Jay Goldberg

Jay Goldberg, Senior Analyst at Seaport Research Partners, shares insights on Nvidia's booming $65 billion revenue forecast, countering concerns about an AI spending bubble. He discusses the implications of circular financing in Nvidia's deals and the potential risks involved. Sarah Frier, Bloomberg News Big Tech team leader, highlights the persistent momentum in AI adoption, emphasizing that the industry is still in its early stages. Both delve into Nvidia's strategic choices regarding China and the challenges of rapid GPU innovation.

Jay Goldberg, a senior analyst specializing in semiconductors at Seaport Research Partners, and Sarah Frier, Bloomberg News' Big Tech team leader, dive into Nvidia's robust $65 billion revenue forecast, smashing prior worries about an AI bubble. They discuss investor sentiment, the sustainability of AI spending, and Nvidia's strategic investments, revealing insights on GPU lifecycle and market dynamics. Frier also provides a Silicon Valley perspective, balancing optimism with concerns about competition and energy demands shaping the tech landscape.

Jay Goldberg, a senior analyst at Seaport Research Partners, shares insights on Intel's recent upbeat revenue forecast spurred by a rebound in PC demand. He explains how new 18A manufacturing techniques and collaborations with TSMC have boosted Intel's performance. Other fascinating topics include the challenges of Intel's foundry strategy, the impact of U.S. government investments, and the cultural changes under CEO Pat Gelsinger. Goldberg poses a critical question about the future of Intel Foundry, sparking a thoughtful discussion on pivoting to competitiveness.

Jordan Rochester, Head of FICC Strategy at Mizuho, analyzes the implications of Sanae Takaichi's expected rise as Japan's next prime minister and its potential impact on financial markets. Paul Donovan, Chief Economist at UBS, discusses how the U.S. government shutdown affects economic data reliability and the risks of permanent federal layoffs. Jay Goldberg, Senior Analyst at Seaport Research Partners, critiques the current AI-driven market enthusiasm, suggesting it may be bubble-like and highlighting the constraints on investment in AI infrastructure.

Jay Goldberg, a Senior Analyst for Semiconductors & Electronics at Seaport Research Partners, discusses Nvidia's lukewarm revenue forecast, revealing concerns over a potential slowdown in AI spending. He notes that despite Nvidia's forecast aligning with Wall Street, analysts had higher expectations. The conversation highlights challenges in the Chinese market, the impact of tech giants increasing their capital expenditures, and how internal chip development by competitors could affect Nvidia's growth prospects in a rapidly evolving landscape.

Joining the conversation are Ed Ludlow, Bloomberg Tech co-host and Nvidia expert; Jay Goldberg, semiconductor analyst sharing his insights; Sarah Frier, Big Tech leader discussing AI spending implications; and Samuel Sahn, real estate investor highlighting AI's impact on data centers. They dive into Nvidia's impressive revenue forecast, discuss fears of an AI bubble, and the ongoing demand for AI accelerators. The discussion also covers the electrifying issues of resource constraints and the optimism in Silicon Valley regarding AI's future.

Ed Ludlow, a Bloomberg Tech co-host, interviews NVIDIA's CEO about the company's impressive revenue forecast of $65 billion, challenging AI bubble fears. Jay Goldberg, a semiconductor analyst, discusses the implications of GPU lifecycles and economic pressures. Sarah Frier offers insights into Silicon Valley's optimistic view on AI spending and the potential for innovation amidst concern over market sustainability. The conversation navigates the complexities of demand, supply constraints, and the balance between hype and real technological advancement.

Jay Goldberg, a Senior Analyst at Seaport Research Partners, and Mark Gurman, Managing Editor at Bloomberg News, dive into Apple's latest quarterly performance. They explore how Apple's revenue hit $102.5 billion, fueled by strong service growth, despite disappointing sales in China. Goldberg discusses the supply chain implications and the enthusiastic consumer response to the iPhone Air. Gurman highlights critical insights on product timing and the strategic challenges Apple faces in the Chinese market. Together, they provide a nuanced outlook on Apple's future.

Laura Martin, a Senior Analyst at Needham & Company, provides insights on Alphabet’s earnings and anticipates Apple's performance. Meanwhile, Jay Goldberg, a semiconductor expert from Seaport Research Partners, delves into Intel's struggles amid fierce competition. Ross Gerber, CEO of Gerber Kawasaki, discusses Tesla’s uncertain future as the company pivots towards robotics. The intriguing tensions unfold as President Trump and Fed Chairman Powell clash over interest rates and budget overruns during a Fed building tour, revealing their complex relationship.

Join Jay Goldberg, Senior Analyst at Seaport Research Partners, as he dissects Nvidia's optimistic earnings forecast amidst a Chinese market slowdown. He explains how Nvidia’s focus on AI infrastructure is transforming the economy, drawing parallels to the early internet boom. Meanwhile, Max Chafkin shares intriguing insights on Elon Musk's controversies involving political dynamics and his ventures like Dogecoin. The conversation touches on the implications of AI for job markets and navigates the evolving landscape of technology and investment.