Bloomberg Tech Alibaba to Ramp Up AI Spend, Kimmel Returns to Late Night
14 snips
Sep 24, 2025 
Brody Ford, a Bloomberg tech reporter, analyzes Oracle’s bond sale and OpenAI's expansive data center plans. Kaja Kallas, former Prime Minister of Estonia, discusses the evolving U.S.-EU stance on Ukraine amidst sanctions. Steve Zhang, an early AI investor, shares insights on private-market activity spurred by the AI boom. Fabrizio Bluisi, CEO of Process, highlights significant investments in AI across China and Europe, emphasizing strategies to support regional tech champions. Tune in for a deep dive into the tech landscape!
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Stargate Forces Unusual Capital Flows
- OpenAI's Stargate expansion adds five U.S. data center sites and involves huge capital commitments across partners like Oracle and SoftBank.
- The build-out exposes circular spending risks and creative financing needs among participants.
HBM Demand Powers Micron But Traders Take Profits
- Micron reported strong demand for high-bandwidth memory driven by AI, yet its stock saw profit-taking after big prior gains.
- AI demand lifts several product tiers, including servers and higher-end PCs, broadening addressable markets.
Kimmel Returns With Mixed Apology
- Jimmy Kimmel returned to air with an apology framing his comments as unintended and reaffirming his critique of FCC Commissioner Brendan Carr.
- He expressed regret for offending over Charlie Kirk's death while standing by calls about free speech limits.