Live Roundups Editor's Desk Insights Executive Ops Weather About 🔍
Home › Business & Finance › The Next Phase of the AI Boom
Business & Finance

The Next Phase of the AI Boom

Bloomberg Technology Thursday 10 September 2026, 16:12 UTC 1 min read
Key Points

The AI boom is entering a new phase, where electricity could become the biggest constraint. Switchyard Partners CEO Joe Kaiser joins Bloomberg Open Interest to explain why data centers may increasingly move to stranded power, why capitalism could produce better AI guardrails and why dramatically lowering compute per task will be key to sustaining the next wave of AI investment.

The AI boom is entering a new phase, where electricity could become the biggest constraint. Switchyard Partners CEO Joe Kaiser joins Bloomberg Open Interest to explain why data centers may increasingly move to stranded power, why capitalism could produce better AI guardrails and why dramatically lowering compute per task will be key to sustaining the next wave of AI investment. (Source: Bloomberg)
The Next Phase (EVENT) the AI Boom (EVENT) Switchyard Partners (ORG) Joe Kaiser (PERSON) Bloomberg Open Interest (ORG) AI (ORG) Bloomberg (PERSON)
Originally published by Bloomberg Technology Read original →

Related Stories

The U.S. Open Has Been Quietly Releasing Tickets for Its Popular Tournament

Alexander Zverev during his quarterfinal match against Botic van de Zandschulp on Wednesday.

NYT Business 6m ago

A Sprint to Decipher U.S.-Canada Tariffs: ‘Are Sprinkles on the List?’

President Trump’s levies on a long, eclectic list of products from Canada has companies scrambling to figure out if their supply chains are affected.

New York Times 7m ago

30-year fixed mortgage rate tops 7% for the first time in over a year

The average rate on the popular 30-year fixed mortgage crossed over 7% on Thursday for the first time since May 2025, hitting 7.07%, according to Mortgage News Daily. That is an increase of 10 basis points from Wednesday. A basis point equals 0.01%.

CNBC 14m ago

Mayors given power to bring in tourist tax to raise millions for local areas

Mayors given power to bring in tourist tax to raise millions for local areas Local leaders across England will be given freedom to set the rate - which has no upper limit - but it is understood that Labour's metro mayors have agreed it won't exceed 5% Mayors will be given the power to impose a tax on overnight stays that could raise tens of millions of pounds for local areas. Holidaymakers would be charged on a percentage of the bill for their trip, rather than a flat fee, to shield tourists...

Daily Mirror 17m ago