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
Gopuff Chose xAI For Cost and Quality, Says Co-CEO
As SpaceXAI heads toward its IPO, investors are betting on more than rockets and chatbots: the company says enterprise AI represents a $26 trillion opportunity. But can Grok actually win corporate customers? One of the few companies putting it to work is Gopuff, which built its new AI shopping assistant on xAI’s models. Gopuff co-CEO…
Bloomberg Technology
SpaceX Investors Bet It Can Turn Sci-Fi Into Reality
Much of SpaceX’s growth forecast hinges on ideas that seem straight out of science fiction, but backers of Elon Musk say he’s pulled off the unbelievable before. Brett Winton, chief futurist at ARK Invest, one of the most prominent institutional supporters of Musk’s firms, joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like…
Bloomberg Technology
SpaceX IPO Draws More Than $70B in Retail Orders | Bloomberg Tech 6/11/2026
Bloomberg’s Caroline Hyde and Ed Ludlow discuss SpaceX gearing up to finalize its IPO pricing today. This as its offering attracts more than $70 billion in orders from retail investors. Plus, Oracle is under pressure after the company reported higher quarterly capital expenses than expected, raising investor concerns about the profitability of the AI infrastructure…
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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.