Instant Reaction: Nvidia Sales Forecast Falls Short

Ed Ludlow is a co-host at Bloomberg Technology, while Kunjan Sobhani serves as a Senior Semiconductor Analyst at Bloomberg Intelligence. They discuss Nvidia's recent revenue forecast falling short of expectations, raising concerns about its growth momentum. The duo delves into the complexities of Nvidia's upcoming Blackwell architecture and the implications for the AI market. They also analyze stock fluctuations, market sentiment, and the competitive challenges Nvidia faces, emphasizing the importance of diversification in its customer base.