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Apple Weighs Using Intel, Samsung Processors | Bloomberg Tech, Sonic AI
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Apple Weighs Using Intel, Samsung Processors | Bloomberg Tech
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May 5, 2026
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44:14
Interview
Apple Weighs Using Intel, Samsung Processors | Bloomberg Tech
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Bloomberg Tech
Samsung Processors
(guest)
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Executive Summary
Apple is actively de-risking its supply chain by exploring US-based chip manufacturing with Intel and Samsung, a strategic shift away from its heavy reliance on Taiwan.
Major AI developers, including Alphabet, Microsoft, and XAI, are agreeing to provide the U.S.
government with pre-release access to their models, signaling a move towards greater regulatory oversight and collaboration on AI safety.
Pinterest is demonstrating the power of specialized, in-house AI, claiming its compact models outperform large general-purpose models in e-commerce for a fraction of the cost, and is expanding its ad business into connected TV.
The tech market, particularly semiconductors, continues to see strong bullish sentiment and massive capital investment, but investors are demanding near-perfect execution, as seen in the market's reaction to Palantir's earnings.
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