Bloomberg Technology Nvidia Shrugs Off China Concerns With Upbeat Forecast
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May 29, 2025 Investors are buzzing as Nvidia surpasses Microsoft in value, shaking off fears about China. Informatica’s CEO reveals insights behind Salesforce's hefty acquisition. Meanwhile, Tesla eyes a June launch for its robotaxi service in Austin, as Elon Musk eases his government involvement. The podcast dives into the booming AI infrastructure market, digital innovation's role in health solutions, and the complex world of gaming apps amidst geopolitical tensions. Secure identity management is spotlighted as critical in our cloud-driven era.
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Nvidia's Chip Demand Beats Expectations
- Nvidia's GB200 chip demand exceeds prior expectations despite China restrictions. - Market focus shifts to H2 outlook and chip transition beyond immediate earnings.
Nvidia Navigates China Uncertainty
- Nvidia's China revenue is uncertain due to export bans but company likely redesigns chips for that market. - Long-term AI infrastructure build-out supports Nvidia's sustained growth despite short-term noise.
Focus on Demand Over Quarters
- Investors should focus on demand cues and supply constraints in Nvidia's AI growth story. - Look beyond quarterly fluctuations to assess the long-term AI infrastructure opportunity.