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What Texas Instruments, AMD Earnings Signal About Chip Industry

Apr.27 — Bloomberg’s Ed Ludlow breaks down the earnings reports from Texas Instruments and Advanced Micro Devices and discusses what they suggest about the state of the global chip supply shortage. He speaks with Bloomberg’s Emily Chang on “Bloomberg Technology.”

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Apr.27 — Bloomberg’s Ed Ludlow breaks down the earnings reports from Texas Instruments and Advanced Micro Devices and discusses what they suggest about the state of the global chip supply shortage. He speaks with Bloomberg’s Emily Chang on “Bloomberg Technology.”

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4 Comments

4 Comments

  1. mrPmj00

    April 27, 2021 at 10:18 pm

    – Buy #1 Nvidia
    – For streaming stocks, BUY Amazon Prime, Disney +, Netflix.

    Profitable companies are Amazon, Apple, Facebook, Nvidia, Microsoft, Netflix, Zoom so these are the stocks you want to own.
    Also buy Wells Fargo, Disney for the recovery…..

  2. Giwan Kim

    April 27, 2021 at 11:28 pm

    As a software engineer, I believe AMD is a complement to Intel in that both companies produce chips using x86 architecture made for and during the days people wrote assembly (look at the source code for MS-DOS 1.0 and 2.0). The real competitor is Arm with its more modern ARM architecture that is more energy efficient, simpler, and better suited for optimization by modern compilers. Just look at the Apple M1 chip. It is ARM64.

    • patrick zhang

      April 27, 2021 at 11:54 pm

      ARM is definitely the future but dont discount the fact how versatile AMD and Intel are. They can also pivot to ARM afterward

    • G. E. B.

      April 27, 2021 at 11:59 pm

      AMD has an ARM license and can make ARM as long as they want (they are working with Samsung and ARM right now). Nothing is more efficient than FPGA. Have you heard of Xilinx?

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SpaceX May Buy Data From Failed Startups for AI Models

Elon Musk’s SpaceX has held internal discussions about buying customer and operational information from troubled or defunct startups, according to people familiar with the matter. That data could help improve its artificial intelligence models. Ed Ludlow reports. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech”…

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Elon Musk’s SpaceX has held internal discussions about buying customer and operational information from troubled or defunct startups, according to people familiar with the matter. That data could help improve its artificial intelligence models. Ed Ludlow reports.
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AI Wealth Boom Leaves Out Silicon Valley’s Jobless Tech Workers

As the global AI debate heats up, another major AI-related discussion is roiling the US tech capital: Who is reaping the financial benefits of the AI boom, and who is missing out? As the coming IPOs of Anthropic and OpenAI are set to bring wealth to San Francisco, a recent gathering of laid-off workers highlight…

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As the global AI debate heats up, another major AI-related discussion is roiling the US tech capital: Who is reaping the financial benefits of the AI boom, and who is missing out? As the coming IPOs of Anthropic and OpenAI are set to bring wealth to San Francisco, a recent gathering of laid-off workers highlight the flip side of the AI boom. Bloomberg’s California reporter Francesca Maglione joins Ed Ludlow on “Bloomberg Tech.”
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The Case for AI Guardrails Without a Slowdown

AI is helping companies build faster, but as competition at the frontier intensifies, should there be limits on how much risk companies can take to stay ahead? Karen McCormick, chief investment officer at Beringea, argues the answer isn’t slowing innovation, but establishing common guardrails around testing, cybersecurity, and incident reporting. She joins Ed Ludlow on…

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AI is helping companies build faster, but as competition at the frontier intensifies, should there be limits on how much risk companies can take to stay ahead? Karen McCormick, chief investment officer at Beringea, argues the answer isn’t slowing innovation, but establishing common guardrails around testing, cybersecurity, and incident reporting. She joins Ed Ludlow on “Bloomberg Tech.”
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