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)

BI Weekend: BlackRock Buys HPS, Salesforce Surge

BI Weekend: BlackRock Buys HPS, Salesforce Surge

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock buying the credit firm HPS in a $12 Billion all-stock de...

6 Des 202437min

TikTok Faces US Ban After Appeals Court Refuses to Block Law

TikTok Faces US Ban After Appeals Court Refuses to Block Law

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses TikTok facing a U.S ban. Tom Gimbel, Founder and B...

6 Des 202424min

Bitcoin Hits $100,000

Bitcoin Hits $100,000

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses Bitcoin hitting $100,000. Phil Serafino, Bloomberg Seni...

5 Des 202425min

Special Coverage: French Government Falls After Vote

Special Coverage: French Government Falls After Vote

Far-right leader Marine Le Pen teamed up with a left-wing coalition to topple the French government, pitching the country into a prolonged period of turbulence that’s likely to further unsettle invest...

4 Des 202418min

UnitedHealth Executive Fatally Shot

UnitedHealth Executive Fatally Shot

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Myles Miller, Managing Editor at Bloomberg News, gives reaction to the NYPD’s press conference after Brian Thompson, a longtime exe...

4 Des 202424min

Martial Law Declared in South Korea

Martial Law Declared in South Korea

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Daniel Ten Kate, Bloomberg Asia EcoGov Executive Editor, discusses South Korean President Yoon Suk Yeol declaring martial law. Nanc...

3 Des 202420min

Intel CEO Forced Out, France Turmoil

Intel CEO Forced Out, France Turmoil

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Intel’s management changes. Woo Jin Ho, Bloomberg Int...

2 Des 202448min

Bloomberg Intelligence: Black Friday Special

Bloomberg Intelligence: Black Friday Special

On this special Black Friday program, hosts Paul Sweeney and Caroline Hyde speak with Telsey Advisory Group CEO Dana Telsey for her outlook on spending this holiday season, National Tree Company CEO C...

29 Nov 202434min

Populært innen Business og økonomi

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