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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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Bloomberg Technology

Dazzle Wants to Turn Your Camera Roll Into an AI Assistant

Dazzle is betting the next generation of personal AI should know more about you before you even ask a question. The startup uses photos and screenshots in a user’s camera roll to understand their interests, relationships, travel and belongings — then helps take actions, from finding a product and arranging a repair to planning activities…

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Dazzle is betting the next generation of personal AI should know more about you before you even ask a question. The startup uses photos and screenshots in a user’s camera roll to understand their interests, relationships, travel and belongings — then helps take actions, from finding a product and arranging a repair to planning activities or adding an event to a calendar. Dazzle CEO Marissa Mayer joins Ed Ludlow for more on “Bloomberg Tech.”
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Sequoia, Nvidia Back Mecka AI’s Robotics Push

Mecka AI has raised $60 million in Series B funding led by Sequoia Capital, with backing from Nvidia, Microsoft’s M12 and Qualcomm, as it builds technology to help robots understand and operate in the physical world. CEO and cofounder Josh Gao discusses the enormous data challenge facing robotics, how Mecka captures everything from physical interactions…

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Mecka AI has raised $60 million in Series B funding led by Sequoia Capital, with backing from Nvidia, Microsoft’s M12 and Qualcomm, as it builds technology to help robots understand and operate in the physical world. CEO and cofounder Josh Gao discusses the enormous data challenge facing robotics, how Mecka captures everything from physical interactions to force and pressure, and why scaling physical AI will require major investments across sensors, infrastructure and real-world data collection. He joins Ed Ludlow on “Bloomberg Tech.”
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BofA Sees Strong Demand for OpenAI, Anthropic IPOs

Bank of America’s JD Moriarty says public markets have the capacity to absorb massive potential IPOs from companies including OpenAI and Anthropic, pointing to SpaceX’s listing as evidence of strong institutional and retail demand for transformational technology companies. He discusses how abundant private capital has changed the traditional IPO playbook and what the pipeline could…

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Bank of America’s JD Moriarty says public markets have the capacity to absorb massive potential IPOs from companies including OpenAI and Anthropic, pointing to SpaceX’s listing as evidence of strong institutional and retail demand for transformational technology companies. He discusses how abundant private capital has changed the traditional IPO playbook and what the pipeline could mean for tech listings next year. He joins Ed Ludlow on “Bloomberg Tech.”
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