Bloomberg Talks
Special Edition: Nvidia Forecast Misses Loftiest AI Estimates
Nov 20, 2024
Caroline Hyde, co-host of Bloomberg Technology, dives into Nvidia's recent revenue forecast that fell short of expectations. She discusses the challenges Nvidia faces in AI hardware innovation, including overheating issues and the complexities of scaling laws. The conversation shifts to the impact of elevated market expectations on investor sentiment and Nvidia's stock performance. Hyde also highlights the substantial increase in Nvidia's R&D spending and the evolving dynamics of market demand, revealing its implications for future growth.
19:36
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Quick takeaways
- Nvidia's Q4 revenue forecast of $37.5 billion, though strong, fell slightly below high investor expectations, causing a market dip.
- The company faces supply constraints and design challenges amid rapid advancements in technology, but analysts remain optimistic about future improvements.
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