Special Episode: Here's Why AI Costs Still Worry Investors
Today we’re sharing something a little different in your feed — an episode from our colleagues at Here’s Why, Bloomberg’s weekly show that answers one big question in under 10 minutes, explaining the ideas shaping our world. This episode looks at a story right at the heart of the tech world: the massive investments in AI data centers, and the hidden costs that come with them. If you’d like to hear more episodes like this one, you can follow Here’s Why wherever you get your podcasts: Apple Podcasts: https://podcasts.apple.com/gb/podcast/heres-why/id1479610314 Spotify: https://open.spotify.com/show/6dajvfHUjw7HaFot0BoNNu Bloomberg: https://www.bloomberg.com/podcasts/series/heres-why See omnystudio.com/listener for privacy information.
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AI, Crypto Anxiety Creates Volatile Week for Markets
Bloomberg’s Caroline Hyde discusses the wild ride markets have been on as AI and crypto anxiety hit investors. Plus, OpenAI is teaming up with Foxconn to design AI data center hardware in the US. And Cerebras CEO Andrew Feldman shares his thoughts on the US approval for advanced AI chips to be sold to the Middle East.See omnystudio.com/listener for privacy information.
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Nvidia’s Forecast Lifts AI Trade
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s earnings, as the AI chip leader delivers an upbeat forecast. Plus, Palo Alto Networks CEO Nikesh Arora discusses the company’s earnings and plans to buy Chronosphere for $3.35 billion. And AI pioneer Yann LeCun is leaving Meta to launch his own startup.See omnystudio.com/listener for privacy information.
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Bloomberg Tech Special: Nvidia CEO Jensen Huang on Upbeat Forecast
Nvidia CEO Jensen Huang discusses the "off the charts" sales of the Blackwell advanced graphics processing unit (GPU), the company's new Vera Rubin platform and the outlook for demand from China with Bloomberg Tech co-host Ed Ludlow, in a special conversation as heard on Bloomberg TV and Radio.See omnystudio.com/listener for privacy information.
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Instant Reaction: Nvidia Gives Strong Forecast, Countering Fears of AI Bubble
Nvidia, the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle. Sales will be about $65 billion in the fiscal fourth quarter, which runs through January, the chipmaker said in a statement Wednesday. Analysts had estimated $62 billion on average, with some predictions ranging as high as $75 billion. The outlook signals that demand remains strong for Nvidia’s artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia has faced growing fears that the runaway spending on such equipment isn’t sustainable. Nvidia shares gained about 4% in late trading after the report was released. They had been up 39% this year through the close.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners Bloomberg Tech Co-Host Ed Ludlow Bloomberg News Big Tech Team Leader Sarah Frier See omnystudio.com/listener for privacy information.
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