Pierre Ferragu

Head of Global Tech Infrastructure at New Street Research; covers NVIDIA, AI infrastructure demand, and the competitive landscape between U.S. and China in AI.

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Oct 29, 2025 • 29min

Bloomberg Surveillance TV: October 29th, 2025

Blake Gwinn from RBC Capital Markets offers insights on upcoming Fed rate cuts and their implications for U.S. Treasuries. Gargi Chaudhuri of BlackRock discusses record-high equity markets and the dominance of AI hyperscalers in earnings growth. Pierre Ferragu from New Street Research analyzes NVIDIA's future in the competitive U.S.-China AI landscape. Mary Lovely of the Peterson Institute highlights key issues in U.S.-China trade relations while pondering the effects of potential tariff reductions on economic tension.

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