This chapter analyzes Nvidia's recent earnings forecast, highlighting concerns regarding growth projections and stock performance in light of their new GPU, Blackwell. It explores the implications of production challenges and market expectations from major tech companies, while discussing Nvidia's evolving role beyond GPU manufacturing. The conversation also reflects on the broader implications for the semiconductor industry and the competitive landscape shaping future demand.
In a special edition of Bloomberg Technology, host Ed Ludlow speaks with Nvidia CEO Jensen Huang to discuss the company's latest quarterly report that fell short of investor's lofty expectations.
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