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Robert Peston

๐Ÿ‘ค Speaker
773 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Let's get the wider investor perspective here.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

I'm pleased to say Margie Patel is with us, All Spring Global Investment Senior Portfolio Manager, Head of Capital Allocation.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

And look, we are thinking about how global narrative around AI continues to develop.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Have you got any worries that we've been seeing, at least in the pressure on the stock market of late?

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

I'm just going to go out to some sound that we heard a little bit earlier in a summit that Bloomberg's been having over in Africa.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

They have the J.P.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Morgan vice chairman joining.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

David Pinto, just listen to what he said about a correction.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Daniel Pinto there of JP Morgan, just speaking with our own editor over in Africa today, Margie.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

And I'm really interested as to, well, why you think this will just be, I think you called it a garden variety correction.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

What will be there to support it?

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Will it be NVIDIA's numbers that get us back on track?

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

We're looking at year-to-date NVIDIA up 35%, but it has eroded about half a trillion dollars of market cap since the end of October, Margie.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

So is that a buying opportunity?

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Giving us the longer-term perspective.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

We always so appreciate it.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Margie Patel of All Spring Global Investments.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Stay well.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

See you soon, we hope.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Meanwhile, coming up, gaming giant Roblox takes steps to expand age verification across its platform.