Bloomberg Intelligence Instant Reaction: Nvidia Forecast Shatters Estimates
May 22, 2024
Bloomberg Intelligence hosts instant reaction to Nvidia's bullish sales forecast with guests Kunjan Sobhani, semiconductor analyst, and Dan Morgan, portfolio manager. They discuss Nvidia's AI computing strength, gaming revenue, data center success, revenue forecasts, stock split purpose, Blackwell chip impact, AI evolution, high margins, and competitive edge in AI investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Nvidia's Financial Performance Highlights and Future Expectations
01:35 • 6min
Analysis of Forecast and Future Prospects
07:08 • 2min
Expanding Horizons: NVIDIA's Data Center Growth and AI Evolution
09:29 • 2min
Exploring Nvidia's High Margin Success and Future Competitiveness
11:18 • 3min
Analysis of Tech Companies' AI CapEx and Nvidia's Strong Performance
14:01 • 2min
Analysis of Nvidia's Financial Results and Market Performance
15:39 • 2min