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
Apple Forecasts Sales Growth Amid Memory Shortage | Bloomberg Tech 5/1/2026
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s strong outlook amid the continued memory supply crunch. Plus, Roblox CEO Dave Baszucki discusses the gaming platform’s “aggressive push to enhance safety” that tempered user growth. And, Bloomberg spoke with OpenAI CFO Sarah Friar who pushes back on a report that the AI leader is missing its…
Bloomberg Technology
Roblox Shares Dive on Slower User Growth
Roblox stock plummeted after the company slashed its full-year bookings forecast, admitting that new age-verification and child-safety features are creating major short-term friction for user growth. Roblox CEO Dave Baszucki joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes…
Bloomberg Technology
Twilio CEO on Its ‘Milestone Quarter’
Twilio reported its fastest revenue growth in over three years, fueled by a massive surge in AI-driven demand. Twilio CEO Khozema Shipchandler discussed what he called a “milestone quarter” with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of…
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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.