This chapter examines Nvidia's financial outlook, emphasizing the anticipated revenue from the Blackwell series. Discussion also covers the volatility in stock performance and the need for clear communication from the CEO to address investor concerns.
Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Bloomberg Technology co-host Ed Ludlow and Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani for instant reaction and analysis for Nvidia's earnings results.
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