Amazon Rushes Out Latest AI Chip to Take on Nvidia, Google
Bloomberg Intelligence2 Des 2025

Amazon Rushes Out Latest AI Chip to Take on Nvidia, Google

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Amazon’s cloud unit racing to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia Corp. and Google.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Cyber Monday shopping results. According to Bloomberg Intelligence:
Walmart, Target and Macy's held Cyber Monday promotions steady vs. last year, with analysis finding deals largely unchanged for 57% of 81 retailers reviewed, while 17% offered deeper discounts and about a quarter pulled back -- suggesting margins can still align with 4Q expectations. Best Buy and Dick's also stayed firm, while Amazon.com and Kohl's went steeper and Old Navy, Nike and Wayfair scaled back.

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses latest on bids for Warner Bros Discovery. Warner Bros. Discovery Inc. fielded a second round of bids, including a mostly cash offer from Netflix Inc., in an auction that could wrap up in the coming days or weeks.

-Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York City casino license winners. According to Bloomberg Intelligence: Bally's, Hard Rock and Resorts World -- approved for New York City resort licenses -- face a narrow path to decent returns on investment, with analysis showing just 10%. Win and hotel-rate assumptions are 10-20% premiums to rivals' averages, yet greater construction costs leave preferred 20% ROI out of reach.

See omnystudio.com/listener for privacy information.

Episoder(3335)

Rates, Markets, and the Economy (Podcast)

Rates, Markets, and the Economy (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses Treasuries, TIPS, and the Fed. Drew Reading, Research Analyst with Bloomberg Intelligence, joins the show to break d...

21 Feb 202335min

Tesla, Markets, Bitcoin, and Deere (Podcast)

Tesla, Markets, Bitcoin, and Deere (Podcast)

Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins the program to discuss recent Tesla news and AutoNation earnings. Omar Aguilar, CEO and CIO at Schwab Asset Management, joins the p...

17 Feb 202344min

China Ban, ETFs, Hyatt, and Markets (Podcast)

China Ban, ETFs, Hyatt, and Markets (Podcast)

George Ferguson, Senior Aerospace/Defense & Airline Analyst with Bloomberg Intelligence, discusses Lockheed, Raytheon, and China. Kyle Balkissoon, Hennessy Funds ESG Large Cap ETF co-portfolio manager...

16 Feb 202347min

Elon Musk, Tech, Retail Sales, and Subway (Podcast)

Elon Musk, Tech, Retail Sales, and Subway (Podcast)

Dan Ives, Senior Equity Analyst at WedBush Securities, and Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, join the program for a tech roundtable. They talk about Elon Musk and Twitter, Air...

15 Feb 202345min

CPI, Auto Prices, Crypto, and ESG (Podcast)

CPI, Auto Prices, Crypto, and ESG (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses CPI, Treasuries, and the Fed. David Welch, Bloomberg News Detroit Bureau Chief, discusses his Big Take story on car ...

14 Feb 202342min

Flying Objects, Super Bowl Ads, Yield Curve, and NYC (Podcast)

Flying Objects, Super Bowl Ads, Yield Curve, and NYC (Podcast)

Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, discusses the China balloon incident, the latest on the ...

13 Feb 202342min

The UK, The BOJ, ETFs, and Nickel (Podcast)

The UK, The BOJ, ETFs, and Nickel (Podcast)

Jennifer Lee, Senior Economist at BMO Capital Markets, joins the program to discuss the Bank of Japan news, the UK narrowly avoiding a recession, and what it means for their central banks. Aneeka Gupt...

10 Feb 202341min

Disney, Markets, Hilton, and Kellogg (Podcast)

Disney, Markets, Hilton, and Kellogg (Podcast)

Geetha Ranganathan, US media analyst with Bloomberg Intelligence, joins the program to discuss Disney earnings, job cuts, and restructuring. Emily Rose McRae, Senior Director of Research at Gartner, j...

9 Feb 202344min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
utbytte
pengesnakk
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
lederpodden
okonomiamatorene
finansredaksjonen
rss-markedspuls-2
stormkast-med-valebrokk-stordalen
rss-andelige-tanker-med-camillo
rss-finanslunsj