Nvidia’s AI Boom, Salesforce’s Anthropic Bet | Bloomberg Tech 8/27/2026

Nvidia’s AI Boom, Salesforce’s Anthropic Bet | Bloomberg Tech 8/27/2026

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Bloomberg Technology’s live August 27, 2026 broadcast leads with Nvidia’s stunning earnings results, including a four-year fiscal outlook projecting 70% revenue growth — far exceeding Wall Street’s prior estimate of 45% and sending shares up more than 8% for their best day since April 2025. Analysts and investors dissect the durability of that demand signal, with the CFO noting that actual revenue could be even higher if not for severe supply chain constraints, particularly around memory components. Nvidia also confirmed it will raise prices on some products in early 2027, compressing margins by roughly 3 percentage points in the near term.

The program also covers Salesforce’s deepened partnership with Anthropic following a strong quarterly earnings report, with Salesforce shares rising on the news. Bloomberg reporters explore what tighter integration between Salesforce’s enterprise CRM platform and Anthropic’s AI models could mean for enterprise software adoption.

Additionally, the broadcast previews Hugging Face’s new MicroDuck bipedal robot, which can walk, kick, grab objects, and rollerskate using open-source software, setting up a later interview with co-founder Thomas Wolf. The episode offers a broad snapshot of AI infrastructure demand, enterprise AI partnerships, and hardware constraints shaping the industry heading into late 2026.


📺 Source: Bloomberg Tech · Published August 27, 2026
🏷️ Format: News Analysis

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