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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

    All regards assemble 🫡

  2. @AdnanaliMagan2025

    November 19, 2025 at 4:50 pm

    Well actually but it doesn’t operate that system is not a good so invidious not a good so we will not allow what is wrong with it is not good so look for an other name to get a good so this is equal opportunities in the morning so priorities baby is very good so we would try to help you out side of the USA inoder to win that is good so you have have many mistakes abouts and baby good so we never allow you to go to the court to see what it is not good so iwant to tell to the supreme court to call for invidious on the road otherwise to block it totally corruption is not a good so this morning will not work for you to the supreme court issue for you to be a good so it is going to be down to the court and baby

  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

Jensen Huang Ousted By Nvidia Board As CEO

Bloomberg’s Ed Ludlow breaks down the news of Jensen Huang ousted from his post as Nvidia CEO after reports of two affairs, including one with a woman US officials reportedly suspected of spying for China. Now investors are confronting a question that barely existed days ago: what is Nvidia without Jensen Huang? 00:00:00 – Bloomberg…

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Bloomberg’s Ed Ludlow breaks down the news of Jensen Huang ousted from his post as Nvidia CEO after reports of two affairs, including one with a woman US officials reportedly suspected of spying for China. Now investors are confronting a question that barely existed days ago: what is Nvidia without Jensen Huang?

00:00:00 – Bloomberg Tech Begins
00:01:11 – Ian King on Jensen Huang ousted by Nvidia
00:03:37 – Ryan Vlastelica on Nvidia slides as Huang
00:06:51 – Sara Araghi, Franklin Templeton on Nvidia CFO interm CEO
00:14:14 – Mandeep Singh on Tech Stocks Waiver after Huang Ousting
00:18:55 – Brian Mulberry, Zacks Investments on Nvidia
00:24:35 – Emily Chang on Nvidia Faces Future Without Huang
00:31:19 – Michael Shepard on Nvidia Faces Justice Dept Probes
00:35:11 – Christina Clark, Miller & Chevalier on Huang affair with alleged Chinese spy
00:41:44 – Carmen Reinicke on Nvidia ousted Huang
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Bloomberg Technology

Former Prosecutor Breaks Down Nvidia’s Legal Exposure

Questions remain over the potential legal and national security fallout for Nvidia and former CEO Jensen Huang following revelations about Huang’s relationship with a woman alleged to have ties to Chinese intelligence. Miller & Chevalier partner and former federal prosecutor Christina Clark explains how counterintelligence and criminal investigations could proceed in parallel and why Nvidia’s…

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Questions remain over the potential legal and national security fallout for Nvidia and former CEO Jensen Huang following revelations about Huang’s relationship with a woman alleged to have ties to Chinese intelligence. Miller & Chevalier partner and former federal prosecutor Christina Clark explains how counterintelligence and criminal investigations could proceed in parallel and why Nvidia’s independent board investigation may represent only one piece of a broader government inquiry. She joins Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

How Adobe Is Helping Disney with Custom AI Tools

Adobe and Disney have entered a multi-year partnership to help develop custom AI models and tools that the entertainment giant can use across its theme parks, studio and sports ‌media businesses. Deepa Subramaniam, Vice President of Product Marketing for Creative Professionals at Adobe, explains how it all works with Riley Griffin on “Bloomberg Tech.” ——–…

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Adobe and Disney have entered a multi-year partnership to help develop custom AI models and tools that the entertainment giant can use across its theme parks, studio and sports ‌media businesses. Deepa Subramaniam, Vice President of Product Marketing for Creative Professionals at Adobe, explains how it all works with Riley Griffin on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Tech on YouTube:

 
Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:

 
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