The chapter discusses the significance of NVIDIA's upcoming earnings report, focusing on its impact on the future of computing and the economy. It highlights NVIDIA's crucial role in training software for artificial intelligence and questions the sustainability of its data center business. The chapter also explores NVIDIA's competition and its early recognition of the potential of accelerated computing.
Bloomberg Intelligence Senior Retail Analyst Mary Ross Gilbert and Bloomberg News Reporter Simone Foxman discuss Macy’s, Lowe's and Dick’s earnings. Bloomberg News US Semiconductor & Networking Reporter Ian King has a preview of Nvidia earnings. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Health Care Reporter John Tozzi provide the details of John's Businessweek Magazine story Drug Benefit Firms Devise New Fees That Go to Them, Not Clients. And we Drive to the Close with Lauren Sanfilippo, Senior Investment Strategy Analyst for the Chief Investment Office at Bank of America Corporation.
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