This chapter explores the competitive dynamics in the semiconductor industry, particularly between AMD and Nvidia in the AI accelerator market. It also discusses Meta's investment in AI and its potential impact on advertising capabilities amidst concerns over spending.
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Technology Co-Host Ed Ludlow provides a roundup of the latest news from the world of semiconductors, including news on Advanced Micro Devices giving an upbeat revenue forecast, underscoring that its new artificial intelligence processors are boosting growth. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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