Do NVIDIA results suggest AI boom or bubble?

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• 00:00

  This BBC podcast is supported by ads outside the UK.

• 00:29

  Asia-specific, coming soon with me, Mariko Oi.

• 00:39

  Breaking news from Chip Giant Nvidia.

• 00:42

  The results are in and beat all expectations.

• 00:45

  Welcome to World Business Report from the BBC World Service.

• 00:51

  This is Andrew Peach in London.

• 01:02

  Also today,

• 01:03

  why the Dutch government has had second thoughts about taking control of a Chinese computer chip firm and ahead of the ashes will ask why the growth in cricket favours shorter forms of the sport.

• 01:19

  We'll start though with these results from Nvidia in the last few minutes.

• 01:23

  Quarterly revenues are $57 billion.

• 01:27

  up 62% on a year ago.

• 01:30

  So with names like Amazon, Meta and Microsoft all planning to spend heavily on Nvidia's AI chips,

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  the world's most valuable company is expecting sales to hit 65 billion over the quarter.

• 01:42

  Investors have been questioning whether these huge sums being poured into AI will ever pay off,

• 01:48

  but For the moment, NVIDIA continues to stand out.

• 01:52

  There's so much to talk about here.

• 01:53

  Let's get started with our guests.

• 01:55

  Hino Patel is head of research at Robocop Asset Management, a company that whole shares in NVIDIA.

• 02:01

  He's in London.

• 02:02

  Susan Schmidt is portfolio manager at Exchange Capital Resources.

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