This chapter explores Nvidia's recent sales forecast and its impact on stock performance, including insights from the CEO on the anticipated Hopper and Blackwell architectures. It also examines the role of major clients like Microsoft in shaping Nvidia's outlook and the overall volatility in the stock market driven by investor expectations.
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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