Bloomberg Intelligence BI Weekend: Nvidia, Retail Earnings, Anthropic Investment
11 snips
Nov 21, 2025 Mary Ross Gilbert, a senior equity analyst at Bloomberg Intelligence, dives into TJX's innovative off-price strategy. She discusses how smart inventory sourcing boosts sales while emphasizing international expansion trends. Gilbert also explores consumer behavior shifts, revealing a steady demand for affordable retail options amid economic uncertainty. Tune in for insights on how TJX navigates the competitive retail landscape to maintain its edge.
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Nvidia's Pipeline Signals Bigger AI Demand
- Nvidia's earnings and guidance reveal a much larger AI demand pipeline than analysts expected.
- Kunjan Sobhani says the half‑trillion dollar pipeline may be conservative and implies substantial upside.
Nvidia's Dominant Position In High‑End GPUs
- Nvidia holds over 90% share in high‑end AI GPUs and faces limited competitive pressure today.
- Broadcom, Google TPUs and Amazon Tranium represent the closest ASIC and merchant GPU competition.
Anthropic Needs Capital And Compute To Compete
- Anthropic is one of five frontier LLMs needing external capital and compute commitments to scale.
- Mandeep Singh highlights that Anthropic must partner with cloud and chip providers to serve billions of users.