Carol Massar
Carol Massar is a Bloomberg Media TV and radio anchor and longtime business journalist. She hosts Bloomberg Businessweek across Bloomberg platforms and covers major business, economic, financial, social, and cultural trends, including interviews with executives, investors, policymakers, and public figures.
Markets Are Pricing Resilience Before Inflation, Liquidity and AI Returns Are Tested
Markets, policymakers and lenders are pricing resilience before oil-driven inflation, liquidity stress and AI returns have been tested. Scrutiny of President Trump’s contact with Fed Chair Kevin Warsh could intensify if higher energy prices force a difficult rate decision, while Situational Awareness has resumed investing after a leverage-driven liquidity crisis without resolving questions about its future risk posture. Alphabet’s $25 billion bond offering, meanwhile, drew demand on the strength of demonstrated infrastructure revenue and cash flow, even as the wider payoff from AI remains unproven.
AMD’s Forecast Shows AI Demand Is Spreading Beyond GPUs
Bloomberg Technology framed AMD’s sharp rally as evidence that the AI infrastructure trade is widening beyond GPUs. Caroline Hyde, Ian King and RBC’s Srini Pajjuri said AMD’s forecast pointed to renewed demand for CPUs as AI workloads shift toward inference and agentic systems, even as Nvidia remains dominant in accelerators. The program extended that argument across Nvidia’s Corning deal, Microsoft’s power constraints and Apple’s outside-model plans: the AI boom is becoming a contest over compute, connectivity, energy and platform control.
AI Demand Is Stress-Testing the Global Semiconductor Supply Chain
Bloomberg’s primer argues that the AI boom is turning the semiconductor supply chain into a strategic stress test, raising demand for advanced processors while exposing how dependent the industry remains on a handful of companies, machines and manufacturing clusters. The source traces that pressure through ASML’s lithography tools, AMD’s AI chip designs, TSMC’s concentration of advanced fabrication in Taiwan, and competing US and Chinese efforts to rebuild domestic capacity. Its central claim is that chips are becoming more economically and politically essential just as their production remains physically fragile, capital-intensive and difficult to replicate.