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All Eyes on Nvidia Ahead of Earnings | Bloomberg Tech 11/19/2025

Bloomberg’s Caroline Hyde and Ed Ludlow discuss what investors are keeping their eyes peeled for when Nvidia’s earnings come out. Plus, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk speak at the US-Saudi Investment Forum. And Brookfield Asset Management targets $10 billion of fund commitments for a global AI infrastructure program in partnership with…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss what investors are keeping their eyes peeled for when Nvidia’s earnings come out. Plus, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk speak at the US-Saudi Investment Forum. And Brookfield Asset Management targets $10 billion of fund commitments for a global AI infrastructure program in partnership with Nvidia and Kuwait’s wealth fund.

Chapters:
00:00:00 – Bloomberg Tech starts
00:06:11 – Marta Norton on Nvidia Earnings, Says AI Supercycle Is Real
00:11:51 – Elon Musk, Jensen Huang Speak at US-Saudi Investment Forum
00:28:09 – Google Launches New Gemini AI Model
00:30:39 – Pooja Goyal Says Need Large Energy Capacity to Avoid Bottlenecks in AI Buildout
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4 Comments

4 Comments

  1. @LighteningOne

    November 19, 2025 at 3:48 pm

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  2. @AdnanaliMagan2025

    November 19, 2025 at 4:50 pm

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  3. @mil546

    November 19, 2025 at 6:53 pm

    He is not funny at all.

  4. @mussen1876

    November 19, 2025 at 8:02 pm

    @16:17 should that be 460GW (without ‘per year’) meaning continuous load? (maybe averaged out per year?)

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Bloomberg Technology

SpaceX-Tesla Combination ‘Extremely Tangible,’ Ferragu Says

Pierre Ferragu, managing director at New Street Research, examines the prospect of combining SpaceX with Tesla Inc. Elon Musk openly endorsed the idea Tuesday, saying the boards of both companies had formed special committees of independent directors to consider the proposal. He speaks on Bloomberg Television. ——– Like this video? Subscribe to Bloomberg Tech on…

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Pierre Ferragu, managing director at New Street Research, examines the prospect of combining SpaceX with Tesla Inc. Elon Musk openly endorsed the idea Tuesday, saying the boards of both companies had formed special committees of independent directors to consider the proposal. He speaks on Bloomberg Television.
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Bloomberg Technology

What Could a Combination of SpaceX and Tesla Look Like?

Elon Musk said SpaceX and Tesla Inc. have formed special committees to explore a potential merger, a preliminary step toward what would rank as the largest corporate tie-up of all time. Ed Ludlow reports. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:   Get the…

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Elon Musk said SpaceX and Tesla Inc. have formed special committees to explore a potential merger, a preliminary step toward what would rank as the largest corporate tie-up of all time. Ed Ludlow reports.
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Bloomberg Technology

Musk Says SpaceX, Tesla Merger Makes Sense

Elon Musk says combining SpaceX and Tesla makes sense. “There’s a lot to be gained from cooperating on developing superintelligence software,” he said during the SpaceX earnings webcast on Tuesday. Musk, who is chief executive officer of both companies, says he won’t take part in any committee discussions about the idea. ——– Like this video?…

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Elon Musk says combining SpaceX and Tesla makes sense. “There’s a lot to be gained from cooperating on developing superintelligence software,” he said during the SpaceX earnings webcast on Tuesday. Musk, who is chief executive officer of both companies, says he won’t take part in any committee discussions about the idea.
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