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Wedbush’s Ives Sees ‘Arms Race’ in Chip Industry

Feb.12 — Dan Ives, Wedbush Securities managing director, discusses the objections by big tech companies toward Nvidia Corp.’s acquisition of Arm. He speaks with Taylor Riggs on “Bloomberg Technology.”

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Feb.12 — Dan Ives, Wedbush Securities managing director, discusses the objections by big tech companies toward Nvidia Corp.’s acquisition of Arm. He speaks with Taylor Riggs on “Bloomberg Technology.”

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9 Comments

9 Comments

  1. mrpmj00

    February 13, 2021 at 1:00 am

    buy , NVIDIA, QUALCOM, AMAZON, APPLE, Wells Fargo, FACEBOOK
    long-term losers, mark my words: gamestop, hertz, bitcoin, tesla
    long-term winners: buy AMAZON, APPLE, FACEBOOK, NVIDIA

    capitol riot means a covid19 petri dish; we need another lockdown.
    we have Amazon Prime streaming and don’t need to travel mass shooting (gun sales doubled in 2020), police killing like

    George Floyd, and exploding RVs like in Nashville, capitol rioters bringing pipe bombs

  2. James Campbell

    February 13, 2021 at 1:04 am

    0:24
    vom.in.net

  3. Jiang zhu

    February 13, 2021 at 3:26 am

    The shortages are not due to China trade disputes, this guy is repeating garbage he’s fed from some dumb analyst. Primary factors are supply continuity disruptions from lockdowns and decreased mobility from covid, materials shortages due to several large plant failures, fires, and outages- and increased enterprise demand from telecom, EV, mobile, and cloud…this guy clearly has an agenda he’s trying to feed everyone

  4. Nia Sayamuongbo

    February 13, 2021 at 3:36 am

    I ???? the video…so Amazing

    Happy Valentine’s Day ????????????????

  5. 卓賀門hooman

    February 13, 2021 at 3:54 am

    cvendish pay cash onethrid more

    • 卓賀門hooman

      February 13, 2021 at 3:57 am

      make it in thame chips

  6. Dirk Diggler

    February 13, 2021 at 7:25 am

    REMINDER that this genius was also shorting tesla a while back

  7. Chris marshall

    February 13, 2021 at 7:50 am

    ARM should remain independent

  8. Jerome Parnell

    February 15, 2021 at 2:36 am

    Potato or Nacho?

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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…

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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 own targets.

Chapters:
00:00:00 – Intro
00:10:44 – OpenAI CFO Sees ‘Vertical Wall of Demand’
00:17:41 – Twilio CEO Khozema Shipchandler
00:26:50 – Roblox CEO David Baszucki
——–
“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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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…

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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.”
——–
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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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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 “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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