Tech Disruptors

“We literally have CEOs on public earnings calls saying that their revenue is lower than it would have been because they couldn’t serve all of the demand that they have,” says Adam Selipsky, co-founder and CEO of Helix Digital Infrastructure and former AWS CEO. In this episode of Tech Disruptors, Selipsky and co-founder Waldemar Szlezak, global head of Digital Infrastructure at KKR, speak with Bloomberg Intelligence associate director of research Alexandra Davidov and senior technology analyst Anurag Rana to discuss how Helix is addressing the bottleneck in physical AI scaffolding. They explain why traditional, uncoordinated data-center projects fail, how strategic partnerships with Vistra and Nvidia provide a single-counterparty solution and what it takes to build repeatable, long-term compute capacity at scale.

“For what we call our essential services, that’s what supports critical infrastructure, we have to be able to apply a change within 24 hours. Now, think about the implications of that to how you build and deliver, build, package, deliver software,” says Lori Beer, JPMorgan Chase global CIO. In this episode of Tech Disruptors, Beer and Alison Williams, Bloomberg Intelligence director of research, global strategy, explore the double-edged sword of AI in cybersecurity, from offensive model threats to automated vulnerability detection. Beer outlines the bank’s proactive posture, the importance of open-source hygiene, and how AI-driven speed is transforming defenses for global financial systems.

“The searches that you’re doing on Claude require the consumption of energy and at some point the system should hit a breaking point,” says George Bilicic, Lazard vice chairman of investment banking and global head of power, energy and infrastructure. Bilicic joins Bloomberg Intelligence’s Alexandra Davidov and Rob Barnett on this episode of the Tech Disruptors podcast to discuss why AI and data-center demand are reshaping the outlook for utilities, power markets and infrastructure investment. They also explore why the next phase of the build-out will require more than simply adding generation wherever demand appears. The conversation covers financing, M&A, grid constraints, gas, renewables, storage, nuclear, permitting and Lazard’s latest work on the levelized cost of energy (LCOE).

“One of the things that’s been universally true ... is the human desire to travel is really strong. It’s very consistent,” says James Waters, chief business officer of Booking.com. Waters joins Bloomberg Intelligence analyst Nicole D’Souza on this episode of the Tech Disruptors podcast to discuss the outlook for global travel demand. They also explore the effect of macroeconomic and geopolitical trends on the industry and how Booking.com is using AI to enhance trip planning, customer service and marketing. The conversation examines the company’s competitive positioning, loyalty strategy and growth in alternative accommodations and experiences, as well as how Booking is preparing for an AI-driven future in travel.

The chip design industry continues to push the frontier of semiconductor power, performance and area. On this episode of the Tech Disruptors podcast, Synopsys Vice President of AI and Machine Learning Thomas Andersen discusses the evolution of the company’s AI portfolio. He joins Bloomberg Intelligence analyst Niraj Patel to explain how Synopsys progressed from leveraging AI through reinforcement learning across design, verification and test workflows to introducing AgentEngineer, a multi-agent AI-orchestrated workflow. Andersen also discusses the intersection of simulation and electronic design automation (EDA), the role of humans in the loop for chip design, AI’s current shortcomings, the pace of AI-tool adoption, the industry’s path beyond Moore’s law and much more.