This chapter explores how generative AI is reshaping the internet landscape and enhancing product performance, particularly through Intel AI technology at companies like Netflix. It also examines Nvidia's upcoming earnings report, emphasizing the significance of data center revenue expectations in the context of the ongoing AI investment cycle.
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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