Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO | Bloomberg Tech 9/01/2026

Bloomberg’s Ed Ludlow breaks down Anthropic's $35 billion computing deal with Nvidia-backed cloud provider Lambda as the AI startup looks to expand its AI capacity. Plus, Elon Musk predicts AI will increase the global economy by up to 30%. And, John Ternus officially takes over as Apple CEO as the company gets ready for a new product unveil next week. 00:00:00 - Bloomberg Tech Begins 00:01:12 - Sarah Frier, Bloomberg News 00:04:48 - Stephanie Aliaga, JP Morgan Asset Management 00:12:57 - Michael Shepard, Bloomberg News 00:16:15 - Winnie Hsu, Bloomberg News 00:19:32 - Spencer Soper, Bloomberg News 00:23:35 - Ryan Vlastelica, Bloomberg News 00:26:13 - Mark Gurman, Bloomberg News 00:31:39 - Peter Millard, Bloomberg New 00:33:46 - Jason Oxman, Information Technology Industry Council 00:42:00 - Samantha Kelly, Bloomberg News -------- "Bloomberg Technology" is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York. Like this video? Subscribe and turn on the notifications for Bloomberg Technology on YouTube:    / @bloombergtech   Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here:    • old..Bloomberg Technology With Emily Chang...   Get the latest in tech from Silicon Valley and around the world here: https://www.bloomberg.com/technology Follow Ed Ludlow on Twitter here:   / edludlow   Follow Caroline Hyde on Twitter here:   / carolinehydetv   Connect with us on... Twitter:   / technology   Facebook:   / bloombergtechnology   Instagram:   / bloombergbusiness