Appears On
Episode Appearances
Bloomberg Tech · May 6, 2026
AMD Soars on Blockbuster AI-Fueled Forecast
“Reported on Microsoft's potential abandonment of clean energy targets due to AI infrastructure demands”
AI Infrastructure Supply ChainCPU vs GPU Market DynamicsAgentic AI and Inference Processing
View AnalysisBloomberg Tech · Apr 24, 2026
Intel Delivers Strong AI-Fueled Outlook
“Covered Microsoft's voluntary buyout program and broader tech industry layoff trends tied to AI spending”
Intel CPU Demand and Data Center AI WorkloadsIntel Foundry Business Execution and 18A/14A Process NodesTech Workforce Reductions and AI CapEx Offset Strategy
View Analysis