Bloomberg’s Ed Ludlow sits down with the CEOs of AMD, T-Mobile and Pinterest as tech earnings move into full swing. Plus, full coverage of Microsoft as Azure’s slowing growth tests investors’ patience, and the US spares ASML and Tokyo Electron from chip curbs.
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.
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date: 2024-07-31 21:12:20
duration: 00:46:31
author: UCrM7B7SL_g1edFOnmj-SDKg
The transcript discusses the latest developments in the tech industry, focusing on the growth of AI chip sales, particularly AMD’s latest update. The conversation features Daniel O’Regan, Managing Director of Mizuho America’s, who shares his insights on the topic.
AMD’s AI chip sales have seen a significant boost, with O’Regan attributing it to the company’s increased focus on the AI market. He notes that the demand for AI chips has been growing rapidly, driven by the increasing adoption of AI technology across various industries.
Meanwhile, Microsoft’s Azure growth has slowed down, with O’Regan attributing it to a capacity issue rather than a demand problem. He also notes that the company is still investing heavily in the AI market, with Azure being a key driver of Microsoft’s growth.
The transcript also touches on the impact of the Biden administration’s plan to restrict China’s access to advanced chip technology, which could have significant implications for the global chip industry.
Some general interesting DeFi facts:
* DeFi (Decentralized Finance) is a rapidly growing sector, with a total value locked (TVL) of over $50 billion.
* DeFi protocols are designed to be decentralized, transparent, and permissionless, allowing users to interact with them directly without the need for intermediaries.
* DeFi protocols use blockchain technology and smart contracts to facilitate the creation and trading of decentralized assets, such as cryptocurrencies and tokens.
* The growth of DeFi is driven by the increasing demand for decentralized and transparent financial services, as well as the potential for higher yields and returns compared to traditional financial instruments.
Overall, the transcript provides valuable insights into the latest developments in the tech industry, particularly in the areas of AI chip sales and DeFi.
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