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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

Apple Forecasts Sales Growth Amid Memory Shortage | Bloomberg Tech 5/1/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s strong outlook amid the continued memory supply crunch. Plus, Roblox CEO Dave Baszucki discusses the gaming platform’s “aggressive push to enhance safety” that tempered user growth. And, Bloomberg spoke with OpenAI CFO Sarah Friar who pushes back on a report that the AI leader is missing its…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s strong outlook amid the continued memory supply crunch. Plus, Roblox CEO Dave Baszucki discusses the gaming platform’s “aggressive push to enhance safety” that tempered user growth. And, Bloomberg spoke with OpenAI CFO Sarah Friar who pushes back on a report that the AI leader is missing its own targets.

Chapters:
00:00:00 – Intro
00:10:44 – OpenAI CFO Sees ‘Vertical Wall of Demand’
00:17:41 – Twilio CEO Khozema Shipchandler
00:26:50 – Roblox CEO David Baszucki
——–
“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

Roblox Shares Dive on Slower User Growth

Roblox stock plummeted after the company slashed its full-year bookings forecast, admitting that new age-verification and child-safety features are creating major short-term friction for user growth. Roblox CEO Dave Baszucki joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Roblox stock plummeted after the company slashed its full-year bookings forecast, admitting that new age-verification and child-safety features are creating major short-term friction for user growth. Roblox CEO Dave Baszucki joins Caroline Hyde and Ed Ludlow on “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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Bloomberg Technology

Twilio CEO on Its ‘Milestone Quarter’

Twilio reported its fastest revenue growth in over three years, fueled by a massive surge in AI-driven demand. Twilio CEO Khozema Shipchandler discussed what he called a “milestone quarter” with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of…

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Twilio reported its fastest revenue growth in over three years, fueled by a massive surge in AI-driven demand. Twilio CEO Khozema Shipchandler discussed what he called a “milestone quarter” with Caroline Hyde and Ed Ludlow on “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:

 
Get the latest in tech from Silicon Valley and around the world here:

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