Bloomberg Businessweek Bloomberg Businessweek Weekend - September 19th, 2025
Sep 19, 2025
Guest
Jeff Luno
Guest
Tim Allen
Guest
David Marchick
Guest
Ethan Penner
Guest
Adair Fox-Martin
Guest
Chris Miller
Chris Miller, a Tufts University professor and semiconductor expert, discusses the implications of recent AI demand on data-center strategies. Adair Fox-Martin, CEO of Equinix, shares insights on co-location and connectivity in the AI build-out. California gubernatorial candidate Ethan Penner proposes revenue-neutral tax reforms to tackle the housing crisis. Tim Allen from Babbel explores how AI transforms language learning. Lastly, Jeff Luno dives into investment strategies for international football clubs, revealing trends in sports finance.
AI Snips
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Transcript
Episode notes
NVIDIA-Intel Partnership Could Shift Chip Supply
- NVIDIA and Intel bring complementary strengths: NVIDIA leads AI chip design while Intel offers manufacturing know-how.
- The announcement may signal efforts to diversify manufacturing away from Taiwan's TSMC for strategic resilience.
Customers, Not Just Cash, Make Foundry Credible
- Intel needs large, scaled customers to validate and scale its advanced manufacturing capabilities.
- Without big contracts producing thousands to millions of chips, Intel cannot prove it can rival TSMC at scale.
Taiwan Keeps Edge Despite U.S. Fab Builds
- Taiwan and TSMC remain central to global advanced semiconductor production and R&D.
- Building fabs in places like Arizona diversifies production today but not next-generation R&D and ecosystem depth.
