Appears On
Episode Appearances
Bloomberg Tech · May 6, 2026
AMD Soars on Blockbuster AI-Fueled Forecast
“Covered AMD's record highs and NVIDIA's competitive challenges from custom chips by major customers”
AI Infrastructure Supply ChainCPU vs GPU Market DynamicsAgentic AI and Inference Processing
View AnalysisBloomberg Tech · Apr 24, 2026
Intel Delivers Strong AI-Fueled Outlook
“Discussed upcoming tech earnings calendar for April 29-30 with Microsoft, Alphabet, Amazon, Meta, and Apple”
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