OpenAI’s $70B Run Rate Meets AI’s Infrastructure Challenge

loomberg’s Ed Ludlow breaks down OpenAI's latest annualized revenue, expected to reach or exceed $70 billion by the end of the year. Plus, Oracle keeps several data centers on track by relying on truck deliveries of natural gas, and a conversation with Kleiner Perkins partner Ilya Fushman on the mega AI IPO pipeline and the future of physical AI. Chapters: 00:00:00 - Bloomberg Tech Begins 00:01:29 - Bloomberg’s Rebecca Torrence on OpenAI seeing $70B Revenue Run Rate by Year-End 00:05:02 - Michelle Weaver, Morgan Stanley US Thematic Research Strategist 00:11:12 - Wall Street Week: AI Spending Tests Debt Markets 00:14:16 - Bloomberg’s Brody Ford Discusses Oracle Trucking Gas to Keep Data Centers on Track 00:16:52 - Hiba Anver, Erickson Immigration Group Partner 00:23:14 - Ilya Fushman, Kleiner Perkins Partner 00:39:02 - Talking Tech with Yahaira Anand 00:41:08 - Bloomberg’s Nina Trentmann Reports on AI Spending Worrying CFO’s -------- Like this video? Subscribe to Bloomberg Tech on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg   Watch the latest full episodes of "Bloomberg Tech" with Ed Ludlow here: https://www.youtube.com/playlist?list=PLfAX25ZLrPGTygCwn55voYZ_LYyKjxokJ   Get the latest in tech from Silicon Valley and around the world here: https://www.bloomberg.com/technology Connect with us on... X: https://twitter.com/technology Facebook: https://www.facebook.com/BloombergTechnology Instagram: https://www.instagram.com/bloombergbusiness/   Follow Ed Ludlow on X here: https://twitter.com/EdLudlow   Listen to the daily Bloomberg Tech podcast here: https://www.bloomberg.com/podcasts/series/bloomberg-technology   More from Bloomberg Business Connect with us on... X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ TikTok: https://www.tiktok.com/@bloombergbusiness