Bloomberg Intelligence Intel Shares Fall on Report Nvidia Halts Production Test
Dec 24, 2025
In this enlightening discussion, guests share their insights on pressing industry issues. Erik Larson, a U.S. legal reporter, dives into the implications of a judge's ruling on H-1B visa application fees, detailing the potential impact on tech companies. Seema Shah from Sensor Tower analyzes shifting trends in mobile apps and media acquisitions, particularly in the context of Warner Bros Discovery. Liz Hart discusses the commercial real estate market, highlighting the demand recovery in trophy offices and the reshoring trend benefiting industrial sectors.
AI Snips
Chapters
Transcript
Episode notes
Intel Setback Could Be Productive
- Intel's 18A process setback with Nvidia is a learning opportunity rather than a fatal blow to Intel's roadmap.
- Kim Forrest expects Intel to gain knowledge and iterate its process after the halted test.
Competition Broadens The AI Chip Market
- Increased competition in chipmaking after Nvidia's dominance benefits the AI ecosystem by offering alternatives.
- Kim Forrest highlights capitalism's role in driving vendors to serve varied AI needs beyond one dominant supplier.
Insist On Cost Versus Benefit For AI
- Ask who will pay for AI and what measurable return it delivers before investing heavily in models.
- Kim Forrest warns to evaluate cost versus problem solved, not just the technology's novelty.