China access and NVIDIA's zero-revenue base case

Nvidia released its third quarter earnings Wednesday, crushing estimates and easing Wall Street’s concerns about an AI bubble.

On today’s Big Take podcast, Bloomberg Tech’s Ed Ludlow sits down with David Gura to discuss his post-earnings interview with Jensen Huang – what the Nvidia CEO had to say about the company’s breakneck growth, so-called circular deals, and potential expansion into China.

Read more:

• Nvidia’s Huang Says Company Has Plenty of New Chips to Sell
• It's OK, Nvidia Says There's No AI Bubble

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