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Bloomberg Daybreak: Asia Edition
Daybreak Weekend: Nvidia Earnings, G20 Summit, PBOC Decision
Nov 15, 2024
Discover the excitement around Nvidia's earnings report as it targets a staggering $3.5 trillion valuation. Dive into the intriguing dynamics of the G20 summit, where global leaders will tackle pressing issues like trade and climate amid geopolitical tensions. Explore the challenges facing the U.S. housing market, with declining home sales influencing economic trends. Plus, gain insights into China's economic strategies and the People's Bank of China's decisions aimed at combating deflation.
38:58
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Quick takeaways
- NVIDIA's strong market dominance is reinforced by increasing demand for its GPUs and anticipated future product launches, particularly the Blackwell series.
- The upcoming G20 summit will address crucial geopolitical issues while balancing international economic priorities, especially in context of the Ukraine conflict.
Deep dives
NVIDIA's Strong Market Position
NVIDIA has reported a significant increase in demand for its GPU products, particularly the Hopper accelerator series, which commands about 90% of the market for similar devices. The anticipated launch of their next product line, Blackwell, is projected to enhance this share further, with customers eagerly awaiting shipments set to begin in 2025. Analysts expect NVIDIA's third-quarter earnings to reflect strong growth, largely driven by robust adoption among major cloud service providers like Meta, Microsoft, and Alphabet. This ongoing demand suggests NVIDIA's market dominance remains intact, despite increased competition from companies developing their own AI accelerators.
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