Bloomberg Daybreak: Europe Edition Nvidia’s Strong Forecast, Trump Signs Epstein Bill, Oxford University Harassment
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Nov 20, 2025 Matt Bloxham, Senior Analyst at Bloomberg Intelligence, provides insightful analysis of Nvidia's impressive revenue forecast, arguing it counters worries about an AI bubble. He dives into Nvidia's market strategies, especially in reference to China, where the company is adjusting expectations. The conversation also touches on the implications of Trump's new bill to release Epstein files and a critical report on Oxford University's handling of harassment cases, highlighting a significant need for reform in institutional responses.
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NVIDIA Eases AI Bubble Fears
- NVIDIA's strong forecast and 62% revenue jump signalled robust, ongoing demand for AI chips.
- The guidance relieved fears of an immediate AI bubble by matching heavy hyperscaler investment.
Blackwell Demand Is Overflowing
- Jensen Huang highlighted that Blackwell GPUs are selling out and demand remains exceptionally strong.
- The company hinted at continued growth with upcoming Vera Rubin chips and ambitious revenue targets.
Epstein Files To Be Released
- President Trump signed legislation forcing DOJ to release Jeffrey Epstein files after resisting the bill.
- The move creates political risk for the administration as documents could reveal new controversies.