Amazon Rushes Out Latest AI Chip to Take on Nvidia, Google

亚马逊紧急推出最新人工智能芯片,挑战英伟达、谷歌。

Bloomberg Intelligence

2025-12-03

22 分钟
PDF

单集简介 ...

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.
更多

单集文稿 ...

  • What is actual investing?

  • We believe that it's a real-world task to deliver thoughtful capital deployment.

  • It's not about speculating over the short term.

  • It's about understanding the long-term opportunities for companies through technological progress or new business models.

  • So we seek out those exploring big new ideas that will change the world.

  • Then we back them to give those ideas time to flourish.

  • Bailey Gifford, actual investors.

  • Find out more at baileygifford.com You can get the news whenever you want it with Bloomberg News now.

  • I'm Amy Morris.

  • And I'm Karen Moskow here to tell you about our new on-demand news report delivered right to your podcast feed.

  • Bloomberg News Now is a short five-minute audio report on the day's top stories.

  • Episodes are published throughout the day with the latest information and data to keep you informed.

  • Yes, there are other products like this from a variety of news organizations,

  • but they usually rerun their radio newscasts throughout the day.

  • That's not what we do.

  • We create customized episodes that can only be heard on Bloomberg News Now.

  • And we don't wait an hour to publish breaking news.

  • When news breaks, we'll have an episode up in your podcast feed within minutes,

  • so you're always getting the latest stories and developments.

  • Get the reporting and the context from Bloomberg's 3,000 journalists and analysts who are all over the world.