Keep pulling the thread on Bloomberg Surveillance.
NVIDIA's revenue from non-hyperscaler customers now represents almost a 50/50 split with its hyperscaler business.
NVIDIA has pivoted its corporate narrative to focus more on the CPU market in response to the growing trend of agentic AI.
Vishal Kanduja predicts that if the war in Ukraine ends and oil prices fall, the 10-year US Treasury yield would drop to approximately 4.25%.
Latranachathan of ECRI states that underlying inflation cycles are trending upwards in the US, Europe, and Japan.
Latranachathan fears the current Federal Reserve policy could resemble the high-volatility 1970s era of Arthur Burns rather than the more stable 1990s era of Alan Greenspan.
Latranachathan is concerned that if the Federal Reserve cuts rates while the ECRI's Future Inflation Gauge is still rising, it will cause greater economic volatility.
Latranachathan fears the Federal Reserve will make a policy mistake by confusing structural and cyclical inflation trends, which he claims they have done five times in a row.
According to a report from The Information, Anthropic is in talks to use Microsoft's AI chips.
Ivan Feinseth predicts the SpaceX IPO will be very well received by the market due to significant investor interest.
NVIDIA recently reclassified its data center revenues, breaking them down between hyperscalers and non-hyperscalers.
Frank Lee believes NVIDIA needs to demonstrate continued growth in its non-hyperscaler customer segment to achieve a significant stock re-rating.
Paul Sweeney observes that competition for NVIDIA is building from companies like AMD and Intel.