Amazon Rushes Out Latest AI Chip to Take on Nvidia, Google
Bloomberg Intelligence2 Dec 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.

Avsnitt(3352)

Warner Bros. Urges Investors to Reject Paramount Bid

Warner Bros. Urges Investors to Reject Paramount Bid

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, di...

17 Dec 202522min

Ford Will Take $19.5 Billion in Charges Tied to EV Overhaul

Ford Will Take $19.5 Billion in Charges Tied to EV Overhaul

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 Autos and Industrials Research ...

16 Dec 202525min

McKinsey Plots Thousands of Job Cuts in Slowdown for Consulting Industry

McKinsey Plots Thousands of Job Cuts in Slowdown for Consulting Industry

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, dis...

15 Dec 202528min

BI Weekend: Oracle, Cracker Barrel Earnings, FDA Probe

BI Weekend: Oracle, Cracker Barrel Earnings, FDA Probe

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney On this podcast:- Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses the BI Survey: “AI’s Cross-Industry I...

12 Dec 202536min

Oracle Delays Some Data Center Projects for OpenAI to 2028

Oracle Delays Some Data Center Projects for OpenAI to 2028

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino-Anurag Rana, Bloomberg Intelligence Technology Analyst, discu...

12 Dec 202518min

Oracle Slides by Most Since January on Mounting AI Spending

Oracle Slides by Most Since January on Mounting AI Spending

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee- Anurag Rana, Bloomberg Intelligence Technology Analyst, discuss...

11 Dec 202522min

Zuckerberg Directs Pivot Away From Open Source AI At Meta

Zuckerberg Directs Pivot Away From Open Source AI At Meta

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino--Ed Ludlow, BTech Co-Anchor, discusses Meta Platforms’ Mark Z...

10 Dec 202520min

Trump Nvidia Deal Reshapes US’s China Strategy

Trump Nvidia Deal Reshapes US’s China Strategy

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Caroline Hyde, Bloomberg BTech Co-Anchor, discusses Donald Trump’s...

9 Dec 202524min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
rss-jossan-nina
rss-borsens-finest
rss-svart-marknad
uppgang-och-fall
svd-tech-brief
rss-dagen-med-di
lastbilspodden
avanzapodden
fill-or-kill
rss-den-nya-ekonomin
rss-inga-dumma-fragor-om-pengar
rss-kort-lang-analyspodden-fran-di
borsmorgon
24fragor
bathina-en-podcast
ekonomiekot-extra
market-makers