We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Instant Reaction: Nvidia Delivers Solid Earnings

Instant Reaction: Nvidia Delivers Solid Earnings

2025/2/26
logo of podcast Bloomberg Daybreak: US Edition

Bloomberg Daybreak: US Edition

AI Deep Dive Transcript
People
C
Caroline Hyde
M
Mandeep Singh
M
Michael Shepard
R
Redd Brown
Topics
Redd Brown: 我对英伟达的财报感到满意,因为其业绩符合预期,并且对Blackwell的进展表示乐观。 Caroline Hyde: 我对英伟达的毛利率下降以及Blackwell需求的持续性表示担忧。我认为Jensen Huang的乐观态度可能掩盖了一些潜在问题,并且英伟达需要应对来自更便宜替代品的竞争。 Mandeep Singh: 我认为英伟达的网络收入下降是一个值得关注的问题,这可能与训练与推理的比例变化有关。此外,英伟达的毛利率下降可能与客户激励以及竞争加剧有关。 Michael Shepard: 我认为英伟达在中国市场的限制可能会对其业务产生影响,并且需要应对美国政府的出口限制。英伟达需要平衡美国市场和全球市场的关系,全球供应链也可能受到关税和出口限制的影响。

Deep Dive

Shownotes Transcript

Nvidia, the chipmaker at the center of an AI spending boom, gave solid quarterly results and a bullish revenue forecast for the current period, even if the numbers didn’t reach the blowout level that some investors were banking on. The outlook comes at a shaky time for the AI industry. Nvidia shares have dipped this year on concerns that data center operators will slow spending. Chinese startup DeepSeek also sparked fears that chatbots can be developed on the cheap, potentially reducing the need for Nvidia’s powerful chips for AI.For instant reaction, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with analysts and experts from across the Bloomberg newsroom, including:

  • Bloomberg News earnings reporter Redd Brown
  • Bloomberg Technology co-host Caroline Hyde
  • Bloomberg Intelligence senior tech industry analyst Mandeep Singh
  • Bloomberg News senior editor for technology and strategic industries Michael Shepard

See omnystudio.com/listener) for privacy information.