Episodi

  • Vultr Is Scaling AI Cloud for the Next Phase

    Vultr Is Scaling AI Cloud for the Next Phase
    Feb 24 2026
    AI demand is scaling and infrastructure complexity is rising. Vultr CEO JJ Kardwell returns to the Bloomberg Intelligence Tech Disruptors podcast with an update on the market’s AI cloud demand. He spoke to BI tech analyst Woo Jin Ho about production AI workloads, GPU utilization and lifecycle economics, global data-center strategy, supply-chain constraints and capital discipline, as well as outlining how privately held Vultr is positioning for durable growth in the industry’s next phase.
    Mostra di più Mostra meno
    55 min
  • Khan Academy CEO on How AI Can Aid Education

    Khan Academy CEO on How AI Can Aid Education
    Feb 19 2026
    “If anyone’s going to disrupt Khan Academy, it should be us,” founder and CEO Sal Khan tells Bloomberg Intelligence Senior Tech Analyst Anurag Rana, discussing how AI can deliver personalized learning at scale if embedded in classrooms with teacher oversight, guardrails for minors and rigorous model evaluation. Khan explains Khanmigo’s early GPT-4 roots, why Khan Academy is going multi-model to match use cases like Writing Coach and how district packaging helps cover compute costs while enabling monitoring and accountability. He also lays out a vision of the 2030 classroom where AI reduces teacher planning and grading burdens, supports small-group instruction and enables richer assessment, while warning workforce disruption may arrive faster than society is prepared for.
    Mostra di più Mostra meno
    46 min
  • Lightmatter Taps Photonics to Solve AI at Scale

    Lightmatter Taps Photonics to Solve AI at Scale
    Feb 12 2026
    Lightmatter CEO Nick Harris joins Bloomberg Intelligence’s Kunjan Sobhani and Jake Silverman to explain why lasers — not just chips — are the missing piece to making co-packaged optics practical at hyperscale. Harris unpacks Guide, Lightmatter’s VLSP light engine, and Passage, the company’s photonic interconnect platform, walking through real-world reliability, density and power trade-offs, and how new EDA and foundry partnerships (Synopsys, Cadence, GUC) move photonics into standard semiconductor workflows. The conversation covers near-package vs co-package optics, deployment timing, who the early buyers will be, and the milestones to watch as photonics shifts from lab demos to production racks.
    Mostra di più Mostra meno
    34 min
  • AV’s Hutton Says Cost Per Effect Key in Drones

    AV’s Hutton Says Cost Per Effect Key in Drones
    Jan 29 2026
    Russia invasion of Ukraine “has completely reframed perceptions of drone utility and value. Where once high-end, exquisite systems dominated the procurement logic, today there’s a much clearer recognition that quantity and replaceability are just as critical,” says AV Chief Growth Officer Church Hutton. On this episode of the Tech Disruptors podcast, Hutton tells Bloomberg Intelligence senior defense weapons analyst Wayne Sanders how the landscape of drone technologies and the scalability of platforms must balance between rapid production and programs of record, while maintaining a technological advantage over adversary weapon systems. Critical to this process is reducing “cost per effect” so that we’re no longer shooting down $10,000 drones with million-dollar interceptors. AV and other defense tech companies continue to have this as their mission statement.
    Mostra di più Mostra meno
    42 min
  • Ciena Expands Optics for AI Data-Center Demand

    Ciena Expands Optics for AI Data-Center Demand
    Jan 27 2026
    Ciena is expanding from its telecom optical roots to become a critical enabler of AI-driven data-center infrastructure. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Ciena Executive Advisor Scott McFeely joins BI analyst Woo Jin Ho to discuss how the company’s optical technology has evolved alongside hyperscale cloud and AI workloads, from coherent optics and WaveLogic DSPs to optical pluggables for scale across applications. They also explore how AI is reshaping optical demand around and inside the data center, Ciena’s move deeper into the rack through its Nubis acquisition and how its expansion into AI changes its intermediate-term growth trajectory.
    Mostra di più Mostra meno
    50 min
  • NiCE’s Russell on AI Agents for Contact Centers

    NiCE’s Russell on AI Agents for Contact Centers
    Jan 26 2026
    ‘We’ve seen an incredible acceleration of true automation, where AI agents were able to fulfill a significant amount of engagement with a consumer, whether it be voice or chat-based,” says Scott Russell, CEO of NiCE. He sits down with Bloomberg Intelligence analyst Mandeep Singh to talk about the deployment of AI agents for contact centers. From fine-tuning of large language models to handling a high volume of transactions, the discussion focuses on the various considerations for AI agents related to customer service across a range of industries.
    Mostra di più Mostra meno
    29 min
  • IonQ CEO on Taking Quantum Computing Mainstream

    IonQ CEO on Taking Quantum Computing Mainstream
    Jan 21 2026
    Quantum computing is extending beyond the lab to redefine how we address complex problems. On this episode of Tech Disruptors, IonQ CEO Niccolo de Masi joins Bloomberg Intelligence analysts Jake Silverman and Kunjan Sobhani to explain what quantum computing is and how performance, reliability and cost will determine the winners of the race for fault tolerance. The conversation also explores how quantum computing can complement future AI systems — enabling new breakthroughs in security, networking and high-impact applications like materials and life science — while setting up a “winner-takes-most” competitive dynamic in the industry.
    Mostra di più Mostra meno
    48 min
  • How Intuit Uses AI, Human Experts for Workflows

    How Intuit Uses AI, Human Experts for Workflows
    Jan 19 2026
    Powering businesses to accomplish their daily work remains Intuit’s central mission, using AI and a network of human experts to accomplish a wide range of business tasks for more than 100 million customers, from closing accounting books, processing payroll to preparing taxes. In this Tech Disruptors podcast episode, Intuit CTO Alex Balazs speaks with Bloomberg Intelligence analyst Niraj Patel about the company’s evolution from a provider of desktop products to its latest AI agents. Balazs also touches on its data-scale differentiator, how GenAI is reshaping software and Intuit’s future position as a financial-operating system.Tech Disruptors: Listen to this episode on Apple Podcasts and Spotify.
    Mostra di più Mostra meno
    37 min