Alison van Degelen
Technology journalist based in Silicon Valley covering big tech and AI, featured to discuss Nvidia, AI investment and market sentiment.
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Nov 19, 2025 • 9min
Nvidia results: What does it mean for AI?
Alison van Degelen, a Silicon Valley technology journalist, joins to dissect Nvidia's pivotal role in the AI boom and the looming anxiety over a potential AI bubble. Investment director Ross Mould offers insights into market expectations surrounding Nvidia's earnings and how this could impact investor sentiment. Meanwhile, Tobias Meyer, CEO of DHL Group, discusses the turbulence in global trade and the company's ambitious €1 billion investment plan in India, highlighting the importance of supply-chain diversification.
