Bloomberg Daybreak: Asia Edition Nvidia Eases China Concerns With Upbeat Forecast
May 29, 2025
Daniel Newman, CEO of the Futurum Group, and Tim Pagliara, Chairman and Chief Investment Officer at CapWealth, discuss Nvidia's strong sales forecast in the face of potential challenges from China. Newman highlights Nvidia's resilience in the AI sector and its optimistic outlook despite new export restrictions. Pagliara analyzes the equity market's reaction and shares insights on investment strategies in technology amidst ongoing U.S.-China trade tensions. Together, they explore the exciting implications for growth in AI and its impact on future market valuations.
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Nvidia Shows Resilience Beyond China
- Nvidia's strong forecast shows AI growth isn't hindered by China's export controls.
- Gaming and automotive sectors bolster Nvidia's revenue beyond just data centers.
China's AI Progress Continues Unabated
- China continues rapid AI chip development despite US restrictions.
- Huawei and China's brute force approach challenge assumptions about slowing them down.
AI Adoption Validates Investment
- AI adoption at companies like Salesforce proves AI's commercial impact.
- Business applications will drive real demand and validate AI investments over time.