Bloomberg Technology
Nvidia, Intel Deal Creates Risk for AMD, Arm: Mizuho’s Klein
Mizuho Americas Managing Director Jordan Klein discusses how Nvidia taking a stake in Intel would be “bad” for AMD and why it can add pressure to ARM. Klein joins Caroline Hyde on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of “Bloomberg Technology” with Caroline…
Bloomberg Technology
Silicon Data Raises $30.5M to Benchmark AI Compute
Silicon Data has raised $30.5 million to expand its pricing and performance benchmarks for the rapidly growing AI compute market. CEO Carmen Li joins Bloomberg to discuss the company’s ambition to become an “independent referee” for compute, CME’s planned GPU futures tied to Silicon Data benchmarks, and what its data says about the value and…
Bloomberg Technology
CoreWeave, Supermicro Lead Tech Stocks Higher on Results | Bloomberg Tech 8/12/2026
Bloomberg’s Ed Ludlow breaks down positive earnings results from CoreWeave and Supermicro, showing the booming AI market continues to bolster their sales. Plus, Silicon Data raises new funding and puts it to work on building independent benchmarks for AI compute. And, investors are betting AI music startup Suno can be the next Spotify despite concerns…
Bloomberg Technology
Foundation Capital Bets on AI’s ‘Great Reorg’
AI is driving enormous early-stage valuations, but Foundation Capital General Partner Joanne Chen says venture investors still need discipline when backing companies before they have products or customers. Chen joins Bloomberg to discuss how the firm identifies exceptional founders and her view that AI will reorganize companies and remove bottlenecks rather than simply eliminate jobs.…
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Silicon Data Raises $30.5M to Benchmark AI Compute
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@bob-007
September 18, 2025 at 2:58 pm
first! 🙂
@cakeismtrader4227
September 18, 2025 at 3:05 pm
AMD is going to take over and they scared..
@cakeismtrader4227
September 18, 2025 at 3:08 pm
If Palantir was to invest in one chip company I bet it would be AMD
@jzak5723
September 18, 2025 at 6:11 pm
If the deal was bad for AMD, it’s stock today would never have recovered virtually everything it lost in the last day or so. Investment funds piled into AMD today, you can be sure of that, because they were just waiting for a major pullback, and they got it.
@thelukaszgawelek
September 18, 2025 at 8:03 pm
<3
@aacasd
September 18, 2025 at 9:12 pm
If AMD continues to run without building relationships and partnerships they will fail. AMD already has just 5 to 7% market share, and it wont take much efforts to wipe that down further with strengthening Nvidia and Intel partnerships. AMD has made bad decisions to not hiring enough software developers even now to support ROCm development. Beside ROCm there is enterprise software integration with ROCm, qualification and certification, benchmarking together with enterprise sotftware companies and also have refernce guides which help customers make purchasing decisions.
AMD back to back makes bad decisions by not partnering.