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(3318)

Deadly Plane Crash Near DC Airport; Tesla Earnings

Deadly Plane Crash Near DC Airport; Tesla Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Kit Darby, President of KitDarby Aviation Consulting, on the DC plane/helicopter crash. Sylvia Jablonski, CEO and CIO of Def...

30 Jan 202519min

Bonus Episode: Tesla, Meta and Microsoft Earnings

Bonus Episode: Tesla, Meta and Microsoft Earnings

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with: Bloomberg Intelligence Senior Technology Analyst Mandeep Singh Blo...

29 Jan 202552min

Instant Reaction: Jay Powell on the Fed Decision

Instant Reaction: Jay Powell on the Fed Decision

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillanc...

29 Jan 202526min

T-Mobile Earnings Beat Projections

T-Mobile Earnings Beat Projections

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. T-Mobile CEO Mike Sievert, discusses company earnings.Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for pri...

29 Jan 202511min

US Consumer Confidence Falls

US Consumer Confidence Falls

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Broadcasting Live from BAM Mutual*Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confide...

28 Jan 202544min

Global Tech Selloff, DeepSeek Buzz

Global Tech Selloff, DeepSeek Buzz

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Chinese AI startup DeepSeek's new model raising que...

27 Jan 202520min

Bonus Episode: What Is DeepSeek and Why Is It Sinking Stocks?

Bonus Episode: What Is DeepSeek and Why Is It Sinking Stocks?

In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, r...

27 Jan 20258min

BI Weekend: Netflix Earnings, Energy Outlook (Podcast)

BI Weekend: Netflix Earnings, Energy Outlook (Podcast)

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Todd Gillespie, Bloomber...

24 Jan 202537min

Populært innen Business og økonomi

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