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Bloomberg’s Caroline Hyde and Ed Ludlow discuss what investors are keeping their eyes peeled for when Nvidia’s earnings come out. Plus, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk speak at the US-Saudi Investment Forum. And Brookfield Asset Management targets $10 billion of fund commitments for a global AI infrastructure program in partnership with Nvidia and Kuwait's wealth fund.
Chapters:
00:00:00 - Bloomberg Tech starts
00:06:11 - Marta Norton on Nvidia Earnings, Says AI Supercycle Is Real
00:11:51 - Elon Musk, Jensen Huang Speak at US-Saudi Investment Forum
00:28:09 - Google Launches New Gemini AI Model
00:30:39 - Pooja Goyal Says Need Large Energy Capacity to Avoid Bottlenecks in AI Buildout
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