Ed Ludlow
👤 SpeakerAppearances Over Time
Podcast Appearances
We know Charlie Pellett is keeping an eye on all this and more.
He's standing by in the Bloomberg Interactive Brokers studios with a business flash.
Hey, Charlie.
We got a great Bloomberg Intelligence Roundtable.
Mandeep Singh is Global Head of Technology Research for Bloomberg Intelligence.
He joins us here in the Bloomberg Interactive Brokers Studio.
He covers NVIDIA.
He covers Snowflake and more.
Also, Anurag Rana is Senior Technology Analyst for Bloomberg Intelligence.
He joins us from Chicago, and he covers Salesforce.
So we're going to talk software.
We're going to talk hardware.
Mandeep, I want to start with your reaction to NVIDIA.
It was a beat.
It was, I mean, a very good quarter overall.
Your reaction to margin and what is actually holding out margins here?
Because 75.2%.
I know memory costs have gone up, but NVIDIA is such a big company.
Don't they have pricing power?
They do.