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Tesla Throws Down Gauntlet for Competitors, Sanford Bernstein

Oct.22 — Sanford C. Bernstein Senior Research Analyst Mark Newman says Tesla’s 3Q results is supportive for battery demand. He was speaking with Rishaad Salamat and Tom Mackenzie on “Bloomberg Markets: Asia.”

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Oct.22 — Sanford C. Bernstein Senior Research Analyst Mark Newman says Tesla’s 3Q results is supportive for battery demand. He was speaking with Rishaad Salamat and Tom Mackenzie on “Bloomberg Markets: Asia.”

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6 Comments

6 Comments

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    October 23, 2020 at 1:06 am

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Bloomberg Technology

OpenAI Unveils First Custom AI Chip With Broadcom | Bloomberg Tech 6/24/2026

Bloomberg’s Ed Ludlow takes a look at OpenAI’s first custom AI chip, called Jalapeno, developed in partnership with Broadcom. Plus, SK Hynix is planning to raise $29 billion in a landmark US listing. And, Cerebras CEO Andrew Feldman weighs in on the company’s first quarterly earnings since going public. Chapters: 00:00:00 – Bloomberg Tech Begins…

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Bloomberg’s Ed Ludlow takes a look at OpenAI’s first custom AI chip, called Jalapeno, developed in partnership with Broadcom. Plus, SK Hynix is planning to raise $29 billion in a landmark US listing. And, Cerebras CEO Andrew Feldman weighs in on the company’s first quarterly earnings since going public.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:14 – Seth Fiegerman, Bloomberg News
00:03:53 – Peter Elstrom, Bloomberg News
00:06:34 – Celine Woo, Lazard Asset Management
00:13:47 – Brody Ford, Bloomberg News
00:19:38 – Rebecca Torrence, Bloomberg News
00:24:00 – Paula Seligson, Bloomberg News
00:26:20 – David George, Andreessen Horowitz
00:38:24 – Andrew Feldman, Cerebras CEO
——–
“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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Bloomberg Technology

Andreessen’s George Says SpaceX Has Path to AI in Space

David George, a general partner at Andreessen Horowitz LLC and early SpaceX investor, says Elon Musk’s newly public company has the capability to pull off the big bet on artificial-intelligence computing capacity in space. He speaks with Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the…

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David George, a general partner at Andreessen Horowitz LLC and early SpaceX investor, says Elon Musk’s newly public company has the capability to pull off the big bet on artificial-intelligence computing capacity in space. He speaks with Ed Ludlow on “Bloomberg Tech.”
——–
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Why AI Makes Memory Demand Less Cyclical

Celine Woo, portfolio manager and analyst at Lazard Asset Management, explains why the firm sees opportunities not on the largest AI capex spenders, but on where that capital flows, the hardware supply chain companies enabling AI infrastructure. She joins Ed Ludlow to discuss on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on…

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Celine Woo, portfolio manager and analyst at Lazard Asset Management, explains why the firm sees opportunities not on the largest AI capex spenders, but on where that capital flows, the hardware supply chain companies enabling AI infrastructure. She joins Ed Ludlow to discuss on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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