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NVIDIA results ease AI bubble fears
NVIDIA CEO Jensen Huang shrugged off concerns about an AI bubble on Wednesday, as the company surprised Wall Street with accelerating growth after several quarters of slowing sales growth. Technology-heavy indices in Asia are trading significantly higher this morning. Defence companies came under selling pressure after news of a potential US peace plan for Ukraine. Oil also fell on the news. Norbert Rücker, Head of Economics and Next Generation Research, shares his latest view on the black gold and dives deeper into the topic of data centres and related energy demand.
- (00:00) - Introduction: Mike Rauber, Product & Investment Content
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By Julius Baer
5
44 ratings
NVIDIA CEO Jensen Huang shrugged off concerns about an AI bubble on Wednesday, as the company surprised Wall Street with accelerating growth after several quarters of slowing sales growth. Technology-heavy indices in Asia are trading significantly higher this morning. Defence companies came under selling pressure after news of a potential US peace plan for Ukraine. Oil also fell on the news. Norbert Rücker, Head of Economics and Next Generation Research, shares his latest view on the black gold and dives deeper into the topic of data centres and related energy demand.
- (00:00) - Introduction: Mike Rauber, Product & Investment Content
Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
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