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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…

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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.”
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6 Comments

6 Comments

  1. @bob-007

    September 18, 2025 at 2:58 pm

    first! 🙂

  2. @cakeismtrader4227

    September 18, 2025 at 3:05 pm

    AMD is going to take over and they scared..

  3. @cakeismtrader4227

    September 18, 2025 at 3:08 pm

    If Palantir was to invest in one chip company I bet it would be AMD

  4. @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.

  5. @thelukaszgawelek

    September 18, 2025 at 8:03 pm

    <3

  6. @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.

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Bloomberg Technology

Tesla’s Sales Miss, Next Stage of NASA’s Moon Mission | Bloomberg Tech 4/2/2026

Bloomberg’s Tim Stenovec discusses the roller coaster for tech stocks as the market reacts to the ongoing conflict with Iran. Plus, Tesla posts one of its worst sales quarters in years, disappointing Wall Street even as the company tries to convince investors its future is in AI. And, NASA’s Artemis II crew prepares to fire…

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Bloomberg’s Tim Stenovec discusses the roller coaster for tech stocks as the market reacts to the ongoing conflict with Iran. Plus, Tesla posts one of its worst sales quarters in years, disappointing Wall Street even as the company tries to convince investors its future is in AI. And, NASA’s Artemis II crew prepares to fire their engines toward the moon.

Chapters:
00:00:00 – Intro
00:05:30 – Tesla’s EV Sales Miss Expectations Again
00:17:27 – Chime Targets Higher Earners With New Accounts
00:33:57 – Kyndryl Launches Agentic Service Management
——–
“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Bloomberg Technology

AI Needs to Be Controlled Properly: Kyndryl CEO

Kyndryl is launching a new service to help companies manage AI agents and get better returns from their investment on the tech. Kyndryl CEO Martin Schroeter joins Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and…

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Kyndryl is launching a new service to help companies manage AI agents and get better returns from their investment on the tech. Kyndryl CEO Martin Schroeter joins Tim Stenovec on “Bloomberg Tech.”
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Bloomberg Technology

Tesla Vehicle Sales Miss Expectations Again

Tesla posted one of its worst sales quarters in years, missing Wall Street’s expectations. Bloomberg’s Craig Trudell discusses Tesla’s struggles to turn around its core business. He joins Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde…

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Tesla posted one of its worst sales quarters in years, missing Wall Street’s expectations. Bloomberg’s Craig Trudell discusses Tesla’s struggles to turn around its core business. He joins Tim Stenovec on “Bloomberg Tech.”
——–
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