logo
episode-header-image
Sep 2025
36m 26s

Nvidia, OpenAI Make $100 Billion Data Ce...

bloomberg
About this episode

Bloomberg’s Caroline Hyde unpacks Nvidia's $100 billion investment in OpenAI for data centers, while a report from Bain raises concerns on the future of the AI industry. Plus Snowflake CEO Sridhar Ramaswamy discusses the company’s new initiative for a unified data standard. And the prospect of a TikTok deal lingers as US President Trump chastises China’s Russia relationship during his address to the UN general assembly.

See omnystudio.com/listener for privacy information.

Up next
Apr 2
Tesla’s Sales Miss, Next Stage of NASA’s Moon Mission
Bloomberg’s Tim Stenovec discusses the roller-coaster for tech stocks as the market reacts to the ongoing conflict with Iran. Plus, Tesla posts one of its worst sales quarters in years, disappointing Wall Street even as the company tries to convince investors its future is in AI. ... Show More
43m 52s
Apr 1
OpenAI Tops $850 Billion Valuation
Bloomberg’s Tim Stenovec discusses OpenAI’s recent mega-funding round that valued the company at $852 billion. Plus, Anthropic blames the accidental release of internal source code behind its Claude coding assistant on human error. And, it’s launch day for Artemis II as NASA prep ... Show More
43m 59s
Mar 31
Nvidia Invests $2 Billion in Marvell, Deepens Partnership
Bloomberg’s Matt Miller takes a look at Nvidia’s $2 billion investment in Marvell, part of an agreement to collaborate on silicon photonics technology. Plus, the debt binge fueling the AI boom continues, with CoreWeave raising $8.5 billion from banks and investors to expand its c ... Show More
44m 8s
Recommended Episodes
Sep 2025
Intel Said to Seek Apple Investment as Part of Comeback Bid
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Intel Corp. has approached Apple Inc. about securing an investment in the ailing chipmaker, according to people familiar with the matter, part of efforts to bolster a business that’s now partially owned by the U ... Show More
42m 2s
Sep 2025
Lululemon Tumbles, Broadcom Surges, Lennar on Eco Data
On this episode of Stock Movers:- Lululemon (LULU) shares tumble after the company slashed its outlook due to weakening demand and the Trump administration's tougher trade policies. The retailer warned it will take a $240 million hit from President Donald Trump's decision to end ... Show More
4m 2s
Aug 2025
National Guard in DC, US-China trade, Alaska and Nvidia
U.S. President Donald Trump is to deploy 800 National Guard troops to Washington temporarily taking over the capital's police department. The view of Alaskans ahead of President Trump’s talks with Russian President Vladimir Putin. And Trump suggests U.S. chipmaker Nvidia may be a ... Show More
12m 27s
Jan 2025
SoftBank Joins OpenAI, Oracle in AI Pact Unveiled by Trump
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Technology Co-Host Caroline Hyde interviews Arm CEO Rene Haas on the AI pact unveiled by President Trump. Bloomberg News AI Reporter Rachel Metz shares her thoughts on the AI infrastructure news. Naja ... Show More
57m 42s
Mar 2025
SOTS 2nd Hour: EXCLUSIVE: Nvidia CEO, plus AI Expert Takeaways & Trump’s Fired FTC Commissioner Fires Back 3/19/25
<p>A huge interview this hour – Nvidia CEO Jensen Huang alongside Jim Cramer. David Faber, Sara Eisen, and Michael Santoli broke down the latest for the stock ahead of the action with an analyst from Piper Sandler, before Jensen and Jim dove into a wide-ranging deep-dive: coverin ... Show More
51m 36s
May 2025
Instant Reaction: Nvidia Gives Solid Forecast, Despite China Concerns
Nvidia, the world’s most valuable chipmaker, gave an upbeat revenue forecast for the current period, even as a slowdown in China weighed on results. Sales will be about $45 billion in the second fiscal quarter, which runs through July, the company said on Wednesday. That included ... Show More
15m 9s
Apr 2025
Trump 100 Days Recap and Market Moves Ahead of Big Tech Earnings
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Beth Fouhy, Partner at FGS Global, and Hadriana Lowenkron, Bloomberg News National Politics Reporter, recap what we've seen from President Donald Trump's First 100 Days this week. Kunjan Sobhani, Bloomberg Inte ... Show More
48m 48s
Sep 2025
Weekly Roundup: Western Digital Rises, Broadcom Soars, Lululemon Drops
On this episode of Stock Movers:- Western Digital (WDC) rallied to be among the best performers in the S&P 500 this week after Morgan Stanley named the computer hardware and storage company its top pick, saying the shares “remain the most attractive short-and-longer-term investme ... Show More
4m 55s
Aug 2025
Nvidia Lower; Snowflake and Burlington Gain
On this episode of Stock Movers:- Nvidia (NVDA) shares are lower this morning after it gave a revenue forecast of roughly $54 billion for the fiscal third quarter, in line with the average Wall Street estimate but lower than some analysts' projections. The company's leadership re ... Show More
4m 45s
Feb 2025
Instant Reaction: Alphabet Slides After Cloud Sales Fall Short
Google parent Alphabet posted fourth-quarter revenue that missed analysts’ expectations as growth in its cloud business slowed. The shares fell more than 8%. Sales, excluding partner payouts, were $81.6 billion, Alphabet said Tuesday in a statement. Analysts had projected $82.8 b ... Show More
18m 5s