Bloomberg Technology
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.”
Bloomberg Technology
Microsoft’s Big Bets on AI Start to Pay Off
Microsoft Corp. reported better-than-expected cloud revenue, suggesting the company continues to reap the benefits of its massive investment in artificial intelligence. Sales at Azure were up 48%. Revenue from a commercial deal with OpenAI totaled $10 billion. Bloomberg’s Ed Ludlow and Anurag Rana of Bloomberg Intelligence report. ——– Like this video? Subscribe to Bloomberg Tech on…
Bloomberg Technology
Anthropic Weighs Offering 15%-20% of IPO to Retail Investors
Anthropic is weighing a retail offering of 15% to 20% of the shares available in the IPO, according to people familiar with the matter. Those sources say the company behind Claude has tapped JPMorgan Chase to lead the US retail offering. Bloomberg’s Ryan Gould discusses the plans with Ed Ludlow on “Bloomberg Tech.” ——– Like…
Bloomberg Technology
Investors Eye AI Payoff in Microsoft, Alphabet Earnings
Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg reports that Anthropic has tapped JPMorgan to lead the US retail offering for its potentially record-setting IPO. And, Apple is betting consumers…
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Microsoft’s Big Bets on AI Start to Pay Off
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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…..
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?