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Kunjan Sabani
Bloomberg Intelligence senior analyst covering semiconductors who comments on Intel's turnaround, margins and demand trends in PCs and servers.
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4 snips
Oct 24, 2025
• 44min
Intel Earnings Signal Possible Comeback
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Arthur Mensch, CEO of Mistral AI, shares insights on their innovative AI Studio platform designed for enterprise clients, emphasizing data ownership and customizable tools. Pierre Ferragu analyzes Intel's surprising return to profitability and the competitive landscape against rivals. Kunjan Sabani discusses Intel's recovery driven by demand in PCs and data centers. Anurag Rana explains a massive $38 billion debt offering for data-center projects, highlighting market risks and the implications for AI infrastructure.
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