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Ian King

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
263 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Nvidia Wins US Approval to Sell H200 Chips to China

So we actually prefer H100s, and then H200s are more preferred for language models, which is not our domain.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

Has an innovative think tank just come up with a solution for replacing stamp duty?

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

And I'm Robert Peston.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

Look, we get it.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

You're a discerning sort of person.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

You're a Bloomberg listener after all.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

Fiscal and monetary policy, housing, immigration, even the high street.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

That's why we speak to brilliant and fascinating people.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

So why not give us a try?

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

Yeah, I mean, the numbers speak for themselves, right?

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

We're looking for a prediction in the $60 billion range for revenue.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

And just to give that context, that's 10x where we were three years ago, 10x.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

On profit for this year, we're going to be looking at $100 billion of net income.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

That's more than Intel and AMD get in revenue combined.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

So the numbers have come off the charts.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

The key here is...

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

We all know the numbers are going to be good.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

We know the forecast is going to be good.

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

But the key is, well, do we really believe the basis for those numbers?

Bloomberg Tech
All Eyes on Nvidia Ahead of Earnings

And that's going to be the key question he's going to face.