Nvidia Invests $2 Billion More in CoreWeave, Offers New Chip

The podcast features discussions with Bloomberg Intelligence analysts on technology, healthcare, and global economics. Anurag Rana discusses Nvidia's investment in CoreWeave, highlighting the cloud computing firm's significant backlog and the gating factors to fulfill revenue, such as data center access and capital. Rana also touches on Microsoft's unveiling of its AI chip to reduce reliance on Nvidia. Sam Fazeli examines investor expectations for the healthcare sector's earnings season, focusing on M&A activity and pipeline prospects, using Revolution Medicines as an example. David Woo discusses globalization, its potential decline, and the characters in his new book, "Merry-Go-Round Broke Down," which explores globalization from various perspectives.