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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

AI Anxiety Collides With the Midterms

Artificial Intelligence anxiety is moving from Silicon Valley into the political arena ahead of the midterm elections. Concerns that began with jobs and the enormous sums pouring into AI have spread to increasingly powerful models, with some industry leaders calling for stronger guardrails. Ed Ludlow looks at how those fears are colliding with Washington’s push…

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Artificial Intelligence anxiety is moving from Silicon Valley into the political arena ahead of the midterm elections. Concerns that began with jobs and the enormous sums pouring into AI have spread to increasingly powerful models, with some industry leaders calling for stronger guardrails. Ed Ludlow looks at how those fears are colliding with Washington’s push to maintain America’s AI lead.
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Bitcoin Is at Beginning a Bull Market, Says Strategy’s Saylor

In an exclusive interview from DC Fintech Week, Strategy founder and Executive Chairman Michael Saylor says Bitcoin is at the beginning of a bull market thanks to favorable regulation and accelerating bank adoption. He speaks on “Bloomberg Crypto.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of…

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In an exclusive interview from DC Fintech Week, Strategy founder and Executive Chairman Michael Saylor says Bitcoin is at the beginning of a bull market thanks to favorable regulation and accelerating bank adoption. He speaks on “Bloomberg Crypto.”
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Bloomberg Technology

Chip Selloff Spreads Globally, Apple Makes Smart Home Push

Bloomberg’s Ed Ludlow breaks down the accelerating chip selloff as pressure spreads from Asia to the US. Plus, Apple releases a new line of smart home devices including its HomeView Hub, the centerpiece of its push to challenge Amazon and Google in that space. And, Meta releases a new AI model which it says has…

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Bloomberg’s Ed Ludlow breaks down the accelerating chip selloff as pressure spreads from Asia to the US. Plus, Apple releases a new line of smart home devices including its HomeView Hub, the centerpiece of its push to challenge Amazon and Google in that space. And, Meta releases a new AI model which it says has “frontier capabilities” as it vies to take on OpenAI and Anthropic.

00:00:00 – Bloomberg Tech Begins
00:01:08 – Peter Elstrom, Bloomberg News
00:03:53 – Kristina Hooper, Man Group
00:09:15 – Mark Gurman, Bloomberg News
00:12:41 – Riley Griffin, Bloomberg News
00:17:12 – Nandan Nilekani, Infosys
00:19:40 – Loren Grush, Bloomberg News
00:23:05 – Ryan Vlastelica, Bloomberg News
00:23:49 – Rodrigo Liang, Sambanova CEO
00:33:49 – Tom Linebarger, Mainspring Energy
00:40:28 – Jason Schreier, Bloomberg News
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“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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