Bloomberg Surveillance cover image

Bloomberg Surveillance TV: October 29th, 2025

Bloomberg Surveillance

00:00

What Hyperscaler Earnings Will Reveal About AI CapEx

Pierre Ferragu says investors should watch capex commentary from hyperscalers to validate Nvidia's AI infrastructure outlook.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app