TSMC Forecast Lifts Peers on Robust AI Demand

TSMC Forecast Lifts Peers on Robust AI Demand

Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute, and hunts for hardware partners across data centers and consumer devices. And New York City Mayor Zohran Mamdani sues a delivery tech company, accusing it of breaking local worker-protection laws.

See omnystudio.com/listener for privacy information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(1130)

Introducing: Bloomberg Money

Introducing: Bloomberg Money

Bloomberg Money is a new, weekly podcast focused on YOUR money. Listen for wealth strategies, retirement tips and a personal finance insights. Join Tom Keene and Scarlet Fu for new episodes every Frid...

29 Aug 30s

Fed Focus, Anthropic Victory and PayPal Deal Bust

Fed Focus, Anthropic Victory and PayPal Deal Bust

Bloomberg’s Tim Stenovec zeroes in on Jackson Hole after Fed Chairman Kevin Warsh delivered his first address at the Symposium. Plus, a US judge rules that the Trump administration must lift its ban o...

28 Aug 49min

Nvidia Sees 70% Growth as AI Boom Accelerates

Nvidia Sees 70% Growth as AI Boom Accelerates

Bloomberg’s Ed Ludlow breaks down Nvidia's prediction of a 70% revenue growth next fiscal year, far exceeding analyst estimates. Plus, Salesforce shares jump after giving an outlook for strong revenue...

28 Aug 43min

Nvidia’s Big Test as AI Chip Race Heats Up

Nvidia’s Big Test as AI Chip Race Heats Up

Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings report on Wednesday, as the stock is on track to snap its seven-session losing streak. Plus, Apple announces new Mac mini and Ma...

25 Aug 44min

AI’s Global Capital Race Accelerates

AI’s Global Capital Race Accelerates

Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia's earnings this week, this as Bloomberg reports Nvidia customers have been notified about price hikes. Plus, SoftBank plans a record $6.3 b...

24 Aug 44min

Anthropic Preps for Blockbuster Public Listing

Anthropic Preps for Blockbuster Public Listing

Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion...

21 Aug 43min

Alibaba's AI Spending Spree, Concerns of Circular AI Financing

Alibaba's AI Spending Spree, Concerns of Circular AI Financing

Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba's profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Micros...

20 Aug 43min

Google’s Chip Push, SK Hynix’s $29 Billion Buyback

Google’s Chip Push, SK Hynix’s $29 Billion Buyback

Bloomberg’s Ed Ludlow takes a look at the expanded partnership between Marvell and Google for chip development, with Marvell giving the search giant the right to buy as much as $12.2 billion in stock....

19 Aug 44min

Populært innen Politikk og nyheter

giver-og-gjengen-vg
aftenpodden
forklart
popradet
aftenpodden-usa
stopp-verden
fotballpodden-2
lydartikler-fra-aftenposten
nokon-ma-ga
det-store-bildet
dine-penger-pengeradet
hanna-de-heldige
rss-gukild-johaug
rss-espen-lee-usensurert
rss-ness
aftenbla-bla
rss-penger-polser-og-politikk
e24-podden
frokostshowet-pa-p5
unitedno