Bloomberg Tech Google Agrees to Buy Wiz, Investors Prepare for Nvidia GTC
Mar 18, 2025
Catherine Rooney-Vera, Chief Market Strategist at Stonex Group, brings sharp insights on the tech market's current landscape. She discusses Google's ambitious $32 billion acquisition of Wiz, emphasizing its critical role in enhancing Google's cloud security in a competitive arena. The conversation dives into investor expectations for NVIDIA at GTC, touching on the broader implications of AI advancements in healthcare, while also addressing the market's cautious behavior amidst recent legal disputes in AI technology.
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Google's Big Bet on Cloud Security
- Google's acquisition of Wiz, a cloud security firm, for $32 billion signifies a strategic move in the cloud security space.
- This acquisition, Google's largest to date, highlights their commitment to competing with Microsoft and Amazon.
Nvidia's GTC: Focus on AI Agents and Inference
- Investors await Jensen Huang's keynote at NVIDIA's GTC, hoping for clarity on the company's AI chip plans and the potential of reasoning models.
- Mandeep Singh suggests a focus on AI agents and inference, given the market's pivot towards reasoning and inference time scaling.
Inference and Training Scaling Key for NVIDIA
- Daniel Pilling emphasizes the importance of inference scaling and training scaling for NVIDIA's continued growth.
- He believes physical AI, particularly self-driving cars, will drive massive inference demand in the next one to two years.