Big Take Asia Nvidia Silences AI Skeptics (For Now)
Nov 20, 2025
In this discussion, Ed Ludlow, a technology journalist and co-host of Bloomberg Tech, shares insights from his interview with Nvidia's CEO, Jensen Huang. They dive into Nvidia's impressive earnings that calm AI bubble fears and explore Huang's unique leadership style. The conversation also touches on Nvidia's vast revenue forecast, the implications of circular financing, and the contrasting AI landscapes of China and the U.S. Ed emphasizes Nvidia's crucial role in shaping the future of AI technology and the potential risks if market investments wane.
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Nvidia As The AI Bellwether
- NVIDIA's earnings beat relieved fears that AI is an imminent bubble for now.
- The company's GPU dominance gives it a unique lens into AI demand and market health.
Staggering Revenue Guidance
- NVIDIA guided roughly $65 billion in upcoming-quarter sales, far above consensus.
- The company projected half a trillion dollars from Blackwell and Rubin over six fiscal quarters, surprising Wall Street.
GPUs Drive AI Market Signals
- GPUs remain the technical monopoly for most AI training and inference workloads today.
- That monopoly makes NVIDIA's sales and supply signals highly predictive of broader AI activity.