Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

Thematic (Sector/Industry)

<ul><li>Tech and cloud firms are heavily investing in artificial intelligence, but there are questions about whether the revenues from AI will catch up with the capital spending</li><li>It will take time for big tech companies to see a return on their AI investments, with the AI build-out expected to take years</li><li>There are opportunities for investment in firms supplying key inputs for the AI sector, such as energy, utilities, materials, and real estate</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Tech and cloud firms are heavily investing in artificial intelligence, but there are questions about whether the revenues from AI will catch up with the capital spendingIt will take time for big tech companies to see a return on their AI investments, with the AI build-out expected to take yearsThere are opportunities for investment in firms supplying key inputs for the AI sector, such as energy, utilities, materials, and real estateThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Market take: Patience needed in the AI buildout

Podcast On the Business of Semiconductors, The Circuit

The Circuit

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Equity Bottom-Up

Advanced Micro Devices / Equity Bottom-Up

<ul><li>ZT is a large server company focused on serving hyperscalers like Microsoft and AWS</li><li>They design customized infrastructure products tailored to specific customer needs</li><li>AMD sees ZT as an asset to drive competitive advantage in the data center and AI markets, enabling them to design systems that optimize performance and efficiency.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

ZT is a large server company focused on serving hyperscalers like Microsoft and AWSThey design customized infrastructure products tailored to specific customer needsAMD sees ZT as an asset to drive competitive advantage in the data center and AI markets, enabling them to design systems that optimize performance and efficiency.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems

<ul><li>Lots of inquiries and discussions about the semiconductor market this week, stock market movements relatively flat</li><li>Nvidia up 11%, AMD up 7%, Microsoft up 4% last week</li><li>Market experiencing a dialing back of hype, some names still overvalued, but overall growth dynamics in semiconductors still intact</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Lots of inquiries and discussions about the semiconductor market this week, stock market movements relatively flatNvidia up 11%, AMD up 7%, Microsoft up 4% last weekMarket experiencing a dialing back of hype, some names still overvalued, but overall growth dynamics in semiconductors still intactThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 79: Not Your Grandfathers Data Center

<ul><li>A week dominated by earnings reports, particularly in the semiconductor industry</li><li>Microsoft and AWS's strong capex spending indicates a positive outlook for data center infrastructure</li><li>AMD's revenue growth driven by data center and client segments, with potential for further growth in the next quarter due to capacity constraints and solid execution under CEO Lisa Su</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

A week dominated by earnings reports, particularly in the semiconductor industryMicrosoft and AWS's strong capex spending indicates a positive outlook for data center infrastructureAMD's revenue growth driven by data center and client segments, with potential for further growth in the next quarter due to capacity constraints and solid execution under CEO Lisa SuThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?

<ul><li>Paul Karazuba is the vice president of marketing at Expedera, an NPU IP startup in Silicon Valley.</li><li>NPU, or neural processing unit, is a key topic of discussion in the podcast, with its unique ability to process at a much lower wattage compared to CPU and GPU cores.</li><li>The necessity for dedicated NPU cores in running AI workloads, to allow CPU and GPU cores to focus on other tasks, is highlighted by both Paul and Austin.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Paul Karazuba is the vice president of marketing at Expedera, an NPU IP startup in Silicon Valley.NPU, or neural processing unit, is a key topic of discussion in the podcast, with its unique ability to process at a much lower wattage compared to CPU and GPU cores.The necessity for dedicated NPU cores in running AI workloads, to allow CPU and GPU cores to focus on other tasks, is highlighted by both Paul and Austin.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

United States

Advanced Micro Devices, Inc. (AMD) produces semiconductor products and devices. The Company offers products such as microprocessors, embedded microprocessors, chipsets, graphics, video and multimedia products and supplies it to third-party foundries, as well as provides assembling, testing, and packaging services. AMD serves customers worldwide.

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Advanced Micro Devices (AMD US)

Market take: Patience needed in the AI buildout

The market is experiencing concerns about top tech and cloud firms delivering on artificial intelligence as investment capital spending on AI...

The Bid

Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems

ZT is a large server company that focuses on designing customized infrastructure products for hyperscalers like Microsoft and AWS, with AMD seeing...

The Circuit

Episode 79: Not Your Grandfathers Data Center

Conversations focused on the performance of semiconductor stocks, including Nvidia up 11%, AMD up 7%, and Microsoft up 4%, with questions arising...

The Circuit

Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?

Semiconductor companies, including AMD, showed strong earnings driven by data center demand and capex spending, with a bullish outlook for the...

The Circuit

Episode 70!!! NPUs!!!!!!!!

In this podcast, Paul Karazuba discusses the importance of NPUs in chip design for efficient processing of AI workloads in battery-powered devices.

The Circuit

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