Big Take

Nvidia's post-Jensen Huang era has just begun and there are many open questions about the company's future: Who will the board choose to be Nvidia's next CEO? Will the government crack down on the chipmaker's business practices, particularly in Asia? And will Nvidia's uncertain position begin to spillover into the wider AI ecosystem, from the labs to data center providers?

Stacy Rasgon, managing director and senior analyst at Bernstein, isn't optimistic about the short term future of Nvidia. He talked to Odd Lots about the cloudy outlook at the company, why he chose to downgrade Nvidia's stock, the surreal experience of covering Jensen's fall as an analyst, and what he's paying attention to ahead of Nvidia's earnings this week.

We'd also be remiss if we didn't recommend another Odd Lots episode with Bloomberg tech reporter Mackenzie Hawkins that published earlier this week. It dives into her excellent reporting around Megaspeed and how this Singapore-based neocloud company became the center of such controversy. Listen: Apple / Spotify
Read more:‘I’m a Piece of Sh--’: Jensen Huang’s Last Hours as Nvidia CEOAlice Huang-Linked Firm Procured Banned Nvidia Chips in China
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COP31 aims to set new goals to bring down emissions as a record-breaking El Niño threatens extreme heat, major disasters and trillions of dollars of lost economic growth.
On today’s Big Take podcast, climate reporter Laura Millan tells host Sarah Holder that part of the problem is that climate change is happening faster than models predicted — and in ways they couldn’t account for.
Read more: Trillions Hinge on a Future That Eludes Climate Models
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Host: Sarah Holder; Guests: Laura Millan; Produced by Julia Press; Edited by Tracey Samuelson, Naomi Shavin; Engineering by Greg Tock.
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Jensen Huang’s run as the seemingly untouchable Nvidia CEO, defining the future of AI, ended in a fall from grace made for Hollywood when multiple affairs came to light, including one with an alleged Chinese spy.
On today’s Big Take podcast, tech policy senior editor Michael Shepard and Dina Bass, Bloomberg’s AI infrastructure reporter, on what the departure of the key man at AI’s key company means for markets, competitors and US-China relations.
Read more:
Nvidia’s Huang Ousted by Board in Move that Roils AI Economy
Nvidia Turns to CFO Kress to Steady Ship After Huang Exits
Silicon Valley Stunned by Swift Action on Huang by Nvidia Board
We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.
Host: David Gura; Guests: Dina Bass and Michael Shepard; Produced by David Fox; Edited by Jeff Grocott; Engineering by Emma Munger.
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As President Trump aims to cement his legacy in his final two years in office, congressional Democrats are taking aim at signature pieces of his foreign policy.
On today’s Big Take podcast, David Gura sits down with US National Security editor Nick Wadhams and Bloomberg Economics Chief Geoeconomics Analyst Jennifer Welch to discuss how congressional Democrats will try to rein Trump in on trade and foreign intervention.
Find our special series of timely and urgent conversations on the US midterm elections wherever you listen to podcasts. We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.
Host: David Gura; Guests: Nick Wadhams, Jennifer Welch; Produced by David Fox; Edited by Naomi Shavin, Patrick Hirsch; Engineering by Alex Sugiura.
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Democrats were considering radical Supreme Court reform to address its conservative tilt. Now, their sweeping midterm victory enables the party to put a stamp on the US Supreme Court without fundamentally altering the institution.
On today’s Big Take podcast, Harvard Law constitutional scholar and Bloomberg Opinion columnist Noah Feldman joins David Gura to discuss what’s in store for the top court in the coming months and years.
Read more: Democrats Can Now Fix the Supreme Court Without Reforming It
Host: David Gura; Guest: Noah Feldman; Produced by Naomi Shavin; Edited by Jeff Grocott; Engineering by Greg Tock
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