

Amazon's Cloud Sales Win, AMD's Disappointing AI Chip Forecast
May 1, 2024
Bloomberg's Caroline Hyde and Ed Ludlow discuss Amazon's strong cloud sales growth due to AI demand, contrasted with AMD's disappointing AI chip forecast. They also cover Pinterest's CEO interview and market dynamics, including tech stock fluctuations, regulatory scrutiny, and Pinterest's appeal to Gen Z users for shopping.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Financial Performance and AI Chip Sales of AMD and Amazon's AWS Revenue Run Rate
02:01 • 12min
Tech Industry Updates and Market Trends
14:22 • 9min
Pinterest's Growth and Gen Z Focus
23:31 • 8min
Exploring Renegade Partners' Expansion and Investment Strategy in Tech Markets
31:56 • 2min
Venture Capital Firm's Investment Thesis and Founder Support Strategy
33:58 • 4min
Insights on Electric Vehicles and Market Sentiment in the Auto Industry
37:50 • 2min
GM's Strategy for Digital Revenue with Altify vs. Apple's Car Play
39:43 • 3min