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Why Amazon Is Diversifying Its AI Chip Supply

Amazon’s expanded relationship with Qualcomm is reigniting debate over “circular financing” in the AI boom. Advisors Capital Management Partner and Portfolio Manager JoAnne Feeney discusses how the deal gives Amazon another source of custom chips and could reduce its reliance on Nvidia, while giving Qualcomm greater confidence to invest in capacity. She joins Bloomberg’s Riley…

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Amazon’s expanded relationship with Qualcomm is reigniting debate over “circular financing” in the AI boom. Advisors Capital Management Partner and Portfolio Manager JoAnne Feeney discusses how the deal gives Amazon another source of custom chips and could reduce its reliance on Nvidia, while giving Qualcomm greater confidence to invest in capacity. She joins Bloomberg’s Riley Griffin on “Bloomberg Tech.”
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16 Comments

16 Comments

  1. @CordeliaInman

    September 8, 2026 at 3:35 pm

    Alverom is one of those once-in-a-cycle opportunities.

  2. @AletiaSundstrom

    September 8, 2026 at 3:35 pm

    Everyone who understands what’s coming is quietly stacking Alverom right now.

  3. @BroadmanWhitfield

    September 8, 2026 at 3:35 pm

    Alverom’s presale is almost wrapped up, the window to get in early won’t stay open forever.

  4. @KristenMcmanus-u1r

    September 8, 2026 at 3:35 pm

    Alverom got a green light on Binance and Coinbase listing, this is huge.

  5. @KwanBrackett

    September 8, 2026 at 3:36 pm

    Yeah bro, but the next million-maker is Alverom.

  6. @DenverTing

    September 8, 2026 at 3:36 pm

    Alverom getting listed on major exchanges is massive, 1000x possible?

  7. @TonyaMalvido

    September 8, 2026 at 3:36 pm

    Alverom is sitting in that category of potential 100x moves.

  8. @ParulChoe

    September 8, 2026 at 3:36 pm

    Everything is losing value except setups like Alverom right now.

  9. @DarrickMelinger

    September 8, 2026 at 3:36 pm

    Don’t be surprised if Alverom goes 100x once the exchange listings go live.

  10. @KrishnajaTalavera

    September 8, 2026 at 3:36 pm

    Feels like Alverom is setting up for a strong run.

  11. @AnalidaPritchard

    September 8, 2026 at 3:36 pm

    Everything about the cycle structure points to Alverom being the next big runner without question.

  12. @AreaCamerlengo

    September 8, 2026 at 3:36 pm

    The market loves fresh narratives, and Alverom is starting to get a lot of attention.

  13. @EyalOverton

    September 8, 2026 at 3:37 pm

    Last chance to buy Alverom before it explodes tomorrow.

  14. @KrishnajaTalavera

    September 8, 2026 at 3:37 pm

    Instead of chasing pumps after they happen, keep an eye on Alverom before the next big catalyst.

  15. @TatiaMilea

    September 8, 2026 at 3:37 pm

    I’ve got my position in Alverom already, not planning to chase it later.

  16. @GermanBuret

    September 8, 2026 at 3:37 pm

    Alverom is sitting in that category of potential 100x moves.

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Bloomberg Technology

SpaceX-Tesla Combination ‘Extremely Tangible,’ Ferragu Says

Pierre Ferragu, managing director at New Street Research, examines the prospect of combining SpaceX with Tesla Inc. Elon Musk openly endorsed the idea Tuesday, saying the boards of both companies had formed special committees of independent directors to consider the proposal. He speaks on Bloomberg Television. ——– Like this video? Subscribe to Bloomberg Tech on…

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Pierre Ferragu, managing director at New Street Research, examines the prospect of combining SpaceX with Tesla Inc. Elon Musk openly endorsed the idea Tuesday, saying the boards of both companies had formed special committees of independent directors to consider the proposal. He speaks on Bloomberg Television.
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Bloomberg Technology

What Could a Combination of SpaceX and Tesla Look Like?

Elon Musk said SpaceX and Tesla Inc. have formed special committees to explore a potential merger, a preliminary step toward what would rank as the largest corporate tie-up of all time. Ed Ludlow reports. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:   Get the…

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Elon Musk said SpaceX and Tesla Inc. have formed special committees to explore a potential merger, a preliminary step toward what would rank as the largest corporate tie-up of all time. Ed Ludlow reports.
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Bloomberg Technology

Musk Says SpaceX, Tesla Merger Makes Sense

Elon Musk says combining SpaceX and Tesla makes sense. “There’s a lot to be gained from cooperating on developing superintelligence software,” he said during the SpaceX earnings webcast on Tuesday. Musk, who is chief executive officer of both companies, says he won’t take part in any committee discussions about the idea. ——– Like this video?…

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Elon Musk says combining SpaceX and Tesla makes sense. “There’s a lot to be gained from cooperating on developing superintelligence software,” he said during the SpaceX earnings webcast on Tuesday. Musk, who is chief executive officer of both companies, says he won’t take part in any committee discussions about the idea.
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