Bloomberg Tech Nvidia’s Forecast Lifts AI Trade
16 snips
Nov 20, 2025 
Nikesh Arora, CEO of Palo Alto Networks, shares insights on his company's earnings and its $3.35 billion acquisition of Chronosphere aimed at enhancing AI-enabled security. He emphasizes the need for scalable observability in today's tech landscape. The conversation also touches on Palo Alto's strategic growth outlook and its M&A approach to staying competitive in the cybersecurity sector. Additionally, the podcast highlights Nvidia's optimistic earnings forecast, reflecting a promising trajectory for AI technology.
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NVIDIA's Forecast Calms AI Bubble Fears
- NVIDIA's revenue forecast and Jensen Huang's commentary signaled much stronger-than-expected demand for AI chips.
- That guidance eased fears of an imminent AI bubble by showing sustained enterprise and cloud spending.
Export Controls Focus On Preventing Diversion
- NVIDIA emphasized rigorous anti-diversion controls when exporting chips to the Middle East to prevent technology transfer to China.
- The company sees multiple compliance paths including American-run clouds or technical/process safeguards.
Middle East Deals Highlight Geopolitical Risks
- U.S. approval to export Blackwell GPUs to UAE and Saudi Arabia required assurances to avoid leakage to China due to regional ties with Huawei.
- Washington remains divided on export-control legislation like the GAIN Act while seeking alternatives to manage technology diffusion.