Mayumi Nagishi

Technology editor at Bloomberg with expertise in semiconductor and AI industry coverage; appears to discuss NVIDIA, SK Hynix and broader AI market dynamics on the episode.

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Oct 29, 2025 • 17min

No AI Bubble Says Nvidia, Bumper Bank Earnings, Speedy Trading Showdown

Mayumi Nagishi, Technology editor at Bloomberg, dives into the fascinating world of AI and semiconductor trends. She highlights NVIDIA's CEO Jensen Huang dismissing fears of an AI bubble, asserting the company's upcoming Blackwell chips could generate massive revenue. The discussion then shifts to SK Hynix's strong performance driven by AI demand and how geopolitical tensions may impact NVIDIA's access to the Chinese market. With insights into bank earnings and the latest AI developments, the conversation is both enlightening and timely.

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