Summary
Bloomberg Tech’s September 1, 2026 live program covers several major breaking stories at the intersection of AI and financial markets, anchored by a new compute deal between Anthropic and NVIDIA-backed cloud provider Lambda.
Reporter Sarah Frier details the $35 billion Anthropic-Lambda arrangement, noting that NVIDIA is deeply embedded in the deal — backing Lambda, supplying chips to Anthropic, and signing the Texas datacenter lease. The segment frames the deal in the context of Anthropic’s broader infrastructure sprint, which has included a $50 billion Fluid Sack deal and a $45 billion SpaceX arrangement, as the company races to secure compute for both customer demand and continued model training ahead of a widely anticipated IPO filing. Separately, Elon Musk speaking at the G20 predicted AI will grow the global economy to $30 trillion, and MediaTek shares surged 10% in Asia after Bloomberg reported NVIDIA’s $3.5 billion investment in the Taiwanese chipmaker.
A JP Morgan Asset Management strategist discusses how hyperscaler bond issuance — with six firms now representing about 5% of the U.S. high-grade index, double their share two years ago — is contributing to global bond yields reaching their highest levels since 2008. Analysts estimate hyperscalers could absorb $1.5 trillion more debt before hitting average investment-grade leverage ratios. The program also covers Shein’s trading debut and an FTC lawsuit alleging Amazon overcharged 1.2 million advertisers by more than $20 billion since 2019.
📺 Source: Bloomberg Tech · Published September 01, 2026
🏷️ Format: News Analysis
