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Open-AI, Broadcom Sign 10-Gigawatt Pact for Chips, Networking

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Manage episode 513399967 series 1504475
Content provided by Bloomberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bloomberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses OpenAI signing a multiyear agreement with Broadcom to collaborate on custom chips and networking equipment. The plan is to add 10 gigawatts’ worth of AI data center capacity, with the companies beginning to deploy racks of servers containing the gear in the second half of 2026.
-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest news at First Brands. First Brands Group’s little-known Chief Executive Officer Patrick James has resigned from the company. James will be replaced by Charles Moore as interim CEO, according to a company statement. Last month he was appointed chief restructuring officer as the company filed for bankruptcy.
- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros Discovery rebuffing Paramount Skydance's initial takeover approach for being too low. That’s according to people familiar with the matter. Paramount has several options in its pursuit of Warner Bros., including boosting its bid, going directly to shareholders or finding additional backing through a financial partner.

See omnystudio.com/listener for privacy information.

  continue reading

3259 episodes

Artwork
iconShare
 
Manage episode 513399967 series 1504475
Content provided by Bloomberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bloomberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses OpenAI signing a multiyear agreement with Broadcom to collaborate on custom chips and networking equipment. The plan is to add 10 gigawatts’ worth of AI data center capacity, with the companies beginning to deploy racks of servers containing the gear in the second half of 2026.
-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest news at First Brands. First Brands Group’s little-known Chief Executive Officer Patrick James has resigned from the company. James will be replaced by Charles Moore as interim CEO, according to a company statement. Last month he was appointed chief restructuring officer as the company filed for bankruptcy.
- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros Discovery rebuffing Paramount Skydance's initial takeover approach for being too low. That’s according to people familiar with the matter. Paramount has several options in its pursuit of Warner Bros., including boosting its bid, going directly to shareholders or finding additional backing through a financial partner.

See omnystudio.com/listener for privacy information.

  continue reading

3259 episodes

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