelerate the entire lifecycle of artificial intelligence. He speaks exclusively with Bloomberg's Ed Ludlow and says Nvidia can address markets that no one else can. (Source: Bloomberg)

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Nvidia Makes $3.5 Billion Bet on MediaTek

Nvidia is investing $3.5 billion in MediaTek, deepening collaboration with the Taiwanese chipmaker as it's working to persuade more companies to build chips that plug into its dominant data center ecosystem. Nvidia CEO Jensen Huang and MediaTek CEO Rick Tsai…

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Nvidia Makes MediaTek Partnership Even Bigger, Huang Says

Nvidia Corp. Chief Executive Officer Jensen Huang and Rick Tsai, MediaTek Inc. CEO, talk about expanding their partnership. Nvidia is investing $3.5 billion in the Taiwanese chipmaker. They speak exclusively to Bloomberg's Ed Ludlow. (Source: Bloomberg)

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Nvidia Investing $3.5 Billion in Chipmaker MediaTek

Nvidia says it's investing $3.5 billion in Taiwanese chipmaker MediaTek. Nvidia will buy bonds that convert into MediaTek shares. Bloomberg's Ed Ludlow reports. (Source: Bloomberg)

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Nvidia to Invest $3.5 Billion in Chipmaker MediaTek

Nvidia Corp. is investing $3.5 billion into MediaTek Inc., deepening collaboration with the Taiwanese chipmaker at a time when it’s working to persuade more companies to build chips that plug into its dominant data center ecosystem.

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Nvidia-Backed Lambda Inks $1 Billion Private Debt for Chip Deal

Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., has raised about $1 billion of private short-dated debt for computing chips tied to its collaboration with Microsoft Corp.

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Munster Expects Nvidia Revenue to Grow by 90% in 2027

Gene Munster, Deepwater Asset Management managing partner, says what's been happening with Nvidia is "breathtaking." He expects revenue to grow by 90% for the calendar year 2027. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

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Equity Futures Drift Before Warsh Speech Amid Tech Profit Taking

US equity futures struggled for direction Friday morning ahead of a closely watched speech by Federal Reserve Chairman Kevin Warsh and as investors in tech companies take profits after Nvidia Corp. fueled a rally in the sector a day earlier.

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Nvidia's Cracking Outlook Fuels AI Optimism: Market Snapshot

The world's biggest tech firm delivered earnings this week against a backdrop of nervous investors, watching eagerly to see if the AI trade was winding down or has further to run. The chip giant presented markets with something to get excited about, providing…

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hardware

Yotta Eyes $20 Billion GPU Buildout as AI Demand Soars

Yotta Data Services Pvt has the ability to deploy about $20 billions in graphics processing units as it races to meet surging global demand for artificial intelligence computing.

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Robinhood Markets CIO: Nvidia’s AI Boom Collides With Rising Rates and Macro Risks

Robinhood Markets CIO Stephanie Guild says Nvidia’s results reinforce the AI investment theme, but warns that heavy corporate borrowing, persistent inflation and elevated interest rates could increasingly shape market returns. She favors gold, commodities and…

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Hugging Face Co-Founder on Open-Source Robot, Reports of Nvidia Deal

Hugging Face unveiled MicroDuck, the company’s new open-source robot that can walk, talk, and roller-skate. Hugging Face co-founder and Chief Science Officer Thomas Wolf discusses surging demand for robotics and open-source AI, and says the company is…

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Nvidia’s AI Boom, Salesforce’s Anthropic Bet | Bloomberg Tech 8/27/2026

Bloomberg’s Ed Ludlow breaks down Nvidia's prediction of a 70% revenue growth next fiscal year, far exceeding analyst estimates. Plus, Salesforce shares jump after giving an outlook for strong revenue expansion, and deepening its ties with Anthropic. And…

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Nvidia Sees 70% Growth as AI Boom Accelerates

Nvidia’s forecast for roughly 70% revenue growth next fiscal year is changing the debate around the durability of the AI boom, according to Wealth Enhancement Group Deputy CIO Doug Huber. He explains why the question is shifting from whether AI demand is…

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Nvidia Ignites AI Rally Ahead of Jackson Hole | Open Interest 8/27/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Nvidia delivers a massive AI-driven forecast, lifting markets and fueling bets the AI boom still has legs. Bond markets on edge ahead of Kevin Warsh’s Jackson Hole debut.…

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Hugging Face Always Attracts Buyers, Co-Founder Says

Multiple reports say Nvidia Corp. is close to an agreement to buy Hugging Face for roughly $13 billion. During an interview on "Bloomberg Tech," Hugging Face co-founder Thomas Wolf declined to comment on those reports, but he did say the AI startup has always…

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Nvidia Starts PAC as AI Chip Maker Builds DC Influence Force

Nvidia Corp. launched a political action committee Thursday to dole out donations to federal candidates, the company’s latest move to build a high-powered influence apparatus in Washington.

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Nvidia Sees AI-Fueled Demand Boosting Sales 70% Next Year

Nvidia said revenue will grow about 70% next fiscal year, easing concerns that AI spending is poised to lose momentum. Angelo Zino, SVP and Tech Lead at CFRA Research, breaks down Nvidia's earnings blowout and other tech headlines. (Source: Bloomberg)

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Data Center Opposition Could Hurt Nvidia, Ferragu Says

Pierre Ferragu, New Street Research global team head of technology infrastructure, says supply chain issues and opposition to data centers in the US do make him nervous about Nvidia's future. The chipmaker says revenue will grow by about 70% in the next…

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Putin Moves to Escalate War in Ukraine, Nvidia Fuels Faith in AI Boom | Opening Trade 8/27/2026

Russia is preparing to escalate attacks on Ukraine after concluding that negotiations for a peace deal have reached a dead end, according to three people close to the Kremlin. For now, Russia is weighing an intensification of powerful conventional ballistic…

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Nvidia's Upbeat Sales Outlook Eases Concerns About AI Economy

Nvidia, the chipmaker at the heart of the artificial intelligence boom, said it forecasts revenue growth of about 70% in fiscal 2028. Analysts had predicted 45%. The upbeat outlook offered relief to investors concerned about a bubble in the AI economy.…

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Lopez: AI Biggest Infrastructure Upgrade Since Internet

Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a bullish sales outlook for fiscal 2028, easing concerns that AI spending is poised to lose momentum. Maribel Lopez, Founder & Enterprise AI Lead at Lopez Research, spoke to…

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US Probes Apex Logistics Over Alleged Nvidia AI Chip Smuggling

The US government is investigating Singapore-based Apex Logistics for its suspected role in smuggling Nvidia Corp. AI chips to China, people familiar with the matter said, in what may result in the first action against a transportation company for allegedly…

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Nvidia Discussed Buying AI Startup Hugging Face, Insider Says

Nvidia Corp. held talks about acquiring Hugging Face in a deal that would potentially value the AI startup at more than $13 billion, according to Business Insider.

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Nvidia Predicts AI-Fueled Surge Will Extend Into 2028

Nvidia Corp. gave a bullish sales outlook for fiscal 2028, with Chief Financial Officer Colette Kress saying the company expects to grow revenue by approximately 70% in fiscal 2028. Bloomberg's Ed Ludlow and Kunjan Sobhani break down the news. (Source:…

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Nvidia Predicts AI-fueled Sales Surge Will Extend Into 2028

Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a bullish sales outlook for fiscal 2028, easing concerns that AI spending is poised to lose momentum. Ed Ludlow breaks down the company's Q2 earnings. (Source: Bloomberg)

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Nvidia Steps Back Into China Market With First H200 Chip Sales

Nvidia Corp. said it sold a small number of its H200 chips to customers in China during the most recent quarter, though shipments of the artificial intelligence processors to the world’s second-largest economy fell short of the total permitted with the…

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DataBank’s Incoming CEO on AI Buildout, Nvidia Earnings

Kevin Ooley, the incoming CEO of DataBank and current CFO, joined the program to discuss critical issues surrounding the expansion of data centers. Operating over 70 data centers across more than 25 markets, DataBank faces significant challenges related to…

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‘Dean of Valuation’ Damodaran on Nvidia’s Multiple

Aswath Damodaran, Professor of Finance at NYU Stern School of Business, discusses the evolving landscape of AI investments following Nvidia's latest earnings report. He describes the current phase as AI's "bar mitzvah moment," where investors are shifting…

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Nvidia Investor Jack Ablin on Earnings Results, Guidance

Jack Ablin, Founding Partner and Chief Investment Strategist at Cresset, a $260 billion family office, joined the discussion to provide insights on Nvidia's recent stock performance. Ablin also touched on Nvidia’s recent earnings report and a significant data…

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Nvidia Results Impress, But Shares Fall | The Close 8/26/2026

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Northwestern Mutual Wealth Chief Portfolio Manager, Equities Matt Stucky, JPMorgan…

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hardware

Tech Billionaire Steve Case on AI Buildout, Nvidia Role

Steve Case, Revolution Chair & CEO, & AOL Co-Founder, reflects on the evolution of community building from the early days of AOL's digital chat rooms to today's increasing demand for real-world connections. He highlights how the rise of AI and digital…

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AI Expert on Anthropic’s “Fantasy” Projections, Nvidia

Gary Marcus, NYU Emeritus Professor of Psychology and Neural Science, discusses the recently rumored total addressable market (TAM) figures presented by AI companies like Anthropic, which suggest a market size comparable to the entire U.S. GDP. He expresses…

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Nvidia’s Sales Forecast Fails to Meet Loftiest Estimates

Nvidia, the chipmaker at the heart of the artificial intelligence boom, delivered a sales forecast that fell short of the highest estimates, adding to investor concerns that AI spending is poised for a slowdown. Revenue in the current period will be $108…

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hardware

Amazon to Buy 2 Million Nvidia Chips for Data Center Build-Out

Amazon.com Inc. will add an additional 2 million Nvidia Corp. graphics processing units to its data center fleet in the next two years, a sign that the company remains committed to the AI hardware leader’s products despite its own competitive chipmaking…

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Nvidia Is in Difficult Place Amid 'Healthy' AI Landscape, Cresset's Ablin Says

Jack Ablin, founding partner and chief investment strategist at Cresset, says Nvidia is "sitting at the North Pole and any step they take is going to be a step south." Speaking on "Bloomberg The Close," Ablin also says the AI landscape is "remarkably…

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Nvidia's Results Aren't 'Impressive Enough,' Seaport's Goldberg Says

Jay Goldberg, Seaport Research Partners semiconductors and electronics senior analyst, reacts to Nvidia's second-quarter earnings and sales forecast on "Bloomberg The Close." (Source: Bloomberg)

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The Key Takeaways From Nvidia's Results

Nvidia delivered a sales forecast that left some investors underwhelmed, adding to concerns about the momentum of AI spending. Bloomberg Intelligence's Mandeep Singh discusses the key takeaways from the results on "Bloomberg The Close." (Source: Bloomberg)

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Nvidia’s Sales Forecast Fails to Meet Loftiest Estimates

Nvidia Corp., the chipmaker at the heart of the artificial intelligence boom, delivered a sales forecast that fell short of the highest estimates, adding to investor concerns that AI spending is poised for a slowdown.

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Meta Settles Federal Social Media Addiction Trial | Bloomberg Tech 8/26/2026

Bloomberg’s Ed Ludlow explains why Meta agreed to pay up to $18 billion in landmark settlements to resolve allegations that the company deliberately designed Facebook and Instagram to encourage compulsive use among young users. Plus, Nvidia reports after the…

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