logo
episode-header-image
Nov 9
20 m

The AI Economy Runs on Nvidia. Can It Su...

Bloomberg and iHeartPodcasts
About this episode

Nvidia CEO Jensen Huang is at the center of the circular AI economy — and news of his extra-marital affair with an alleged Chinese spy has hammered Nvidia’s stock and threatened to roil markets.

On today’s Big Take podcast, host Sarah Holder is joined by Sarah Frier, managing editor for big tech, AI and startups, and tech policy editor Michael Shepard to discuss how Nvidia, the AI sector and the US government are navigating the scandal, its fallout and the investigations ahead.

Read more:

Nvidia Scandal Creates Risks for Whole AI Industry, Not Just CEO

We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.

Host: Sarah Holder; Guests: Sarah Frier and Michael Shepard; Produced by David Fox; Edited by Tracey Samuelson; Engineering by Emma Munger

See omnystudio.com/listener for privacy information.

Up next
Yesterday
Democrats Now Control the Future of the Supreme Court
Democrats were considering radical Supreme Court reform to address its conservative tilt. Now, their sweeping midterm victory enables the party to put a stamp on the US Supreme Court without fundamentally altering the institution. On today’s Big Take podcast, Harvard Law constitu ... Show More
20m 26s
Nov 8
Weekend Listen: Composer Max Richter on AI and Music’s Future
Max Richter is one of the most successful classical composers alive. His catalog has had more than 4 billion streams and his works range from an eight-hour album based on the science of sleep to the Oscar-nominated score for the film Hamnet. Richter’s work often responds to polit ... Show More
42m 31s
Nov 6
The New AI Trade Is FOGO: ‘Fear of Getting Obliterated’
Wall Street’s brutal, $3.7 trillion rout cascaded into Asian markets, putting chipmakers and tech companies in its crosshairs. Host K. Oanh Ha sat down with Bloomberg Opinion Columnist Shuli Ren to look at what comes next for AI – and consider whether this is simply a correction ... Show More
14m 30s
Recommended Episodes
Feb 2024
The Panama Canal is drying up
A drought has dramatically reduced the Panama Canal’s capacity, leading to higher costs and big delays for US-bound goods. Reporter Mie Dahl and economics professor Sharat Ganapati deliver the shipping news. This episode was produced by Jesse Alejandro Cottrell and Haleema Shah, ... Show More
25m 39s
Mar 2024
Disruption and drought in the Panama Canal
The important shipping route runs for 82 km through Central America, connecting the Atlantic and Pacific Oceans.But a long period of dry weather means the water in the canal is very low, reducing the number of boats that can travel though.We travel to Panama to look at the impact ... Show More
18m 18s
Aug 2023
Drought causes headaches for Panama Canal
<p>Some of private equity’s biggest names are handing over companies they own to the lending arms of rivals, and Iran is dealing with the consequences of ultra-cheap petrol. Plus, the FT’s Christine Murray explains how the shipping industry is dealing with a severe drought that’s ... Show More
9m 8s
Oct 2021
America’s broken supply chain
tail spinning
22m 4s
Mar 2025
Deep Dive: The Economic Power Struggle Over the Panama Canal
<p>For over a century, the Panama Canal has been a vital artery of global trade and a symbol of U.S. economic dominance. But in 2025, it’s back in the headlines—Donald Trump is calling to reclaim it, and BlackRock has just acquired key ports on either side of the canal. This epis ... Show More
9m 23s
Oct 2021
The Great Supply Chain Disruption
<p>Throughout the pandemic, businesses of all sizes have faced delays, product shortages and rising costs linked to disruptions in the global supply chain. Consumers have been confronted with an experience rare in modern times: no stock available, and no idea when it will come in ... Show More
33m 3s