Surveillance: Levitt on Fed's path forward
Bloomberg Surveillance
Pijum: The Leading Global Asset Manager
NVIDIA has the technology, but it's going to TSMC to make its chips. What will Apple end up doing in terms of large-language models? If they do everything in-house, then they're going directly to TSMC. And only time will tell what the hyperscalers will do. I can't imagine them paying $2 billion to NVIDIA every year to upgrade their GPUs. This is too much CapEx. It's really exciting for your coverage on this story for the years to come. Never mind the weeks. We've seen there of Bloomberg Intelligence. They've seen here of Pijum. Whatever you see at Pijum, we can help you rise to the
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