Global AI Supercycle Raises Productivity Questions

September 14
41 mins

Episode Description

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF

AI developers including Anthropic and OpenAI are clashing with the Trump administration over their calls for an industrywide slowdown in artificial intelligence development, a proposal that’s already triggered a selloff across technology stocks and has brought into question the resilience of a global data center boom. 

Bloomberg Economics uses a state-of-the-art approach to estimate exposure to AI across major economies, and expertise from the US and UK to Mainland China, South Korea, Taiwan and beyond to assess the current impact and future outlook.

On today's episode:

  • Tom Orlik, Bloomberg Economics Chief Economist
  • Mike Shepard, Bloomberg News Senior Editor of Technology & Strategic Industries
  • Brian Moynihan, Bank of America CEO with Bloomberg Deals Host, Dani Burger
  • John Tozzi, Bloomberg News Health Care Reporter

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