Bloomberg Technology
Bloomberg Technology is a Bloomberg TV source covering technology news and analysis, with interviews and profiles focused on innovators, industry leaders, and global tech trends.
Space Investment Could Top $100 Billion as SpaceX IPO Revalues Sector
Space Capital estimates that investment in the space economy could exceed $100 billion in 2026, a first for the sector. Bloomberg space reporter Loren Grush argues that SpaceX’s planned IPO is helping reset how investors value space businesses, while defense demand and the need for new infrastructure are drawing capital to companies beyond SpaceX.
Muse Wonder Combines Frontier-Model Claims With Personal Context
Meta is positioning its Muse Wonder model as both a bid to match rivals such as OpenAI and Anthropic and the engine for its consumer AI assistant, Muse. Bloomberg reporter Riley Griffin said chief AI officer Alexandr Wang described Wonder as competitive with leading models, while emphasizing that it was built for personal-agent tasks: using a user’s information to tailor responses. At launch, Griffin said, Wonder would be available through paid Muse subscriptions as Meta works to lower the cost of serving it.
Apple Bundles HomeView With Cameras and a Thermostat in Smart-Home Push
Apple is pitching its new smart-home lineup as a ready-made setup, rather than a standalone display, Bloomberg’s Mark Gurman says. The $299 HomeView combines a HomePod with a screen for personalized household information and controls, alongside a thermostat and cameras that Apple is also introducing. Gurman says the package could make it easier for customers to assemble an Apple-powered home without piecing together products from different sellers.
Meta’s Muse Raises Model Quality but Leaves Enterprise Integration Unproven
Meta’s new Muse model may put the company closer to leading AI systems, but Bloomberg Intelligence’s Mandeep Singh argues that stronger performance alone will not win enterprise customers. Businesses need deeper integration, he says, while Meta’s more promising opening may be in personal-use agents: Singh says he uses Muse daily, almost entirely outside work.
Apple Ties Its New Smart-Home Lineup to a New Siri AI
Bloomberg’s Mark Gurman says Apple plans to use a new Siri AI to connect a smart-home hub, an updated HomePod Mini and a new Apple TV, framing the lineup as a reboot of the company’s home strategy. He calls the reset overdue, though his account does not explain how Siri will link the devices in practice.
Tech’s 30% Valuation Reset Has Historically Favored Further Gains
Fidelity’s Denise Chisholm argues that a rare valuation reset has improved the outlook for technology stocks, even as investors worry that AI and other tech spending may slow. The sector’s multiple has contracted about 30% while earnings expectations continue to rise; Chisholm says history suggests such a correction often leaves room for further gains, and that slower technology investment has not usually meant contraction.
Microsoft Plans Multi-Gigawatt Maia Deployment for Internal AI Workloads
Microsoft is moving its Maia chips into data centers as it seeks to run more of its AI workloads on homegrown hardware. Bloomberg reporter Matt Day said the company plans a multi-gigawatt deployment, with its third-generation Maia 300 beginning rollout in 2027, and expects internal services such as Copilot and GitHub to use the capacity. Microsoft’s case for the chips is that they can run some workloads more efficiently and reduce the cost of its data-center operations.
JPMorgan’s Early AI Investment Is Widening Its Lead Over Banks
JPMorgan Chase remains at the top of Evident’s global ranking of banks’ AI capabilities as deployment across the industry accelerates, and CEO Alexandra Mousavizadeh says early movers are widening their lead. Their advantage, she argues, comes not just from adopting AI sooner but from having more time to reorganize operations around it. Mousavizadeh also says banks investing most heavily in AI are still growing headcount, even as the technology automates some tasks and changes jobs.
Oura Tests Whether Continuous Monitoring Can Improve Care
Oura Chief Medical Officer Ricky Bloomfield argues that wearable devices can fill a gap in conventional care by tracking health between brief doctor visits and flagging changes earlier. But he says continuous data matters only when it prompts clinical review or helps people change their behavior; a ring’s signal, for example, is not itself a diagnosis. Oura is testing that approach with a Medicare Advantage plan, while evaluating whether the program produces health and economic benefits.
Oracle Trucks Natural Gas to Keep Data Center Builds on Schedule
Oracle is trucking natural gas to data centers near Salt Lake City and is considering the same approach for a New Mexico site where a needed pipeline is delayed. Bloomberg’s Brody Ford described trucked gas as a stopgap, not a preferred long-term power source: the workaround reflects pressure to bring data centers online quickly after Oracle has borrowed heavily to build them.
Revolut Targets US Dominance With a Credit-First Bank Launch
Revolut chief executive Nik Storonsky says the fintech wants to dominate the US, where it plans to challenge JPMorgan Chase and American Express with a credit-first launch. The proposed bank still needs full approval for its conditional charter and must be operationalized before Revolut can offer cards and loans; Storonsky says the company would then build out a broader digital offering. He also said the US would be the primary market if Revolut pursues a planned dual listing.
Crew-12 Returns After 237 Days as Dragon’s Future Beyond the ISS Remains Unclear
SpaceX’s Crew Dragon returned four astronauts from the International Space Station with a Pacific splashdown off California, completing a 237-day mission. Bloomberg space reporter Loren Grush said Dragon has at least four operational NASA crew flights remaining before the station’s planned retirement, but its future beyond that is uncertain as SpaceX shifts resources toward Starship, which still requires substantial work before it can carry astronauts to the moon.
Union Square Ventures Raises $900 Million to Lead Larger Seed and Series A Rounds
Union Square Ventures has raised $900 million across a $500 million early-stage fund and a $400 million opportunity fund, expanding its capacity as some startups require larger rounds. General partner Nick Grossman said the early-stage fund will still invest at inception but can also lead selected Series A rounds of $20 million to $30 million; the firm is not aiming to become a broad-market investor. The fundraising coincides with a transition to a four-partner core, which Grossman described as a gradual handoff rather than a change in USV’s collaborative approach.
Crew-12 Returns to Earth After Seven and a Half Months on the ISS
SpaceX’s Dragon Freedom splashed down off California, returning four astronauts to Earth after a seven-and-a-half-month stay aboard the International Space Station. Drogue and main parachutes slowed the capsule in stages, while mission control coordinated a landing it described as involving many teams.
Hyperscaler Spending Can Slow While Still Outpacing Economic Growth
Goldman Sachs Wealth Management’s Matt Weir argues that the market’s reliance on a handful of large technology stocks does not, on its own, signal that the bull market is ending. He expects hyperscalers’ capital-spending growth to slow sharply from its extraordinary pace, but remain far faster than economic growth. For Weir, earnings—not short-term market concentration or macroeconomic distractions—will ultimately determine where stocks go next.
OpenAI Will Delay Its IPO While It Adjusts to New AI Capabilities
OpenAI is selling its new Dots agent as a premium tool for people with substantial work to do, while CEO Sam Altman says the company will delay an IPO as it adjusts to more capable models and their safety requirements. In an interview with Bloomberg’s Ed Ludlow, Altman said OpenAI would slow training or releases if that helped advance safety, monitoring or security, and argued that going public during this transition would add investor demands at the wrong time.
Apple’s Stores Build Customer Relationships That Online Shopping Cannot Replace
Ron Johnson argues that retail can adapt to online shopping and AI without losing the customer relationships that physical stores help build and sustain. He sees AI improving shopping across channels, but says human service still matters in stores; his failed effort to change J.C. Penney’s offer shows the risk of moving faster than customers’ values allow.
Samsung’s Record Profit Trails Estimates as Memory Demand Outpaces Supply
Samsung reported record operating profit of 107.4 trillion won for the three months through September, as rising memory-chip prices and AI infrastructure spending lifted earnings. CLSA Korea Research Head Sanjeev Rana said the result was broadly in line with his expectations, despite falling short of the analyst estimate shown with the figures. He remains bullish on the memory cycle, citing demand that exceeds supply and expecting a sharp rise in high-bandwidth memory pricing in 2025.
SpaceX’s Chip Financing Talks Put AI Debt Appetite to the Test
SpaceX is in early-stage talks to raise $40 billion to buy Nvidia chips, Bloomberg Tech reporter Ed Ludlow said, in a financing that could include $10 billion in loans and $30 billion in investment-grade credit. Ludlow said the proposal highlights questions about how investors will finance the AI buildout, including how debt fits the useful economic life of GPUs and whether companies may borrow heavily after going public.
SpaceX’s IPO Shows Public Markets Can Absorb Megadeals
Bank of America’s JD Moriarty argues that public markets can absorb large technology IPOs from companies such as OpenAI and Anthropic, pointing to investor demand for SpaceX as evidence. He says abundant private capital and investors’ familiarity with these companies have changed the traditional IPO playbook, but cautions that their scale makes them poor proxies for the wider market, where activity remains concentrated in a few large deals.
Apple’s Smart Home Reset Adds LG-Made Locks, Doorbells, and Thermostats
Bloomberg’s Mark Gurman says Apple is planning a smart-home push that pairs a new hub and Apple-made devices with accessories developed with LG Electronics, including a doorbell, lock and thermostat. He describes the LG partnership as unusual because LG has not made smart-home products before, and says the accessories would give households familiar starting points for building an Apple-connected home.
John Ternus Takes a Hands-On Role in Apple’s Design Studio
Apple CEO John Ternus is taking a more hands-on role in design, working directly with the teams responsible for industrial and interface design, Bloomberg’s Mark Gurman says. In Bloomberg Tech, Gurman argues that the shift marks a change from Tim Cook’s more limited involvement, as Ternus brings his engineering experience to the CEO’s office. The effects may take years to appear in products, given the length of Apple’s development cycles.
Divergent Says Digital Manufacturing Can Put Defense Hardware in Flight in Under Three Months
Divergent CEO Lukas Czinger argues that the Pentagon needs manufacturing systems that can adapt designs quickly and produce them at scale, not just more factories. The company works beneath defense contractors such as Lockheed Martin, using digitally driven processes including metal 3D printing; Czinger says it can move from engineering inputs to flight-ready hardware in under three months. He presents Divergent’s role as supplying production capacity, while contractors retain their programs and intellectual property.
Fortem Raises $50 Million to Double Manufacturing and Bookings
Fortem Technologies has raised $50 million in a Series B round that includes Lockheed Martin, as the counter-drone company plans to double manufacturing and bookings this year. CEO Jon Gruen said the partnership has moved beyond venture investment to finding projects where Fortem’s technology can be deployed. He also argued that lessons from operating in active conflict zones are shaping products designed to keep pace with evolving drone threats.