Tech Disruptors

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344

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Jun 2026

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About the show

Tech Disruptors by Bloomberg Intelligence features conversations with thought leaders and management teams on disruptive trends. Topics covered in this series include cloud, e-commerce, cybersecurity, AI, 5G, streaming, advertising, EVs, automation, crypto, fintech, AR/VR, metaverse and Web 3.0. This podcast is intended for professional investors only. It is being prepared solely for informational purposes only and does not constitute an offer or investment advice.

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June 15, 202648 min

DDN CEO Bouzari on Solving AI Data Bottlenecks

As AI infrastructure scales up, the conversation is moving beyond graphic processing units (GPUs). Faster compute creates new pressure on the data layer, and companies are increasingly focused on whether their infrastructure can move, manage, protect and deliver data fast enough to keep AI systems productive. In this episode of Tech Disruptors, Bloomberg Intelligence analyst Woo Jin Ho speaks with Alex Bouzari, CEO of DDN, about the company’s role in AI data infrastructure, the shift from storage to broader data platforms, DDN’s high-performance computing heritage, its work with Nvidia and the business-model changes taking shape as AI moves from experimentation to production.

June 11, 202641 min

Apollo on Funding AI Infrastructure

“It’s clear to us that the world is short compute right now, and the industry is racing to catch up,” Rob Bittencourt, partner and head of thematic investing at Apollo, tells Bloomberg Intelligence’s Alexandra Davidov and Paul Gulberg on this episode of the Tech Disruptors podcast. Bittencourt discusses why AI is becoming a private-credit story, with trillions of dollars of data-center, power, chip and infrastructure investment needed to support the next phase of adoption. He also explains how Apollo underwrites AI infrastructure risk, why hyperscaler demand and investment-grade financing matter, and how investors should separate temporary software valuation resets from true business-model disruption.

June 10, 202647 min

SAP COO on Why AI Needs Better Foundations

“This year is a much more radical technology shift and the most consequential, I believe, ever. But still, you need all foundations of the house to be in order,” Sebastian Steinhaeuser, Chief Operating Officer at SAP, tells Bloomberg Intelligence Senior Technology Analyst Anurag Rana. In this episode of Tech Disruptors, the pair discuss SAP’s autonomous enterprise vision, the rise of Joule assistants and agents, and why AI may strengthen the case for cloud migration, data modernization, and application consolidation. Steinhaeuser explains how SAP is embedding business process context, governance, and industry-specific knowledge into its agentic layer while navigating shifts in software pricing, model strategy, and customer demand for measurable AI adoption.

June 9, 202647 min

Microsoft on Azure’s AI Data Center Stack

“Every data center will need some part of AI capabilities to run workloads like inference, because it’s just becoming such a fundamental part of all of this cloud technology,” says Alistair Speirs, general manager of Microsoft’s Azure Infrastructure. Speirs joins Bloomberg Intelligence Senior Technology Analyst Anurag Rana on this episode of the Tech Disruptors podcast to discuss how AI infrastructure is reshaping the modern data center, from liquid cooling and dense networking to custom silicon and distributed supercomputing. Speirs explains how Azure is preparing for a world where training, inference and traditional workloads increasingly converge, making software-defined infrastructure, power availability and global scale central to Microsoft’s cloud strategy.

June 3, 202631 min

Google TurboQuant and Datacenter Compute

Bloomberg Intelligence Head of Technology Research Mandeep Singh is joined by Nicole Hu, a Silicon Valley technology veteran and GLG expert, to explore the implications of Google’s TurboQuant paper and the evolving economics of AI infrastructure. As hyperscalers look to improve the efficiency of AI workloads, advances in quantization are redefining the tradeoffs between memory and compute, with far-reaching implications for cost, latency, and datacenter architecture. They examine how new approaches to model optimization and inference could reshape hardware requirements, deployment strategies, and the next wave of AI investment.

May 28, 202642 min

Cerebras After IPO: OpenAI, AWS and Inference

“OpenAI has only two AI accelerator compute vendors in production today, Cerebras and Nvidia,” Cerebras CEO Andrew Feldman says. Four days after Cerebras went public, Feldman joined Bloomberg Intelligence’s Kunjan Sobhani to discuss the company’s next chapter and the rapidly shifting AI infrastructure landscape. Feldman breaks down the OpenAI deal, the strategic AWS partnership around disaggregated inference and why Cerebras believes fast inference is becoming the industry’s defining battleground. He explains how Cerebras evolved from building the world’s largest chip to operating one of the fastest inference platforms, why disaggregated inference could reshape hyperscale AI deployments and how the company is navigating power, memory and data-center constraints. The episode also explores the competitive landscape beyond GPUs and Feldman’s broader perspective on the next phase of AI compute.

May 26, 202643 min

Match Group on Resetting Tinder for AI, Gen Z

Younger users of dating apps want “lower pressure” and “more authentic ways of connecting,” and Tinder’s new products aimed at meeting those needs appear to be aiding Match Group’s turnaround, CFO Steve Bailey says. Bailey joins Bloomberg Intelligence’s Nicole D’Souza on this episode of the Tech Disruptors podcast to discuss how dating-app behavior is changing after the pandemic, why Gen Z women are central to Tinder’s strategy, and how AI, product updates and helping users connect in real life could reshape growth.

May 21, 202643 min

AWS Transform VP on Legacy Modernization

“The more microservices that you have, the more agent-ready you are because you can at least start taking these components, and convert them into agent infrastructure,” says Asa Kalavade, vice president of AWS Transform to Bloomberg Intelligence senior technology analyst Anurag Rana. The pair discuss how agentic AI is accelerating legacy modernization across mainframe, NET, VMware and other enterprise workloads. Kalavade explains how AWS Transform combines deterministic methods with AI to understand old systems, generate modern code and shrink projects that once took years into far shorter timelines, while also making applications more cloud- and agent-ready. She notes that in just one year, AWS Transform has helped customers save more than 1.6 million hours of manual effort and analyze 4.5 billion lines of code as they migrate and modernize applications in the cloud.

May 19, 202639 min

QuEra on Neutral Atoms in Quantum Computing

Quantum computing is approaching an inflection point, with dozens of companies racing to be the first to achieve widespread commercialization. In this episode of the Tech Disruptors podcast, QuEra Computing Chief Commercial Officer Yuval Boger joins Bloomberg Intelligence analyst Jake Silverman to discuss why neutral atom quantum computing could prove the most successful among a variety of approaches and unlock scalable, lower-cost quantum systems. They also explore what quantum computing is, technological hurdles that exist today and the applications where quantum is likely to have the largest impact — potentially in just a few years — including drug discovery, logistics and AI.

May 14, 202638 min

Twilio CEO on AI Agents, Future of Messaging

As companies shift from one-way customer notifications to AI-powered, personalized conversations at scale, developers need advanced communications infrastructure to build omnichannel digital messages. Twilio — which powers B2C SMS, two-factor authentication, customer alerts and reminders alongside other digital interactions — has positioned itself as critical infrastructure for the AI era. Growth is accelerating and new products are poised to offer an added lift to revenue. In this episode of the Tech Disruptors podcast, CEO Khozema Shipchandler joins Bloomberg Intelligence senior telecom analyst John Butler to discuss Twilio’s turnaround, its new Conversations suite, digital messaging tools, and the rising importance of identity, governance and observability amid the rise of AI agents. They also explore voice and self-serve trends, carrier fees, competition and investment priorities.