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
Tech Mostly Higher After Democrats Win Control of Congress
Bloomberg’s Carol Massar takes a look at what a blue wave means for the tech sector after Democrats won control of the US House and Senate in the midterm elections. Plus, AMD’s forecast exceeds estimates as chip demand soars, showing the semiconductor supercycle still has legs. And the AI capital raise continues, as Meta kicks…
Bloomberg Technology
Data Center Buildout Could Help Energy Prices
Data centers can be assets to energy resources and the power grid, says Arushi Sharma Frank, founder and CEO of Luminary Strategies. The former US energy market policy lead at Tesla discusses how the midterm results could impact the AI buildout, and why Elon Musk’s plan to put data centers in space offers diversification for…
Bloomberg Technology
AI Buildout Faces Upheaval After US Election Rout
Democrat Gina Hinojosa’s win in the Texas governor’s race exemplifies the uphill battle the data center buildout could face in the wake of the midterms. Election results threaten to slow infrastructure development and hamper the pace of AI rollouts that companies are counting on to boost their bottom lines. Bloomberg’s Brody Ford joins Carol Massar…
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Tech Mostly Higher After Democrats Win Control of Congress
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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.