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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 Pushes for Policies to Offset AI’s Impact | Bloomberg Tech 4/6/2026

Bloomberg’s Caroline Hyde and Ed Ludlow speak with OpenAI’s Chief Global Affairs Officer Chris Lehane about the company’s new policy proposals to help manage the rapid changes brought about by artificial intelligence. Plus, Oracle names a new CFO to help the company navigate massive data center development plans and a cash crunch. And, NASA’s Artemis…

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Bloomberg’s Caroline Hyde and Ed Ludlow speak with OpenAI’s Chief Global Affairs Officer Chris Lehane about the company’s new policy proposals to help manage the rapid changes brought about by artificial intelligence. Plus, Oracle names a new CFO to help the company navigate massive data center development plans and a cash crunch. And, NASA’s Artemis II is set to pass at the closest distance that humans have come to the lunar surface in 50 years.
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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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New Dark Comedy Takes Aim at Wannabee Tech Titan

AMC’s dark comedy The Audacity takes aim at the greed and cynicism of Silicon Valley. Executive Producer Jonathan Glatzer and actor Billy Magnussen discuss how real-world events imitate the show’s narrative with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full…

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AMC’s dark comedy The Audacity takes aim at the greed and cynicism of Silicon Valley. Executive Producer Jonathan Glatzer and actor Billy Magnussen discuss how real-world events imitate the show’s narrative with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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SpaceX Expected to Kick Off a Wave of Mega IPOs

SpaceX is preparing for its market debut at a valuation that could top $2 trillion, according to sources. It’s expected to be the first in a bumper crop of mega initial public offerings in the next 12 months. Lise Buyer, founder and partner at IPO advisory firm Class V Group, joins Caroline Hyde and Ed…

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SpaceX is preparing for its market debut at a valuation that could top $2 trillion, according to sources. It’s expected to be the first in a bumper crop of mega initial public offerings in the next 12 months. Lise Buyer, founder and partner at IPO advisory firm Class V Group, joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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