Bloomberg Talks

Nvidia, the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle. Sales will be about $65 billion in the fiscal fourth quarter, which runs through January, the chipmaker said in a statement Wednesday. Analysts had estimated $62 billion on average, with some predictions ranging as high as $75 billion. 

The outlook signals that demand remains strong for Nvidia’s artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia has faced growing fears that the runaway spending on such equipment isn’t sustainable. Nvidia shares gained about 4% in late trading after the report was released. They had been up 39% this year through the close.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:

• Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners
• Bloomberg Tech Co-Host Ed Ludlow
• Bloomberg News Big Tech Team Leader Sarah Frier

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NEC Director Kevin Hassett speaks to Bloomberg's Anna Wong at the Bloomberg Insights & Innovation Summit in Washington D.C.

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H.E. Lawrence Wong, prime minister & minister for finance, Republic of Singapore, discusses adapting economically and politically to a future likely defined not by convergence, but by strategic decoupling and regional realignment with Bloomberg's John Micklethwait at the 2025 Bloomberg New Economy Forum in Singapore.

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Dr. Adam Posen, President of the Peterson Institute for International Economics discusses the relationship between the United States and Saudi Arabia, the economic reprecussions of the relationship, and the remarks earlier today by United States President Donald Trump and Saudi Crown Prince Mohammed bin Salman. Posen spoke with Bloomberg's Carol Massar and Tim Stenovec.

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Fubu Founder Daymond John discusses his advice for entrepeneurs, how that advice has changed throughout the years, the supply chain changes, consumer health, and the effects of tariffs. John spoke with Bloomberg 's Romaine Bostick and Katie Greifeld.

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Roblox is rolling out facial age checks on a voluntary basis, allowing users to share a photo or video of their face to verify their age. The company's CEO, David Baszucki, says age-verification will rely on more than just images and video to confirm users' ages, using "a bunch of other signals" in addition to facial age estimation. He speaks with Bloomberg's Caroline Hyde. 

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Former Vice President Mike Pence discusses the Trump administration's tariff policy, the war in Ukraine, and Saudi Crown Prince Mohammed bin Salman's White House visit. Pence spoke to Bloomberg TV anchor Kriti Gupta in London.

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Glenn Fogel, CEO of Booking Holdings, the parent company of Booking.com and OpenTable, says he's "hopeful" that EU efforts to simplify digital regulations will help to ease the burden on companies. He spoke to Bloomberg Radio's Stephen Carroll in Brussels.

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Mozilla Corporation CEO Laura Chambers sees it as no surprise that AI companies are entering into the web browser space, citing incredible access into a persons credentials, tabs, and how someone spends their time, calling this a "moment of resurgence for the browser." She joined Carol Massar and Tim Stenovec on 'Bloomberg Businessweek Daily' to break down web browser evolution and data privacy in the AI era.

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Glenn Hubbard, Dean Emeritus at Columbia Business School, discusses the impact of artificial intelligence and Fed independence on the US economy. He speaks with Bloomberg's Tom Keene and Paul Sweeney. 

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