Bloomberg Talks

Nvidia President & CEO Jensen Huang says “this is the golden ages for Korea" after teaming up with SK Group to build more than 2 gigawatts of AI data centers on the Korean Peninsula. Speaking to Bloomberg Television's Ed Ludlow in an exclusive interview in San Francisco, Huang adds, “Their semiconductor business is booming. Their industrial business is booming. You know, this is a country that has the ability to help the world build out the AI infrastructure.” Huang speaks to Ludlow after the CEO's appearance at a Korean AI Summit and meeting with South Korean President Lee Jae Myung.
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Ed Yardeni, President at Yardeni Research, joined Bloomberg's Tom Keene and Scarlet Fu on Bloomberg Money to discuss some of the market research done by the company as well as his personal strategy for investing.
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Jeetu Patel, Cisco president and chief product officer, talks about an upcoming AI tool named '"Antares" that will be used to hunt down software bugs and protect sensitive customer data. He also talks about the recent security breach at Hugging Face by OpenAI models and how companies can protect themselves. Patel speaks with Bloomberg's Jonathan Ferro, Annmarie Hordern, and Lisa Abromowicz on Bloomberg Surveillance.
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With the war in Iran still pushing on, Senator Dave McCormick (R-PA) joined Bloomberg's Jonathan Ferro, Annmarie Hordern, and Lisa Abromowicz on Bloomberg Surveillance to discuss the potential for wider and more intense attacks on Iran as well as the outlook for defense spending in the US.
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SAP's stock climbed 6% in premarket trading in New York after the company reported strong revenue growth in its cloud business. The company's current cloud backlog grew 26% on a constant-currency basis to EUR22.93 billion in the second quarter, above analysts' forecasts of 24%. SAP cut its outlook for the year, citing a EUR100 million impact from the acquisition of data platforms Prior Labs and Dremio, and trimmed its guidance for non-IFRS operating profit. CEO Christian Klein joined The Opening Trade to talk with Bloomberg's Anna Edwards and Guy Johnson.
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