Speaker 1: Bloomberg Audio studios, podcasts, radio news.
Speaker 2: A single best idea. Caroline I called me up and said,
Speaker 2: what are you doing? Bloomberg technology? That's what it felt like,
Speaker 2: Caroline Heid and Ed Ludlow always wonderful every day grinding
Speaker 2: out Bloomberg technology. And we didn't do it one hundred percent.
Speaker 2: We had a a real bent Todaten, Nvidia and all
Speaker 2: this up. We're about AI major shot out. Jonathan Torone
Speaker 2: in Vienna, Austria is expert at Bloomberg a nuclear war,
Speaker 2: the processing of it, the worry about it. And he
Speaker 2: was riveting today on the show about Iran and about
Speaker 2: the deployment of all of our military assets across the
Speaker 2: Middle East. We thank Jonathan Troon for really making some
Speaker 2: effort to be on the show today. Dan I's always
Speaker 2: on the show. He's in scott Sail, Arizona. Today. Life
Speaker 2: is tough. Dan ives here on in videos. Results.
Speaker 3: These are Michael Jordan like numbers. I mean, if you
Speaker 3: look on the data center side, I mean you're talking
Speaker 3: about five to seven hundred BIPs above street whisper numbers
Speaker 3: into next quarter seventy percent growth, it's seventy seven percent.
Speaker 3: I mean you talk about law of large numbers. It
Speaker 3: doesn't apply with Nvidio, and I think as it plays out,
Speaker 3: this is showing the five hundred billion they talked about
Speaker 3: with Blackwell and Rubin. It's conservative, and I think his
Speaker 3: numbers look out thirty percent growth next year probably goes
Speaker 3: close to forty percent. And that's why I think there's
Speaker 3: a stock that should be up significantly as we look
Speaker 3: in the coming weeks and months.
Speaker 2: Dan Ives of Wedbush Securities. Drew Manis was in today
Speaker 2: with MetLife. He is wonderful, of course, formerly with Maury
Speaker 2: Harris at UBS doing legit macroeconomics and market economics, now
Speaker 2: looking at the entire mix of a folio four Metropolitan Life.
Speaker 2: He sent me in a note before we went to
Speaker 2: air that was heated on artificial intelligence and the uproar.
Speaker 2: Now the fear and the panic for MetLife. Drew Madis, this.
Speaker 1: Is not the AI jobs apocalypse. You know, we are
Speaker 1: thinking about this the wrong way. When I came into
Speaker 1: work today, I've got fifty things I want to do,
Speaker 1: and if AI can help me do thirty of them right,
Speaker 1: my constraint is still how many people I have working
Speaker 1: for me and with me? Who can kind of engage
Speaker 1: with me and discuss things with me, and how much
Speaker 1: technology I have available. Right, and that's anyone anywhere. If
Speaker 1: I somehow use AI to discover fifty new things about
Speaker 1: the universe or my job, right, I'm going to get
Speaker 1: one hundred new questions from that knowledge.
Speaker 2: Drew Madis met Life. I should note that we've launched
Speaker 2: this week on Bloomberg, very terminal centric. This is for
Speaker 2: the Bloomberg terminal. Ask b askb askb go, which is
Speaker 2: artificial intelligence summarize again all of the Bloomberg terminal world
Speaker 2: into one quick look on the Bloomberg. It's getting initial response.
Speaker 2: It's plus plus plus. Our podcasts are out of Apple
Speaker 2: Let's Spotify on YouTube podcasts. It's single best idea.