Bloomberg Technology
Bloomberg Technology
@bloombergtech·728K subscribers·13.9K videos

Measuring the Impact of Nvidia’s Flurry of Deals

Posted

October 29, 2025

Views

3,257

Likes

56

Comments

6

Engagement

1.90%

Search the Record

Indexed

Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.

Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.

Try a name, a topic, or a quoted line

YouTube Description

as posted by the channel

Nvidia says it will bring in $500 billion from AI infrastructure in the US over the next four years. Vlad Galabov, senior research director at Omdia, says that represents a $100 billion opportunity over what Omdia had been forecasting. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”

--------

Like this video? Subscribe to Bloomberg Technology on YouTube:

Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here:

Get the latest in tech from Silicon Valley and around the world here:

Connect with us on...

Follow Ed Ludlow on X here

Follow Caroline Hyde on X here

Listen to the daily Bloomberg Technology podcast here:

More from Bloomberg Business

Connect with us on...

Guests & Subjects Covered

Vlad GalabovCaroline HydeEd LudlowBloomberg TechYouTube WatchSilicon ValleyFollow Caroline HydeBloomberg Business Connect

Sentinel Indexing in Progress

Metadata and chapters are available. Claim extraction for this episode is pending.

All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.

Measuring the Impact of Nvidia’s Flurry of Deals · Bloomberg Technology · Sentinel