Bloomberg Daybreak: Asia Edition Oil in Focus, Jensen Huang at CES, Separating Signal from Noise
Jan 6, 2026
Annabelle Droulers, a Bloomberg reporter at CES, dives into NVIDIA's exciting announcements, including the Alpamayo AI model aimed at enhancing autonomous vehicles' decision-making. Meanwhile, Andrew Skadoff, Chief Investment Officer at Bancreek Capital Advisors, explores how to sift through market noise from geopolitics to central bank policy. He advises on the risks of tech concentration and highlights small-cap opportunities for steady growth. Together, they unpack the evolving landscape of AI, energy markets, and investment strategies.
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Venezuela's Limited Near-Term Oil Impact
- Venezuela produces less than 1% of global oil supply despite vast reserves.
- Restoring prior output needs huge investment and will take years, limiting near-term impact on oil markets.
Rebuilding Venezuela Requires Decade And Billions
- Analysts estimate roughly $10 billion per year for a decade to rebuild Venezuela's oil output.
- Physical deterioration, corruption and sanctions make a quick revival implausible despite political changes.
Nvidia Prepares For Gigawatt AI Factories
- Jensen Huang announced Alpamayo and new Rubin architecture aimed at bigger, more efficient AI compute.
- Nvidia positions itself for 'gigawatt AI factories' as AI workloads demand far more power and scale.
