Descriptions:
Bloomberg Tech’s Ed Ludlow anchors a live episode dominated by Nvidia’s latest round of massive AI infrastructure financing deals, raising renewed questions about circular financing in the AI industry. At the center is a potential $750 billion-plus package: a reported $250 billion commitment to help OpenAI lease compute from SoftBank’s planned data center, a separate $350 billion to finance OpenAI’s Nvidia chip purchases, and a $500 billion-plus partnership with SK Group covering memory purchases and AI supercomputer sales as Korea scales to two gigawatts of AI infrastructure.
Jensen Huang appears directly in the episode, discussing the SK Group deal in his own words and articulating his broader thesis: the semiconductor industry will need to be roughly ten times its current size over the next decade as AI agents and robots — potentially 100 billion agents and billions of robots — join humans as compute consumers. Nvidia also announced a separate investment in Safe Superintelligence (SSI), promising to increase SSI’s computing power tenfold within a year. Janus Henderson analyst Allison Porter, for whom Nvidia is a top holding, offers a measured defense of the circular financing structure while flagging continued monitoring.
The episode also covers Apple’s confirmed plan to preview its first smart glasses at WWDC 2027, Samsung’s Galaxy Z Fold 8 hands-on impressions, and big tech earnings context with Microsoft, Meta, and Amazon all reporting the same week.
📺 Source: Bloomberg Tech · Published July 27, 2026
🏷️ Format: News Analysis
