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Microsoft’s Global AI Lead, Plus AMD’s Bull Case 4/16/24

Microsoft’s Global AI Lead, Plus AMD’s Bull Case 4/16/24

FromTechCheck


Microsoft’s Global AI Lead, Plus AMD’s Bull Case 4/16/24

FromTechCheck

ratings:
Length:
7 minutes
Released:
Apr 16, 2024
Format:
Podcast episode

Description

Microsoft is making a major investment into the Abu Dhabi-based AI firm G-42 -- $1.5 billion dollars for a minority stake and just the latest in several foreign AI and cloud investments Microsoft has made, designed to continue its head start in AI and lock up another major customer for its cloud service Azure. Plus, HSBC is making a big call on AMD today, arguing in a new note that it shouldn’t be overlooked as an AI play because of its upcoming AI accelerator chip series, and because its non-AI business segments are improving. 
Released:
Apr 16, 2024
Format:
Podcast episode

Titles in the series (100)

TechCheck is home to the boldest ideas and most influential names in the tech industry. The bi-coastal program dives deep into stocks focused on new technologies and trends while highlighting the latest news out of iconic companies, FAANG heavyweights, social media darlings, streaming giants, red-hot disruptors and more. Every weekday, TechCheck offers investors compelling, in-depth reporting, analysis and news-making interviews from the most notable and disruptive founders and CEOs in the tech industry that will chart the future of the global economy. The daily podcast is hosted by CNBC’s Jon Fortt and Carl Quintanilla on the East Coast and Deirdre Bosa on the West Coast and features CNBC’s Senior Media & Entertainment Reporter Julia Boorstin from Los Angeles.