Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses AMD earnings and Nvidia. Advanced Micro Devices soared to new heights in early trading after a flood of data center spending bolstered its sales forecast. Nvidia bought $500 million worth of rights for shares in Corning Inc. as part of a partnership to expand artificial intelligence infrastructure. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings and the death of Ted Turner. Walt Disney posted stronger results than Wall Street expected thanks to improved profitability at its streaming business and guests spending more at the company’s resorts and on cruises. Ted Turner, the founder of CNN, has died at the age of 87, according to a news release from his company, Turner Enterprises. -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, discusses SpaceX. Elon Musk’s SpaceX estimated a chip factory it plans to build along with Tesla will cost at least $55 billion, with total investment potentially exceeding $119 billion. -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Uber earnings. Uber Technologies provided a better-than-expected forecast for bookings, signaling that robust demand from US commuters and travelers will offset impact from geopolitical tensions in the Middle East. See omnystudio.com/listener for privacy information.

AMD Soars as AI Demand Fuels Better-Than-Expected Sales Outlook 

Bloomberg Intelligence

# Full Transcript

**Podcast:** Bloomberg Intelligence

## Participants

- **Paul Sweeney** (Bloomberg Intelligence)
- **Scarlet Fu** (Bloomberg Intelligence)
- **Kunjan Sabani** (Bloomberg Intelligence)
- **Geetha Ranganathan** (Bloomberg Intelligence)
- **George Ferguson** (Bloomberg Intelligence)
- **Mandeep Singh** (Bloomberg Intelligence)

## Transcript

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Listen on demand wherever you get your podcasts or watch us live on YouTube. Let's get back to tech because why not? We always go back to tech and there's always a lot happening there. AMD put out some numbers that really were really impressive to Wall Street and stocks just ripping here. We also want to talk about NVIDIA and their deal with Corning. We can do that with Kunjan Sabani, Bloomberg Intelligence Senior Semiconductor Analyst. Kunjan, AMD, the street likes what it heard.

What did you hear and see with their most recent earnings? Yeah, you know, the start of the show was really the CPU story. I know for the past whole year, everyone, including media, has just been focused on the GPU. This is where they'll compete with NVIDIA. But over the last two quarters, we have been calling out that this is going to be the year of CPU for them. And it did pan out.

What really stood apart was they almost doubled or actually exactly doubled the TAM for CPU in less than a year than what they had given the numbers just like nine months ago. They also doubled the growt...

AMD Soars as AI Demand Fuels Better-Than-Expected Sales Outlook

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

AMD Soars as AI Demand Fuels Better-Than-Expected Sales Outlook

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.