Yasmeen Ahmad is Google Cloud's Managing Director of Data Cloud. She is among the group's top leaders on the database and data analytics team, which runs enterprise platforms like AlloyDB and BigQuery. That gives her keen insight into the evolution of large language models for data analysis and the growing number of use cases for Generative Artificial Intelligence,or “Gen AI,” a type of AI that can create new content like text, images, music and code, by learning patterns from large datasets.Yasmeen examines generative AI’s impact on data scientists and data developers with Tim Stenovec, Norah Mulinda and Bloomberg Intelligence Global Head of Technology Research Mandeep Singh on Bloomberg Businessweek Daily.See omnystudio.com/listener for privacy information.
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Live from the US Open: Day One
Watch Bloomberg Businessweek Daily LIVE every day on YouTube: http://bit.ly/3vTiACF.On this special edition of Bloomberg Businessweek Daily, Tim and guest host Molly Smith broadcast live from the USTA Billie Jean King National Tennis Center in Flushing, Queens. They speak with: Jon Wertheim, sports journalist and Correspondent for 60 Minutes, on the business of tennis Tim Bunnell, Senior Vice President of Programming at ESPN, on the changing landscape of sports media Bloomberg Cross-Asset Reporter Isabelle Lee and Managing Editor for Bloomberg Markets Live blog Kristine Aquino on the Thursday trade See omnystudio.com/listener for privacy information.
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ICYMI: Why Leading Retailers' Valuations Look "Scarier" Than Nvidia's
The stocks of Walmart Inc. and Costco Wholesale Corp. may represent a risk due to their high valuation, with forward price-earnings ratios of 34.3 times and 47 times, respectively. That's according to Bloomberg Opinion markets columnist Jonathan Levin, who writes that the "perception of safety has inflated the retailers' valuations, as investors believe they can't go down, which paradoxically puts them at a heightened risk of correction." Jonathan discusses the implications of that trend as well as his thoughts on Federal Reserve Chair Jerome Powell's response to President Donald Trump's pressure on the central bank with Tim Stenovec and Isabelle Lee on Bloomberg Businessweek Daily.See omnystudio.com/listener for privacy information.
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Nvidia Gives Lackluster Forecast, Stoking Fears of AI Slowdown
Watch Bloomberg Businessweek Daily LIVE every day on YouTube: http://bit.ly/3vTiACF. Nvidia Corp., the world’s most valuable publicly traded company, gave a tepid revenue forecast for the current period, fueling concerns that a massive run-up in artificial intelligence spending is slowing. Sales will be roughly $54 billion in the fiscal third quarter, which runs through October, the company said in a statement Wednesday. Though that was in line with the average Wall Street estimate, some analysts had projected more than $60 billion. The forecast excluded data center revenue from China, a market where it has struggled with US export restrictions and opposing pressure from Beijing. The company’s tepid outlook adds to concern that pace of investment in artificial intelligence systems is unsustainable. Difficulties in China also have clouded Nvidia’s business. Though the Trump administration recently eased restrictions on exports of some AI chips to that country, the reprieve hasn’t yet translated into a rebound in revenue. Today's show features:- Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners, and Bloomberg Intelligence Global Head of Technology Research Mandeep Singh break down Nvidia’s latest earnings report- Natasha Sarin, Professor of Law at Yale Law School, and Co-Founder and President of the Yale Budget Lab, on US monetary and trade policy issues- Dana Telsey, Founder, CEO and Chief Research Officer of Telsey Advisory Group, on key trends within the latest wave of retail earnings and the outlook for the US consumerSee omnystudio.com/listener for privacy information.
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Instant Reaction: Nvidia Gives Lukewarm Forecast, Stoking Fears of AI Slowdown
Nvidia, the world’s most valuable publicly traded company, gave a tepid revenue forecast for the current period, fueling concerns that a massive run-up in artificial intelligence spending is slowing. Sales will be roughly $54 billion in the fiscal third quarter, which runs through October, the company said in a statement Wednesday. Though that was in line with the average Wall Street estimate, some analysts had projected more than $60 billion. The forecast excluded data center revenue from China, a market where it has struggled with US export restrictions and opposing pressure from Beijing.The outlook adds to concern that pace of investment in artificial intelligence systems is unsustainable. The difficulties in China also have clouded Nvidia’s business. Though the Trump administration recently eased curbs on exports of some AI chips to that country, the reprieve hasn’t yet translated into a rebound in revenue.For instant reaction and analysis, hosts Tim Stenovec and Isabelle Lee speak with: Bloomberg Intelligence Global Head of Technology Research Mandeep Singh Bloomberg News Big Tech Team Leader Sarah Frier Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners See omnystudio.com/listener for privacy information.
Carol Massar and Tim Stenovec bring you reporting from the magazine that helps global leaders stay ahead, plus insight on the people, companies and trends shaping today's complex economy. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.
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