Tom Giles

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Bloomberg Tech is live from coast to coast with Caroline Hyde in New York and Ed Ludlow in San Francisco.

Plus, NVIDIA CEO Jensen Huang and Tesla CEO Elon Musk are speaking right now at the U.S.-Saudi Investment Forum.

We'll bring you the latest.

And NVIDIA dictates trade.

Right now, we are seeing signs of stability in the NASDAQ 100 more broadly.

then almost $2 trillion has been wiped off of this benchmark since the end of October, in large part because Nvidia's been down, but all the key MAG7 names have been under pressure.

But today, some reprieve.

Nvidia, in the points perspective, helping with the NASDAQ 100.

Crypto, though, still in the eye of the storm, or up by 2.8%, that anxiety driving it below $90,000.

So, still some risk aversion, Ed.

So, Ian, what can his response be that's more than what he already signalled in GTC, that he has line of sight on half a trillion dollars' worth of orders, not just for Blackwell but Rubin, into 2026?

How much more can he signal that they will remain integral to inference as well as training?

Bloomberg's inking, who will be across all those earnings after the bell alongside Ed, we so appreciate it.

Meanwhile, look, we know Wall Street is eagerly awaiting Nvidia's results for a clearer picture on AI spending because it impacts the whole rest of the market.

Bloomberg's US equities reporter, Carmen Reinecke, is here to just bring us the context.

We know the questions are going to be asked of Nvidia, but what does it signal about the commitment of the Magnificent Seven, of the key hyperscalers, and more broadly, the rest of the AI trade?

Really most common, Reinecke.

It's a great story.

Thank you very much indeed for bringing us the data as well.