Bloomberg is a financial news and data outlet. Its recent coverage has centered on agentic AI security and control, and on doubts over AI returns: disappointing Alphabet and Samsung earnings, Amazon scaling back most Nova models, former SEC chair Gensler expecting the AI investment boom to slow or reverse within 18 to 30 months, and executives at Bridgewater, Deutsche Bank and BNY discussing AI investing and spending.
OpenAI expects $70B annualized revenue by end of 2026OpenAI expects to reach or exceed $70 billion in annualized revenue by the end of 2026, according to people familiar. Its annualized revenue was about $50 billion at the end of September 2025.
Principal's Shah on AI capex cycle and marketsSeema Shah, Chief Global Strategist at Principal Global Investors, discussed the AI capex cycle and its impact on investor sentiment with Bloomberg's Avril Hong at the Milken Institute Asia Summit in Singapore.
Bloomberg documentary explores how AI is sucking up global wealthA Bloomberg Originals documentary argues that the AI boom has concentrated immense wealth and pushed global trade imbalances to levels unseen since the 2008 financial crisis.
Who Pays for AI: Financing the Next Investment CycleAI is driving one of the largest capital spending cycles in decades, raising questions in credit markets about financing, risks, and opportunities, with experts from PIMCO, Goldman Sachs, and Barclays discussing the implications.
JPMorgan's Gehl on Tech & AI Fundraising, Capex, IPOMatthew Gehl, Co-head of International Technology Investment Banking at JPMorgan, spoke with Bloomberg's Tom Mackenzie at the 2026 JPMorgan Tech Stars event in London on Oct. 6, discussing tech and AI fundraising, capex, and IPOs.
Dazzle Turns Camera Roll Into a Personal AI AssistantStartup Dazzle uses photos and screenshots in a user's camera roll to infer interests, relationships, travel and belongings, then helps find products, arrange repairs, plan activities or add calendar events. CEO Marissa Mayer discussed the product on Bloomberg Tech.
Ring Founder Bets AI Will Transform Home SecurityRing founder Jamie Siminoff said the company is expanding from video doorbells into a broader smart-home security ecosystem, including a new smart lock. With Apple preparing to enter the category and competition rising, he sees cameras, locks and other connected devices becoming the physical "appendages" of increasingly powerful AI systems in the home.
William Blair: AI Trade Keeps Market NarrowWilliam Blair Investment Management chief investment strategist Olga Bitel said the market remains narrow, with investors concentrated in the biggest beneficiaries of the AI buildout.
McKinsey's Kutcher: AI creates jobs and opportunityEric Kutcher, McKinsey & Co. chair of North America, is very bullish on the US economy, saying there will be more jobs in 2035 than today. He says AI is creating jobs, pointing to high demand for software developers who help AI write code.
Apollo President: Compute, Energy to Be AI BottlenecksApollo Global Management President Jim Zelter says compute and energy will remain bottlenecks as the AI investment boom accelerates. He also discussed Apollo's exposure to AI and data centers, the US economic outlook, private capital's growing role in defense, and European and UK investment opportunities.
AI Hardware Suppliers Mint a New Breed of BillionairesThe AI infrastructure boom has minted a new, unglamorous breed of billionaires from industries like furniture making and toilet manufacturing. These AI hardware suppliers are the low-profile winners of the investment surge.
Taleb Calls Stocks a 'Trap,' AI Investors 'Naive'Nassim Taleb, author of "The Black Swan" and distinguished scientist at Universa Investments, calls the stock market a "trap" and sees a class of "naive" investors who will pour money into AI-linked firms. He made the remarks in a Bloomberg interview at the Greenwich Economic Forum.
Zscaler CEO: AI Models Are Raising Security DemandZscaler shares rose about 4% after the company reaffirmed its Q1 and full-year guidance at investor day. CEO Jay Chaudhry said businesses see AI as a way to boost revenue and efficiency, but worry AI agents could create cybersecurity risks, driving stronger demand for zero-trust security.
AI hardware blurs definition of 'recording', tech companies push boundariesWith AI hardware, tech companies are redefining what constitutes a 'recording.' Previously, a device with a microphone or camera meant it could record, but now the line is blurring. The article discusses this trend, citing Apple's smart home device as an example.
AI adoption to surpass past tech cycles, Neostellar principal saysNeostellar principal Willy Lee told Bloomberg that AI will see massive adoption unseen in previous tech cycles, discussing AI investment and the IPO market from a VC perspective. Bloomberg Intelligence noted the US AI performance lead over China narrowed to a record low as labs like DeepSeek gained ground.
OpenAI, Anthropic Face Price Pressure From Big AI UsersBloomberg reports that AI software startups are increasingly turning to cheaper open models, putting price pressure on leading model providers OpenAI and Anthropic from big customers.
UAE Launches Falcon AI Model Tuned to Emirati DialectUAE presidential adviser Faisal Al Bannai announced a new Falcon AI model more attuned to the Emirati dialect at the AI Everything conference in Abu Dhabi. He also said he sees exciting startups in robotics, driving and security.
AI Subscription Models Tested as Few Consumers PayBloomberg reports that AI subscription models may not be enough of a lure, with too few consumers paying to sustain the business on subscriptions alone.
Banks Chase Risky Chip Loans in Asia's $8.2 Trillion AI BuildoutBloomberg reports that Asia's $8.2 trillion AI infrastructure buildout is spurring a new wave of debt financing, with banks piling into chip-related loans despite rising risk.
DBS CIO: AI earnings growth underpins tech stocksDBS Group CIO Hou Wey Fook told Bloomberg that AI-led earnings growth continues to underpin major tech stocks, while investment-grade bonds yielding above 5% offer attractive income and portfolio stability.
AI Stocks Support Broader Market as Divergence WidensSchwab's Kevin Gordon says AI-related tech stocks are supporting the broader market even as many individual names fall sharply, leaving increasingly narrow leadership. Investors are focused on whether companies can sustain huge AI capex, while gradual Fed tightening and a labor market avoiding mass layoffs could support stocks.
Gary Marcus questions OpenAI's inadequate AI safeguardsRobust AI co-founder Gary Marcus said on Bloomberg TV that developers including OpenAI lack sufficient safeguards for systems they cannot reliably control.
Google's Manyika: AI Safety Needs Collective EffortGoogle SVP James Manyika told Bloomberg that AI safety should not be left to any single company and requires a collective effort. His remarks come amid rising debate over AI regulation.
Broadcom Reportedly Lines Up $60B AI Chip Financing as Anthropic Expands ComputeBloomberg reported Broadcom's syndicate is raising $60B for AI chips and infrastructure, including a $42B Class A senior-secured tranche and an $18B junior tranche led by Blackstone, which is committing $9B. Reuters said Anthropic's IPO filing shows a Broadcom loan of up to $42B, covering about one-third of its five-year $125.2B TPU compute lease commitment. Anthropic is expected to become Broadcom's largest chip-design customer next year.
Anthropic Targets Pre-Thanksgiving IPO at $2 Trillion ValuationAnthropic aims to launch IPO marketing as soon as the week of Nov. 9 and trade before Thanksgiving, with investors expecting a valuation of $1.8T-$2T, Bloomberg reported. Its prospectus showed a $42B net loss last year and nearly $4.6B in revenue, a 12-fold increase.
Vermillio Tracks and Licenses AI-Generated ContentAs AI reshapes entertainment, who controls and gets paid for a creator's work and likeness is in dispute. Vermillio co-founder and CEO Dan Neely told Bloomberg Tech that his company uses technology to track and license AI-generated content as a way to address creators' rights.
Luma AI Bets on Hybrid Filmmaking in HollywoodLuma AI COO Caroline Ingeborn said generative AI can lower costs, help bring more film and TV production back to Los Angeles and let creators attempt ambitious projects. She framed AI as a tool for creative professionals rather than a replacement, pointing to "hybrid filmmaking" that mixes real actors and crews with AI-generated environments.
Promise CEO: AI Lets Small Teams Make Bigger FilmsPromise CEO and co-founder George Strompolos is building what he calls an AI-native entertainment studio, using generative AI in development, production and visual effects. He said the technology can cut costs by more than 50% on some animated projects and let smaller teams produce at far greater scale.
Bloomberg Tech Spotlights AI and EntertainmentBloomberg's Ed Ludlow hosted Bloomberg Screentime 2026 in Los Angeles with tech and media entrepreneurs. Suno CEO Mikey Shulman discussed how AI is expanding music, Promise's George Strompolos and Luma AI's Caroline Ingeborn talked about AI's role in filmmaking, and Vermillio's Dan Neely addressed the debate over AI and creators' rights.
Suno CEO Says AI Can Reinvent Music ExperienceSuno CEO and co-founder Mikey Shulman said AI can turn music listening from a largely passive experience into one where listeners create, remix and collaborate with favorite artists. He cited more than 100 million users and partnerships across the music industry, and discussed licensing opportunities for artists' voices and music.
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