Halftime Report cover image

The Post-Fed Market 12/11/25

Halftime Report

00:00

Chip choices and AI infrastructure debate

Conversation about GPUs vs TPUs, vendor bets, and how chip decisions affect cloud margins and customers.

Play episode from 13:30
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app