Tom Giles

Bloomberg's Riley Griffin has been all across the story.

Thank you so much.

Meanwhile, coming up, we're going to get back to the Nvidia earnings.

Of course we are.

Wall Street is awaiting the AI signals.

We await an exclusive conversation with Jensen Huang that Ed will conduct.

This is Bloomberg Tech.

Kunshan, when we heard at GTC from Jensen about the $500 billion, half a trillion line of sight, how real and tangible are those orders?

Can I ask, Kunjan, about the depreciation of GPUs?

Is Jensen the key person to ask about this?

He's obviously understanding exactly how they're using and how they're depreciating within others' data centers.

Can he give a signal as to whether companies on their own forward-looking basis are estimating right, whether it's three, four years, four years, five years?

Kunjin, you've got a busy day.

We so appreciate that you've come on to front run what is our Super Bowl.

Kunjin Sabani of Bloomberg Intelligence, we thank you.

Do not forget to tune in later.

You've got to tune in for an exclusive interview with NVIDIA CEO Jensen Huang, following his earnings, 6.30 p.m.

Eastern, 3.30 p.m.

Pacific.

Who's doing it?