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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

President Trump Announces Apple and Intel Chip Collaboration | Bloomberg Tech 6/18/2026

Bloomberg’s Ed Ludlow discusses the latest announcement made by President Donald Trump, which will see Apple and Intel joining forces to produce chips domestically, sending shares of the chipmaker higher. Plus, Anduril’s CEO discusses how the company won a contract with the US Air Force to produce autonomous fighters. And, SpaceX wraps up its first…

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Bloomberg’s Ed Ludlow discusses the latest announcement made by President Donald Trump, which will see Apple and Intel joining forces to produce chips domestically, sending shares of the chipmaker higher. Plus, Anduril’s CEO discusses how the company won a contract with the US Air Force to produce autonomous fighters. And, SpaceX wraps up its first full week of trading, with shares falling for a second day straight.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:12 – Ian King & Mandeep Singh, Bloomberg News
00:05:57 – Ankur Crawford, Alger
00:12:15 – Brian Schimpf, Anduril
00:20:57 – Matt Day, Bloomberg News
00:23:48 – Michael Regan, Bloomberg News
00:25:56 – Matthew Witheiler, Wellington Management
00:32:23 – Chris Pavolvski, Rumble CEO
00:37:18 – Dana Wollam, Bloomberg News
00:39:49 – Felix Gillette, Bloomberg News
00:41:42 – Randall Williams, Bloomberg News
——–
“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

Rumble Bets on AI Compute Demand With New AI Platform

Video platform Rumble is jumping on the AI bandwagon with its newest AI platform. Launching as Quake AI, the new sector combines cloud, compute, and AI infrastructure, and is slated to dominate the company’s business segment. Rumble CEO Chris Pavlovski joins Ed Ludlow on “Bloomberg Tech” with more on the pivot. ——– Like this video?…

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Video platform Rumble is jumping on the AI bandwagon with its newest AI platform. Launching as Quake AI, the new sector combines cloud, compute, and AI infrastructure, and is slated to dominate the company’s business segment. Rumble CEO Chris Pavlovski joins Ed Ludlow on “Bloomberg Tech” with more on the pivot.
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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Bloomberg Technology

Investors Anticipate Fresh Liquidity Following Historic SpaceX Debut

SpaceX’s historic public debut comes during a critical inflection point as a wave of multibillion-dollar AI companies prepare to go public. With the unprecedented IPO, investors are anticipating a wide-scale “distribution event” that will give private markets the fresh cash it desperately needs. Matt Witheiler, Head of Late-Stage Growth at Wellington Management, thinks the private…

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SpaceX’s historic public debut comes during a critical inflection point as a wave of multibillion-dollar AI companies prepare to go public. With the unprecedented IPO, investors are anticipating a wide-scale “distribution event” that will give private markets the fresh cash it desperately needs. Matt Witheiler, Head of Late-Stage Growth at Wellington Management, thinks the private tech ecosystem will see a cash return. He joins Ed Ludlow of “Bloomberg Tech”.
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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