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Nvidia’s Forecast Lifts AI Trade | Bloomberg Tech 11/20/2025

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s earnings, as the AI chip leader delivers an upbeat forecast. Plus, Palo Alto Networks CEO Nikesh Arora discusses the company’s earnings and plans to buy Chronosphere for $3.35 billion. And AI pioneer Yann LeCun is leaving Meta to launch his own startup. Chapters: 00:00:00 – Bloomberg Tech…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s earnings, as the AI chip leader delivers an upbeat forecast. Plus, Palo Alto Networks CEO Nikesh Arora discusses the company’s earnings and plans to buy Chronosphere for $3.35 billion. And AI pioneer Yann LeCun is leaving Meta to launch his own startup.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:04:55 – Michael Shepard, Bloomberg News
00:08:47 – Ayako Yoshioka, Wealth Enhancement Group
00:15:56 – Peter Elstrom, Bloomberg News
00:20:22 – Carmen Reinicke, Bloomberg News
00:23:50 – Ruben Roy, Stifel
00:29:01 – Nikesh Arora, Palo Alto Networks CEO
00:38:18 – Kunjan Sobhani, Bloomberg Intelligence
——–
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25 Comments

25 Comments

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Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more.
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Menlo: Agents Now Drive 80% of Enterprise AI Usage

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Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of Anthropic and OpenAI in enterprise API spending. He joins Carol Massar on “Bloomberg Tech.”
——–
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Nvidia Investor: Governance Now Part of the Valuation

Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest…

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Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Tech on YouTube:

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

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

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