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(3320)

BI Weekend: Visa Lawsuit, Climate Week

BI Weekend: Visa Lawsuit, Climate Week

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses the DOJ suing ‘Visa’...

27 Sep 202437min

Promising PCE Data, Morning Consult Poll

Promising PCE Data, Morning Consult Poll

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses PCE data. Laura Davison, Bloomberg Politics Editor,...

27 Sep 202441min

NYC Mayor Eric Adams Indicted on Bribery Fraud Charges

NYC Mayor Eric Adams Indicted on Bribery Fraud Charges

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Scott Stringer, Former New York City Comptroller, discusses NYC Mayor Eric Adams’ indictment. Dr. Basil Smikle, Professor of Practi...

26 Sep 202430min

US Mortgage Rates Fall Again, Israel Widens War

US Mortgage Rates Fall Again, Israel Widens War

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Stuart Paul, US Economist with Bloomberg Economics, discusses US mortgage rates falling again. Bobby Ghosh, Bloomberg News Senior E...

25 Sep 202436min

US Consumer Confidence Falls, Biden UN Speech

US Consumer Confidence Falls, Biden UN Speech

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.*Broadcasted live from the Earthshot Summit at the Plaza Hotel in NYC*Dana Peterson, Chief Economist at the Conference Board, discu...

24 Sep 202439min

Intel's Offer from Apollo, Energy Demand on the Rise

Intel's Offer from Apollo, Energy Demand on the Rise

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Liana Baker, Bloomberg News Managing Editor of the Deal Team, on Apollo Is Said to Offer Multibillion-Dollar Intel Investment. Gin...

23 Sep 202441min

Instant Reaction: Qualcomm Approached Intel About A Takeover Deal

Instant Reaction: Qualcomm Approached Intel About A Takeover Deal

Intel shares soared after the Wall Street Journal reported that Qualcomm approached the company about a takeover, a potential record-setting deal for the chip industry. For instant reaction and analys...

20 Sep 20249min

BI Weekend: Airline Mergers, TikTok Scrutiny, Auto-Dealer Sentiment

BI Weekend: Airline Mergers, TikTok Scrutiny, Auto-Dealer Sentiment

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week's podcast: Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, George Ferguson explains Alaska Airli...

20 Sep 202437min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
avanzapodden
uppgang-och-fall
borsmorgon
fill-or-kill
lastbilspodden
svd-tech-brief
bathina-en-podcast
kapitalet-en-podd-om-ekonomi
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-dagen-med-di
loungepodden
affarsvarlden
rss-kort-lang-analyspodden-fran-di
rss-den-nya-ekonomin
dynastin