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Investor Expectations for Nvidia GTC

Daniel Pilling, portfolio manager at Sands Capital, says investors want to hear Nvidia talk about demand for inference scaling and training. He speaks with Caroline Hyde and Tim Stenovec on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and…

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Daniel Pilling, portfolio manager at Sands Capital, says investors want to hear Nvidia talk about demand for inference scaling and training. He speaks with Caroline Hyde and Tim Stenovec on “Bloomberg Technology.”
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1 Comment

1 Comment

  1. @HT-Block

    March 18, 2025 at 6:32 pm

    What are the Solutions, when you tinker with the peaks? Just that simple.. Ask “Jonathan” how he didn’t make it to the playoffs..

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Bloomberg Technology

Nvidia’s Huang Calls AI Jobs Concerns ‘Nonsense’

Nvidia’s Jensen Huang calls concerns of AI taking jobs “complete nonsense,” saying instead that companies are hiring more software engineers due to the abilities of new agentic AI features. ——– 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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Nvidia’s Jensen Huang calls concerns of AI taking jobs “complete nonsense,” saying instead that companies are hiring more software engineers due to the abilities of new agentic AI features.
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Bloomberg Technology

Nvidia Enters the Laptop Market with Superchip, Taking on Intel and AMD

Nvidia is entering the PC market with a new superchip. With Windows running on the chips, the company is going head-to-head with Intel and AMD, Tom Mackenzie explains. ——– 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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Nvidia is entering the PC market with a new superchip. With Windows running on the chips, the company is going head-to-head with Intel and AMD, Tom Mackenzie explains.
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Bloomberg Technology

Anthropic Files Confidentially for IPO in Race With OpenAI

Anthropic has confidentially submitted draft paperwork for a public listing, potentially leapfrogging longtime rival OpenAI in the race toward a Wall Street debut as soon as this fall. Edward Ludlow reports. Original filename: anthropic2.mp4 ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline…

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Anthropic has confidentially submitted draft paperwork for a public listing, potentially leapfrogging longtime rival OpenAI in the race toward a Wall Street debut as soon as this fall. Edward Ludlow reports.

Original filename: anthropic2.mp4
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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