>> BLOOMBERG TECH IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE AND ED LUDLOW. >> NVIDIA'S STRONG REVENUE FORECAST SUE THIS INVESTOR CONCERNS ABOUT AND AT BUBBLE. OUR EXCLUSIVE CONVERSATION WITH CEO JENSEN HUANG.CAROLINE: THE CEO OF PALO ALTO NETWORKS JOINS US TO DISCUSS ITS OWN RESULTS TO BOOST ITS AI OFFERINGS. >> AND AI PIONEER WILL DEPART MEANT TOO TO START A NEW COMPANY. DETAILS LATER THIS HOUR.>> NOW WE FOCUS ON THE BROADER MARKETS. WE SAID YESTERDAY, SO NVIDIA, SO THE MARKET. THE NASDAQ 100, A BREAT ...

The stock. Just with the outlook for the fiscal fourth quarter, around $65 billion, depending on where you stood going into that, that is meaningfully above consensus to some. How do you react to that data point.Yeah. The data point is that the slope of the spend is continuing to move higher. And I think that that was a concern going into the print, especially after Jensen sort of let the cat out of the bag.On how strong demand has been going with the $500 billion of backlog that he talked about at GTC back ...

I feel like Jensen Huang was trying to give the trifecta a positive picture on demand, positive picture on supply, and he even had the opportunity to kind of throw a bit of shade at a six or Google TV use, saying that customers looked at alternatives and they came back to an idea. There was a lot there. What is the most important data point to you.I add. Good to see you. Perhaps.Maybe the most important one was that Johnson wasn't wearing his signature leather jacket, but for the most part, you know, for us ...

There's a pressure on Congress in particular to allow Jensen, Huang and India to have greater access to some of these so-called adversaries. What are you hearing. But what we're hearing is that the White House would like Congress to hold off on legislation that would force India to put American customers first ahead of adversarial nations like China.And, of course, India is proscribed from selling to China right now by US export controls and even by Beijing rejecting those h-20 chips that we've talked about ...

M&A Strategy and Growth - The company has made 28 acquisitions in approximately 75 years, demonstrating its ability to establish a presence in adjacent markets [2] - Strategic and timely M&A has created 30% of the company's opportunity, while 70% comes from organic innovation [11] - The company is willing to spend $30 billion to acquire $5 billion in ARR five years from now [12] Observability and AI - Observability is crucial as AI deployment increases, requiring real-time capabilities and 9999% availability [6][7] - The company acquired Connoisseur to address the observability space, citing its cost-effectiveness (25 times cheaper) and scalability for AI [9][10] - The company views AI as a significant opportunity that will create explosive growth for various technology subsectors, including cybersecurity [26] Platformization and Market Position - The company's platformization strategy aims to consolidate cybersecurity tools, offering a suite of solutions in one place [17] - The company aims to become the largest cybersecurity company globally, with aspirations to double or triple in size [16] - The cybersecurity industry is moving towards platformization, similar to other technology verticals like CRM and ITSM [18][19]

It started as an internet sensation. [music] Now, Spot, the viral robot dog, has become one of law enforcement's most reliable partners [music] in life or death situations. 5 years after its commercial debut, Spot is now working with more than 60 [music] SWAT and bomb squads across the US and Canada, Bloomberg has exclusively learned.You'll also find it on international [music] teams, including Italy's National Police and the Dutch Ministry of Defense. Weighing about 70 lbs, Spot helps police navigate [musi ...

We're excited to announce that we're doing a a 5 hundred megawatt. I mean, yes, 500 megawatt Five hundred megawatt. Yeah, we're doing Sorry this.Yeah. Yeah, yeah. And there's five hundred gigawatt would have to wait so that'll be eight bazillion trillion dollars.So yeah, we're doing a xAI and the Kingdom of Saudi Arabia are doing a main 500 megawatts starting with 50 megawatts phase one and we're doing it with Nvidia. Yeah. Congratulations to the human team to target team.Such a fantastic job. ...

Nvidia deflating the AI bubble fears [music] at least for now with blowout earnings in the third quarter and a forecast of incredible revenue strength in the fourth quarter. 65 billion US is what they forecast and they are projecting in the quarters ahead revenues and sales of more than half [music] a trillion. Valuations though are a key concern still for investors.This is a company trading at more than 40 times its forward earnings. [music] And then analysts as well questioning to what extent the spend on ...

Jen said. During the call, the US Commerce Department issued a statement saying that you are now permitted to export up to 35,000 black well chips each to both Saudi Humane and to the UAE through g42. But there are some requirements that the US has a view in particular around controls of preventing tech transfer to China through the Middle East.What can you tell us about your understanding of what the US government is asking of you that. That that that that that element is has been around for a long time is ...

Jensen, it's been an astonishingly busy day for you in Washington, D. C. , so I'm grateful for your time.You're sold out of Blackwell. That's what you said. But also that $500 billion forecast, which is Blackwell Rubin has room to grow.How do those fit together. I said sales are off the charts for Blackwell. And Nvidia GPUs in the cloud are sold out.We got plenty of black walls to sell you. We have lots of black walls coming. We're making a lot of black wells. And we have a bunch of Vera Rubin is coming.And ...