OpenAI's $70B Run Rate Meets AI's Infrastructure Challenge

Описание: loomberg’s Ed Ludlow breaks down OpenAI's latest annualized revenue, expected to reach or exceed $70 billion by the end of the year. Plus, Oracle keeps several data centers on track by relying on truck deliveries of natural gas, and a conversation with Kleiner Perkins partner Ilya Fushman on the mega AI IPO pipeline and the future of physical AI.

Chapters:
00:00:00 - Bloomberg Tech Begins
00:01:29 - Bloomberg’s Rebecca Torrence on OpenAI seeing $70B Revenue Run Rate by Year-End
00:05:02 - Michelle Weaver, Morgan Stanley US Thematic Research Strategist
00:11:12 - Wall Street Week: AI Spending Tests Debt Markets
00:14:16 - Bloomberg’s Brody Ford Discusses Oracle Trucking Gas to Keep Data Centers on Track
00:16:52 - Hiba Anver, Erickson Immigration Group Partner
00:23:14 - Ilya Fushman, Kleiner Perkins Partner
00:39:02 - Talking Tech with Yahaira Anand
00:41:08 - Bloomberg’s Nina Trentmann Reports on AI Spending Worrying CFO’s
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