AMD Says Oracle Is Pledging Widespread Use of New AI Chips

AMD Says Oracle Is Pledging Widespread Use of New AI Chips

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Advanced Micro Devices saying Oracle will deploy a large batch of its forthcoming MI450 chips next year. Oracle will put 50,000 of the semiconductors in data center computers starting in the third quarter of 2026, according to a statement.

-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses General Motors incurring $1.6 billion in charges tied to its pullback from electric vehicles due to US policy changes. The charges include $1.2 billion in non-cash impairment and other charges to realign EV capacity to consumer demand, and the rest relate to canceling contracts and settling commercial arrangements.

- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing delivering 160 aircraft during the third quarter, the most since 2018 and an indicator the planemaker is rebounding from the turmoil that damaged its finances and reputation.

-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kellanova offering a version of Pop-Tarts with higher protein content starting in early November, following PepsiCo Inc.'s plans for a higher-protein version of Doritos.

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Episoder(3317)

Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

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Instant Reaction: Jay Powell on the Fed Decision

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Starbucks Sales Accelerate as Turnaround Gains Steam

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28 Jan 22min

GM Sees Up to $2 Billion Profit Jump in 2026, More Buybacks

GM Sees Up to $2 Billion Profit Jump in 2026, More Buybacks

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Steve Man, Bloomberg Intelligence Global Autos and Industrials Ana...

27 Jan 28min

Nvidia Invests $2 Billion More in CoreWeave, Offers New Chip

Nvidia Invests $2 Billion More in CoreWeave, Offers New Chip

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26 Jan 15min

TikTok Seals Deal to Operate in the US After Years of Drama

TikTok Seals Deal to Operate in the US After Years of Drama

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analy...

23 Jan 23min

BI Weekend: US Antitrust, AI in Retail, Restaurant Sales

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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the U.S anti...

23 Jan 37min

Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

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