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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

SpaceXAI’s Grok Bot Gains Early Traction

SpaceXAI’s Grok Bot has topped 400,000 weekly users roughly a month after its launch, offering an early look at demand for Elon Musk’s push into AI agents. The product, which is separate from the flagship Grok chatbot, is designed to operate more like an always-on employee as SpaceXAI competes with OpenAI and Anthropic in the…

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SpaceXAI’s Grok Bot has topped 400,000 weekly users roughly a month after its launch, offering an early look at demand for Elon Musk’s push into AI agents. The product, which is separate from the flagship Grok chatbot, is designed to operate more like an always-on employee as SpaceXAI competes with OpenAI and Anthropic in the growing market for AI agents. Bloomberg Tech’s Ed Ludlow reports.
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Fei-Fei Li: AI’s Future Is ‘About Humans’

AI pioneer and World Labs CEO Fei-Fei Li discusses Atlas, the company’s latest world model designed to understand and generate 3D environments for applications spanning robotics, design and science. Li explains why spatial intelligence could become a major frontier beyond language models, and weighs in on the broader AI safety debate, arguing that humans must…

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AI pioneer and World Labs CEO Fei-Fei Li discusses Atlas, the company’s latest world model designed to understand and generate 3D environments for applications spanning robotics, design and science. Li explains why spatial intelligence could become a major frontier beyond language models, and weighs in on the broader AI safety debate, arguing that humans must remain in control and that independent benchmarks, academia, government and industry all have a role in evaluating increasingly powerful systems. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Can Silicon Valley Reinvent College for the AI Era?

The Horowitz Andreessen Academy is launching a new alternative to traditional college aimed at preparing young people for the AI economy. Backed by $42 million and supporters including Andreessen Horowitz, OpenAI, Anthropic, and Nvidia, the San Francisco-based program will focus on building with AI, interpersonal skills and hands-on projects rather than traditional majors. Founder and…

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The Horowitz Andreessen Academy is launching a new alternative to traditional college aimed at preparing young people for the AI economy. Backed by $42 million and supporters including Andreessen Horowitz, OpenAI, Anthropic, and Nvidia, the San Francisco-based program will focus on building with AI, interpersonal skills and hands-on projects rather than traditional majors. Founder and CEO Gagan Biyani joins Ed Ludlow on “Bloomberg Tech.”
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