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Wedbush’s Ives Sees ‘Arms Race’ in Chip Industry

Feb.12 — Dan Ives, Wedbush Securities managing director, discusses the objections by big tech companies toward Nvidia Corp.’s acquisition of Arm. He speaks with Taylor Riggs on “Bloomberg Technology.”

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Feb.12 — Dan Ives, Wedbush Securities managing director, discusses the objections by big tech companies toward Nvidia Corp.’s acquisition of Arm. He speaks with Taylor Riggs on “Bloomberg Technology.”

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9 Comments

9 Comments

  1. mrpmj00

    February 13, 2021 at 1:00 am

    buy , NVIDIA, QUALCOM, AMAZON, APPLE, Wells Fargo, FACEBOOK
    long-term losers, mark my words: gamestop, hertz, bitcoin, tesla
    long-term winners: buy AMAZON, APPLE, FACEBOOK, NVIDIA

    capitol riot means a covid19 petri dish; we need another lockdown.
    we have Amazon Prime streaming and don’t need to travel mass shooting (gun sales doubled in 2020), police killing like

    George Floyd, and exploding RVs like in Nashville, capitol rioters bringing pipe bombs

  2. James Campbell

    February 13, 2021 at 1:04 am

    0:24
    vom.in.net

  3. Jiang zhu

    February 13, 2021 at 3:26 am

    The shortages are not due to China trade disputes, this guy is repeating garbage he’s fed from some dumb analyst. Primary factors are supply continuity disruptions from lockdowns and decreased mobility from covid, materials shortages due to several large plant failures, fires, and outages- and increased enterprise demand from telecom, EV, mobile, and cloud…this guy clearly has an agenda he’s trying to feed everyone

  4. Nia Sayamuongbo

    February 13, 2021 at 3:36 am

    I ???? the video…so Amazing

    Happy Valentine’s Day ????????????????

  5. 卓賀門hooman

    February 13, 2021 at 3:54 am

    cvendish pay cash onethrid more

    • 卓賀門hooman

      February 13, 2021 at 3:57 am

      make it in thame chips

  6. Dirk Diggler

    February 13, 2021 at 7:25 am

    REMINDER that this genius was also shorting tesla a while back

  7. Chris marshall

    February 13, 2021 at 7:50 am

    ARM should remain independent

  8. Jerome Parnell

    February 15, 2021 at 2:36 am

    Potato or Nacho?

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Bloomberg Technology

Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…

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Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
00:14:09 – Bloomberg’s Patrick Howell O’Neill on Anthropic’s AI Models Hacking Organizations in Testing
00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
00:32:43 – President Donald Trump Holds Cabinet Meeting from Camp David
00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
——–
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Bloomberg Technology

Moonshot’s Kimi Built With Nvidia Compute

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…

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Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir

Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…

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Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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