Bloomberg Intelligence is the research arm of Bloomberg, publishing industry and company analysis. Its recent AI coverage includes a report that China is well placed to lead in large language models by 2030, a finding that the US AI performance lead over China has narrowed to a record low, and analysis saying Pony AI and WeRide robotaxi fleets lag Waymo's utilization. It has also examined AI agents in enterprise software, cloud gaming reaching $38 billion by 2035, and AI infrastructure demand.
AI agents accelerate into enterprise softwareBloomberg Intelligence examines the shift from generative AI tools to systems that can reason, decide and act, and what that means for enterprise software and technology investment.
Bloomberg Intelligence: China set to lead in AI models by 2030A new Bloomberg Intelligence report finds China is well placed to lead the world by 2030 in the large language models at the core of AI, and will be at least competitive in every other strategically important technology.
IBM Q3 sales up 5% to $17.1B, CEO cites AI tailwindIBM's third-quarter revenue rose 5% to $17.1 billion, beating estimates, with software sales expanding and EPS of $2.95. CEO Arvind Krishna called AI a tailwind for the business.
AI neoclouds lose shine as IPOs stall and stocks sinkNeoclouds, which supply the data-center computing behind AI systems, are losing investor favor. South Korean AI computing supplier Elice fell 32% in its Seoul debut, the latest sign of waning confidence, as related IPOs stall and stocks sink.
SpaceX, Meta earnings to test AI monetizationBloomberg Intelligence analyst Mandeep Singh says this week's tech earnings could shift the recent market rebound, amid concerns over financing and cloud business volatility, with SpaceX and Meta results testing AI monetization progress.
Cloud gaming and AI threaten to make home consoles extinctResearch from Bloomberg Intelligence shows games streamed over the internet will grow to a $38 billion market by 2035 and may eventually kill off the dedicated video-game console as a mass-market product.
Will OpenAI Revenue Reset Stop AI Demand?Bloomberg Intelligence's Mandeep Singh says that despite questions over OpenAI's revenue accounting, booming token growth points to solid AI infrastructure demand.
US AI lead over China narrows to record low after DeepSeek gainsBloomberg Intelligence says the performance lead of American AI companies over China has narrowed to a record low as labs like DeepSeek gain ground, threatening US tech supremacy.
China robotaxis lag Waymo, face losses: BIBloomberg Intelligence says Chinese robotaxi operators Pony AI and WeRide face sustained operating losses through 2028 because their fleet utilization lags Waymo's rate of more than 58%.
China tech needs AI catalyst to close valuation gap, BI saysBloomberg Intelligence said Chinese technology stocks will need a domestic artificial intelligence catalyst to close their valuation gap with US technology peers.
Meta and Nvidia Urge Independent AI EvaluationMeta CEO Mark Zuckerberg said AI labs should rely on independent evaluators and advisers to ensure model safety; Nvidia CEO Jensen Huang similarly urged making safety a routine part of development and withholding harmful releases. This shows industry leaders favor external review plus internal restraint to manage risk.
The A.I. Daily