The world’s biggest tech firm delivered earnings this week against a backdrop of nervous investors, watching eagerly to see if the AI trade was winding down or has further to run. The chip giant presented markets with something to get excited about, providing a bullish outlook as CEO Jensen Huang said demand for its artificial-intelligence accelerators continues to expand. The fresh boost of confidence is likely to mean investment in the AI buildout will only ramp up as companies and countries across the world strive to carve out a piece of the AI pie.
Chapters:
00:00:00 – Markets Snapshot
00:00:06 – Wei Li, BlackRock
00:00:25 – Mark Cudmore, MLIV
00:00:43 – Anthony Stephens, Bloomberg
00:01:01 – Paul Markham, GAM Investments
00:01:11 – Matthias Reschke, JPMorgan
00:01:31 – Madelaine Jones, Oaktree
00:01:40 – Stephanie Niven, Ninety One
00:01:54 – Clare Pleydell-Bouverie, Liontrust
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