Jensen Huang

And again, finally, there seems to be, or at least implies, some sort of securing, scarcity of GPU securing from multiple different providers, whether it's other merchant silicon providers or ASIC providers.

Well, definitely from a technology perspective, he can definitely give that answer.

But there are two input factors here.

One is realistically, how long can you use these chips, which we believe a three to five year period seems fine.

But there's also business decisions that the customers are making when they're evaluating the lifetime of these chips, whether will they upgrade to newer chips?

Will these chips be still valid to use their models, which are increasing at unprecedented rate?

Well, again, from a technology perspective, we think that useful life we are seeing most of the cases are correct and the chips can be used that long.

Whether from a business perspective, whether from a GPU rental pricing perspective, that's valid or not depends on the customer use cases.

This is Bloomberg Tech coming up.

Tech earnings bonanza.

Apple, Amazon, also Reddit and Twilio will break them all down with experts and their C-suite.

Plus, NVIDIA CEO Jensen Wang still hopes to sell its Blackwell chips to customers in China.

We'll discuss that and a flurry of Korean deals.

And we sit down with CoreWeave CEO Michael Entredge to talk AI infrastructure after a failed takeover bid for Core Scientific.

But first, we check in on these markets, which...

are not quite at a record high.

But we're back up and to the right when it comes on the day.

We're looking at the AI bubble back in focus, but AI boom really what's driving these stocks higher over the course of the week.

We shrug off government shutdown.

We're putting to one side geopolitical risks.