Tom Giles

The podcast discusses the US Justice Department suing Apple for antitrust violations, Reddit's successful IPO raising $748 million, digital banking trends with a CEO, and market analysis on Reddit shares and economic indicators.

Tom Giles, Senior Executive Editor for Global Technology at Bloomberg, shares insights on the U.S. government's potential investment in Intel. He discusses how this move could reshape the landscape of industrial policy and the tech sector, emphasizing concerns about government intervention in capitalism. The conversation highlights Intel's stock surge, the implications for market competitiveness, and the evolving relationship between Silicon Valley and Washington. Giles paints a picture of a crucial moment for U.S. tech innovation amid shifting government dynamics.

In this discussion, Tom Giles, Senior Executive Editor for Global Technology at Bloomberg News, provides insights into the Trump administration's potential investment in Intel to bolster domestic manufacturing. Nicola Willis, New Zealand's Minister of Finance, shares her perspective on the global trade war and the importance of maintaining economic ties. They explore the implications of government stakes in tech, the impact on semiconductor competition, and the dynamics of international economic relations, highlighting a complex landscape of industrial policy and trade.

Pat Gelsinger, CEO of Intel, dives deep into the company’s latest earnings and future strategies, highlighting their comeback amid fierce competition from NVIDIA and AMD. Joined by Tom Giles, Ian King, and Joanne Feeney, they discuss Intel's dual role in AI chip manufacturing, the impact of the CHIPS Act, and ongoing restructuring efforts. The conversation also touches on the excitement around Intel's Foundry business and the challenges of funding in the evolving tech landscape, showcasing a hopeful outlook for recovery and innovation.

Pat Gelsinger, CEO of Intel, leads a discussion that delves into the company's recent financial recovery and restructuring efforts. Joanne Feeney offers insights on the competitive landscape against AMD and NVIDIA. Ian King highlights the anticipated Gaudi 3 launch, emphasizing challenges in software and GPU capabilities. Tom Giles discusses how the upcoming election could impact the CHIPS Act and its bipartisan support. Together, they analyze Intel's strategic outlook amidst cost-cutting and the importance of growth in the semiconductor sector.