This chapter delves into Nvidia's recent financial report highlighting a shift in cloud customer revenue and its potential impact on long-term growth. The speakers explore the reasons behind this change while discussing Nvidia's stock performance post-earnings and transition to targeted industry insurance solutions.
Nvidia Corp., the chipmaker at the center of an artificial intelligence boom, gave another bullish sales forecast, showing that spending on AI computing remains strong. For instant reaction and analysis, host Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani and Dan Morgan, senior portfolio manager at Synovus Trust.
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