Robert Peston

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And keep an eye on some of those big tech names as we anticipate NVIDIA's numbers after the bell tomorrow.

From New York, this is Bloomberg Tech.

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And I'm Robert Peston.

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Yeah, I mean, as you know, Caroline, we just had a chat with Jensen in Washington a short time ago.

And what he was saying at that conference was like, hey, I've got half a trillion dollars worth of orders coming in the next few quarters.

So on a fundamental basis, at least from his perspective, nothing to see here.

Everything is kind of still heading up and to the right.

Yeah, I mean, the concentration thing, they keep giving us a number, and it hovers around sort of 50% of their revenue, at least for the data center business, coming from sort of Microsoft, Amazon, and that sort of those hyperscalers.

I think investors would like to see that number go down as a percentage and see that AI was being spread throughout the economy.

And as you mentioned, NVIDIA keeps saying, look, we're not banking anything from China.

We still don't know how the geopolitics is going to work out.