Why The Fed Is A Bigger Risk For The AI Boom Than Nvidia
Channel: Bloomberg Television
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Read a transcript preview of “Why The Fed Is A Bigger Risk For The AI Boom Than Nvidia” from Bloomberg Television, uploaded on 2026-11-12.
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Language: English (creator captions)
[0:03] A fresh shock for the company at the heart of the global AI boom.
[0:06] Nvidia CEO Jensen Huang's job is on the line of investigations into his affair
[0:12] with an alleged Chinese spy. Now there are new reports of a separate
[0:17] affair with an employee. The time all comes at a critical moment
[0:20] for AI, with investors already questioning whether the extraordinary
[0:24] investment spree can survive a world of higher borrowing costs.
[0:30] A special guest this hour, Richard Sharma, chairman of Rockefeller
[0:33] International and founder and chief investment officer of Breakout Capital
[0:38] live from Singapore. This is insight with me.
[0:41] That's Linda Iman, where we dive deeper into the stories that matter with
[0:44] crucial context and shop analysis. Bloomberg's learned the Chinese business
[0:49] woman at the center of the scandal engulfing Jensen Huang has returned to
[0:54] Beijing. The saga adding fresh tension ahead of
[0:57] next week's Trump XI meeting in Shenzhen.
[1:00] Another Jenga piece for the eye trade and traffic's IPO is already multiple
[1:05] times oversubscribed as the clod maker seeks to raise around $90 billion.
[1:11] Oil trading near a two month low as Middle East production rises and
[1:16] hostilities between Iran and the US remain muted.
[1:19] Brent now around $92 a barrel. We discuss the impact of lower oil
[1:24] prices and alternative fuel demand. Nest's president and CEO will be joining
[1:29] us after the finish. Biofuel giant quarterly call profit
[1:33] nearly tripled.
[1:52] Our top story today the crisis at Nvidia is escalating with a fate of its CEO
[1:57] Jensen Hwang, looking i