Descriptions:
Bloomberg Tech’s August 24, 2026 broadcast leads with reporting that Nvidia-based AI servers are set for price hikes exceeding 15%, driven by soaring HBM memory costs. Server makers are notifying data center customers of increases affecting both Blackwell and next-generation Vera Rubin systems. Markets responded negatively, with Nvidia extending its longest losing streak since September 2022 — seven consecutive down days — ahead of Wednesday earnings. Analysts from Raymond James walk through why the increases are unsurprising given hyperscaler capital expenditure forecasts, while raising concerns about circular financing arrangements involving Blackstone, BlackRock, Apollo, and KKR.
The broadcast also covers SoftBank’s record $6.3 billion retail yen bond sale — the largest by any single issuer — to fund its OpenAI investment commitment, and Alibaba’s $10.2 billion follow-on equity offering described as the month’s largest, positioning the company as a major player in the global AI race. ByteDance is reported to be consolidating teams behind two of its AI developer products, merging its coding platform unit into a unified group.
Apple is cutting jobs across three areas — the Vision Pro team, Siri, and the Intelligent Systems Experiences division responsible for AI integration into its operating system — as it refocuses resources on new devices and AI. Mark Gurman broke the story for Bloomberg. Additional coverage includes a proposed Trump administration H-1B fee of over $100,000 projected to generate $8.8 billion annually, and Tesla-led recalls affecting 4 million vehicles in China.
📺 Source: Bloomberg Tech · Published August 24, 2026
🏷️ Format: News Analysis
