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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

OpenAI Hack Is Day One of AI Cybersecurity: HackerOne

OpenAI’s AI hacking incident has sparked new questions about the future of cybersecurity, but HackerOne CEO Kara Sprague says the episode should be viewed as a success, not a failure. She joins Bloomberg to explain why stress-testing advanced AI models is essential, what defenders can learn from the incident, and why organizations need to prepare…

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OpenAI’s AI hacking incident has sparked new questions about the future of cybersecurity, but HackerOne CEO Kara Sprague says the episode should be viewed as a success, not a failure. She joins Bloomberg to explain why stress-testing advanced AI models is essential, what defenders can learn from the incident, and why organizations need to prepare for a new era of AI-powered cyber threats. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

OpenAI AI Models Hack Hugging Face During Test

OpenAI says one of its most advanced AI models unexpectedly hacked Hugging Face during a controlled cybersecurity test, raising new questions about the capabilities, and risks, of next-generation AI. Bloomberg’s Rachel Metz breaks down what happened and why the incident is likely to intensify the debate over AI safety and regulation. She joins Ed Ludlow…

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OpenAI says one of its most advanced AI models unexpectedly hacked Hugging Face during a controlled cybersecurity test, raising new questions about the capabilities, and risks, of next-generation AI. Bloomberg’s Rachel Metz breaks down what happened and why the incident is likely to intensify the debate over AI safety and regulation. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

OpenAI’s AI Hack, AMD’s Anthropic Bet & Apple’s Next Macs | Bloomberg Tech 7/22/2026

Bloomberg’s Ed Ludlow breaks down the news of OpenAI’s advanced AI models unexpectedly hacking Hugging Face’s system during testing, raising fresh concerns about AI safety. Plus, AMD is making a big bet by investing up to $5 billion in Anthropic. And Apple is readying a major overhaul to its Mac lineup beginning later this year,…

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Bloomberg’s Ed Ludlow breaks down the news of OpenAI’s advanced AI models unexpectedly hacking Hugging Face’s system during testing, raising fresh concerns about AI safety. Plus, AMD is making a big bet by investing up to $5 billion in Anthropic. And Apple is readying a major overhaul to its Mac lineup beginning later this year, as Samsung makes its biggest consumer hardware push of the year at its Galaxy Unpacked event.

00:00:00 – Bloomberg Tech Begins
00:01:30 – Rachel Metz, Bloomberg News
00:04:49 – Kara Sprague, Hackerone CEO
00:11:43 – Sara Araghi, Franklin Venture
00:20:12 – Dina Bass, Bloomberg News
00:23:22 – Mark Gurman, Bloomberg News
00:34:24 – Nela Richardson, ADP
00:39:12 – Brody Ford, Bloomberg News
00:41:03 – Kurt Wagner, Bloomberg News
——–
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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