Bloomberg Tech CoreWeave, Meta Strike $21 Billion for AI Computing
39 snips
Apr 9, 2026 
Nico Rosberg, former Formula One champion turned investor, talks AI startups and parallels between racing tech and venture investing. Riley Griffin, Bloomberg reporter on Meta, breaks down Meta’s massive compute deal and its new closed AI model MuseSpark. They discuss Meta’s compute strategy, third-party model use, and the financing behind big AI infrastructure projects.
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Anthropic Secondary Came In Undersubscribed
- Anthropic completed an insider secondary share sale but it was undersubscribed because many employees chose not to sell, reducing supply to eager buyers.
- Rebecca Torrance said Anthropic's growth and a reported $30 billion revenue run rate made employees reluctant to liquidate at the earlier valuation.
Geopolitics Keeps Markets On Edge
- Markets are weighing a tenuous U.S.-Iran truce: equities see modest moves while oil and bonds react more strongly.
- Tyler Kendall reported direct talks continue but ceasefire conditions and evacuations keep geopolitical risk elevated.
AI Demand Keeps Tech Investment Intact
- JP Morgan sees the current scenario as likely short-lived conflict de-escalation, which keeps equities constructive and sustains AI capex demand.
- Stephanie Aliaga emphasized hyperscalers reporting they would have higher revenues if they had more capacity today.