Nvidia To Push Limits of Innovation, Says Pleydell-Bouverie

Bloomberg Television
Bloomberg Television
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Published 2024-05-22
Clare Pleydell-Bouverie, Liontrust Fund Manager, says she expects to see Nvidia push the limits of innovation around the entire technology stack. She spoke to Kriti Gupta, Guy Johnson and Anna Edwards on 'Bloomberg Markets Today' ahead of the company's quarterly results.

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All Comments (12)
  • @user-km3hv8qo9p
    She is talking completely nonsense. Of course other companies can compete with Nvidia in the future, it is just that they are positioned with scale for the present demand surge. The intrinsic value isn’t just about earnings the next 4 years but the discounted earnings over 20+ years and nothing she said explains why Nvidia has a conpetitive moat that can last. Look at Qualcomm and Intel which were both described in this way during their peak, but had subpar returns going forward as competitors entered over time.
  • @channelsold3236
    nobody cares how powerful the chips are if the software is garbage and the hardware can't handle the load 4k @1080p that is embarrassing!!!!
  • @MangoFlamingo
    are the presenters old enough to understand markets lol