Nvidia’s forecast for roughly 70% revenue growth next fiscal year is changing the debate around the durability of the AI boom, according to Wealth Enhancement Group Deputy CIO Doug Huber. He explains why the question is shifting from whether AI demand is slowing to whether the industry can physically build enough compute to satisfy it, and why Nvidia’s investments in frontier AI labs could ultimately deepen demand for its technology. He joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:
Get the latest in tech from Silicon Valley and around the world here:
Connect with us on…
X:
Facebook:
Instagram:
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
Listen to the daily Bloomberg Technology podcast here:
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:
source
