Bloomberg Podcasts

Ken Griffin × Dani Burger

Ken Griffin says AI is “almost certainly” in bubbles; the real question is who keeps economic rents as GPU supply grows.If provisioning outruns demand, he warns marginal GPU prices could freefall, while customers already shift some work to cheaper open-source models.Citadel’s research stays human-led; he also gives Trump a mixed scorecard and expects Republicans to lose at least one chamber.

Jensen Huang

Nvidia’s Korea commitments quantify an AI infrastructure cycle: an SK Group partnership exceeding $500 billion in business, plus a $1B investment in likely Naver as Korean capacity expands.Huang expects computers serving 100 billion agents and billions of robots to make semiconductors 10 times larger within a decade, but HBM, power, land, and labor constraints may throttle growth to roughly doubling annually.