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Oracle’s Data Center Challenge as Trump, Xi Talk AI Sep 24, 2026

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Bloomberg’s Ed Ludlow breaks down Oracle's latest move to protect itself from mounting costs on a massive New Mexico data center facing regulatory setbacks and local opposition. Plus, Meta comes out with a new palm-sized device for using its popular new AI assistant, Muse; and all eyes are on President Trump and China's Xi Jinping as they meet in the White House and discuss AI.

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Anthropic’s New Model, the Robot Economy and Apple Health Sep 23, 2026

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Bloomberg’s Ed Ludlow breaks down Anthropic's new faster, cheaper AI model as the startup tries to stay ahead of rivals before its IPO. Plus, Morgan Stanley's Adam Jonas discusses SpaceX, Tesla and the robotics boom, and Bloomberg reports Apple aims to take on Whoop with its own screenless health and fitness tracker.

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Alibaba Takes On Nvidia as the Global AI Race Heats Up Sep 22, 2026

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Bloomberg’s Ed Ludlow breaks down Alibaba's new AI chip, an accelerator to compete with Nvidia and underpinning a massive expansion of data center capacity in coming years. Plus, he sits down with Gagan Biyani, Founder and CEO of the Horowitz Andreessen Academy - Silicon Valley's alternative college for the AI era. And he sits down with AI pioneer Fei-Fei Li to talk about the AI safety debate, the race against China, and growing competition to build world models.

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AI Takes Center Stage Ahead of Trump-Xi Summit Sep 21, 2026

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Bloomberg’s Ed Ludlow breaks down what to expect from the Trump-Xi summit later this week, with AI's role anticipated to be a major part of the agenda for those upcoming talks. Plus, Bloomberg reports Paramount reached a settlement with California and other states suing to block its proposed acquisition of Warner Bros. Discovery; and as data shows more disruption to US data centers, we get to the political debate with Democratic US Representative Suhas Subramanyam from Virginia.

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AI Builds Itself as the Spending Boom Accelerates Sep 18, 2026

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Bloomberg’s Ed Ludlow breaks down Anthropic's finding that its Claude chatbot is leading 26% of its AI research and development, even as the global debate around AI heats up. Plus, SoftBank is closing out the week with nearly $21 billion in potential fresh borrowings as it builds out its AI financing capacity, and Crusoe CEO Chase Lochmiller discusses the race to build the infrastructure powering AI as the company closes nearly $4 billion in fresh funding.

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OpenAI Reports New AI Safety Incidents; AI CEOs Weigh In on AI Debate Sep 17, 2026

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Bloomberg’s Ed Ludlow breaks down OpenAI's new plan to track when things go wrong after revealing new cases of its AI models going off-script. Plus, Databricks CEO Ali Ghodsi and machine learning pioneer Andrew Ng weigh in on the global AI safety debate; meanwhile in Silicon Valley, the immediate fear is missing out on the money.

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Meta CEO Weighs In On AI Safety Debate Sep 16, 2026

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Bloomberg’s Ed Ludlow breaks down Mark Zuckerberg's call for AI labs to rely on independent evaluators and advisers to ensure models are safe. Plus, OpenAI is said to be in early talks with investors about a new funding round that could value the ChatGPT maker at more than $1.2 trillion, and Impulse Space CEO Tom Mueller discusses the company's $308 Million Series D Extension and the future of the space mobility economy.

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AI’s Biggest Players Debate a Frontier Slowdown Sep 14, 2026

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Bloomberg’s Ed Ludlow breaks down calls from AI for a slower pace at the frontier, arguing safety needs time to catch up with increasingly powerful models. The debate is reaching Washington and Wall Street, with AI-linked stocks under pressure as investors weigh what slower development could mean for the spending boom.

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Oracle’s Cloud Growth; Debate Around AI Risks Sep 11, 2026

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Bloomberg’s Ed Ludlow breaks down Oracle's latest results and how they are helping ease concerns around the company's massive AI infrastructure buildout. Plus, the debate around AI's societal risks and the backlash against the global data center build-out grow louder.

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Apple’s Ternus Era Starts the iPhone Duo Sep 10, 2026

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Bloomberg’s Ed Ludlow discusses Apple's iPhone Duo with Bloomberg's Mark Gurman, from its anticipated reception with consumers to what it means for Apple's new era under CEO John Ternus. Plus, the AI chip race is moving to inference, and Elon Musk's Boring Co. reaches a $23 billion valuation.

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