

Special Edition: Nvidia Forecast Misses Loftiest AI Estimates
Nov 20, 2024
Redd Brown, a Bloomberg News earnings reporter, dives into Nvidia's latest forecast, revealing it fell short of even the highest market expectations. He discusses the immediate market reactions, including a dip in share prices, amidst ongoing strong demand for Nvidia products. The conversation also covers Nvidia's significant innovation strides and the associated challenges in the tech landscape. With a notable 48% increase in R&D spending, Redd emphasizes how Nvidia maneuvers through competitive pressures from rivals like Supermicro and Broadcom.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
NVIDIA's Forecast: High Expectations and Market Reactions
01:34 • 2min
Navigating Innovation and Challenges in the Tech Industry
03:07 • 2min
NVIDIA's Revenue Forecast and Market Dynamics
05:10 • 13min
NVIDIA's R&D Expansion and Demand Dynamics
18:26 • 2min
Exploring the Benefits of Early Therapy Engagement
20:12 • 2min