AMD's Chip Deal With OpenAI Triggers Explosive Rally

AMD's Chip Deal With OpenAI Triggers Explosiv...

Up next

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 N ...  Show more

US Eases Path for Nvidia to Sell H200s to China

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the US Commerce Department’s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI CEO Deepak Pathak discusses how the company’s robot “brain” works across form fa ...  Show more

Recommended Episodes

SoftBank Joins OpenAI, Oracle in AI Pact Unveiled by Trump
Bloomberg Businessweek

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Technology Co-Host Caroline Hyde interviews Arm CEO Rene Haas on the AI pact unveiled by President Trump. Bloomberg News AI Reporter Rachel Metz shares her thoughts on the AI infrastructure news. Naja ...  Show more

The Man Leading Trump’s AI Charge Against China
The Journal.

At WSJ’s Tech Live, Jessica Mendoza sits down with Michael Kratsios, Director of the White House Office of Science and Technology Policy to discuss the pivotal moment in the U.S.-China AI race, how he thinks AI should be regulated, and whether or not the AI boom might be a bubble ...  Show more

SOTS 2nd Hour: EXCLUSIVE: Nvidia CEO, plus AI Expert Takeaways & Trump’s Fired FTC Commissioner Fires Back 3/19/25
Squawk on the Street

A huge interview this hour – Nvidia CEO Jensen Huang alongside Jim Cramer. David Faber, Sara Eisen, and Michael Santoli broke down the latest for the stock ahead of the action with an analyst from Piper Sandler, before Jensen and Jim dove into a wide-ranging deep-dive: coverin ...

  Show more

Why Trump Just Gave China the Keys to A.I.’s Future
The Daily

In the global fight to dominate A.I., China is quickly catching up to the United States — which is why President Trump barred the tech giant Nvidia from selling its superpowered computer chips to Chinese companies.

Then, a few days ago, Mr. Trump abruptly changed course. ...

  Show more