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Nikesh Arora

👤 Speaker
106 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

Look, we get it.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

You're a discerning sort of person.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

You're a Bloomberg listener after all.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

So why not give us a try?

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

Well, Caroline, nice to see you.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

This is our 28th acquisition in about seven and a half years.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

And we've demonstrated to the market that we have been able to establish our business in adjacent markets over the last seven years by paying attention to the market, looking at where the puck is going, understanding what is important for our customers.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

And I think Chronosphere, which is our latest acquisition,

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

fits right bank smack in the middle of where the market's going.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

If you look at what you guys were talking about before this, you're talking about Nvidia, AMD.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

Eventually, all this compute power is going to result in people building faster and more and more relevant applications to the end consumer or enterprises.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

All those applications have to be observed and make sure they don't

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

have problems or go down.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

And that's what Chronosphere does.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

It observes applications and infrastructure and makes sure you have 99.9% uptime.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

And then we are going to combine that with our agentic capabilities to make sure agents will go fix that if they go down.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

So I think it's a phenomenal opportunity going forward.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

And it's fine, the stock will recover.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

I think investors are beginning to understand the story.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

It's all right.

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