Nvidia released its third quarter earnings Wednesday, crushing estimates and easing Wall Street’s concerns about an AI bubble.

On today’s Big Take podcast, Bloomberg Tech’s Ed Ludlow sits down with David Gura to discuss his post-earnings interview with Jensen Huang – what the Nvidia CEO had to say about the company’s breakneck growth, so-called circular deals, and potential expansion into China.

Read more:
Nvidia’s Huang Says Company Has Plenty of New Chips to Sell
It's OK, Nvidia Says There's No AI Bubble

Nvidia released its third quarter earnings Wednesday, crushing estimates and easing Wall Street&rsquo;s concerns about an AI bubble.
On today&rsquo;s Big Take podcast, Bloomberg Tech&rsquo;s Ed Ludlow sits down with David Gura to discuss his post-earnings interview with Jensen Huang &ndash; what the Nvidia CEO had to say about the company&rsquo;s breakneck growth, so-called circular deals, and potential expansion into China.
Read more:
<ul>
<li aria-level="1"><a href="https://www.bloomberg.com/news/articles/2025-11-20/nvidia-s-huang-says-company-has-plenty-of-new-chips-to-sell">Nvidia&rsquo;s Huang Says Company Has Plenty of New Chips to Sell</a></li>
<li aria-level="1"><a href="https://www.bloomberg.com/opinion/newsletters/2025-11-20/it-s-ok-nvidia-says-there-s-no-ai-bubble?srnd=homepage-americas">It's OK, Nvidia Says There's No AI Bubble</a></li>
</ul>

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The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

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We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of the world's most dynamic economies - and the markets, tycoons and businesses that drive the ever-shifting region.

Big Take Asia

Nvidia Silences AI Skeptics (For Now)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fdc2fe96-f2f1-4647-8b96-b39b010be3fa/transcript

Tens of thousands of workers in India are wearing head-mounted cameras to record their every move, helping train humanoid robots to perform everyday human tasks.

On today’s Big Take Asia podcast, Bloomberg’s Saritha Rai joins host Rebecca Choong Wilkins for an inside look at how vast troves of data are gathered by the very people who may eventually be replaced and what it all means for the US-China race for AI dominance.

Read more: Workers Are Teaching AI-Powered Robots to Take Over Their Jobs 


We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.

Hosted by Rebecca Choong Wilkins; Produced by Yang Yang; Reported by Saritha Rai; Edited by Crispina Robert, Patrick Hirsch.
Fact-checking by Brunella Tipismana Urbano; Engineering by Alex Sugiura.
Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

Tens of thousands of workers in India are wearing head-mounted cameras to record their every move, helping train humanoid robots to perform everyday human tasks.
On today&rsquo;s Big Take Asia podcast, Bloomberg&rsquo;s Saritha Rai joins host Rebecca Choong Wilkins for an inside look at how vast troves of data are gathered by the very people who may eventually be replaced and what it all means for the US-China race for AI dominance.
Read more: <a href="https://www.bloomberg.com/news/features/2026-08-12/thousands-of-india-workers-are-helping-ai-firms-train-robots-to-replace-them">Workers Are Teaching AI-Powered Robots to Take Over Their Jobs</a>&nbsp; 
We have a special Bloomberg subscription offer for podcast listeners at<a href="https://www.bloomberg.com/subscriptions/podcasts"> Bloomberg.com/podcastoffer.</a>
Hosted by Rebecca Choong Wilkins; Produced by Yang Yang; Reported by Saritha Rai; Edited by Crispina Robert, Patrick Hirsch. Fact-checking by Brunella Tipismana Urbano; Engineering by Alex Sugiura. Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

How India Is Training the Robots of the Future

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1dbd1fe5-cb66-489d-8382-b4c201524d9a/transcript

"The people building AI earnestly believe that it could kill us all by the end of the decade." An X post by a former employee of both OpenAI and Anthropic went viral and is prompting big questions.

On today’s Big Take podcast, host Sarah Holder and Bloomberg’s Mike Shepard talk through what an AI safety reckoning could look like — and whether an industry in the midst of intense competition can slow down.  

Read more: 
Anthropic Worker Quits Over AI Firms ‘Gambling With Our Lives’ 
Moonshot Secretly Routed User Requests Through Claude, Anthropic Says 

We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.

Hosted by Sarah Holder; Produced by Rachael Lewis-Krisky; Guest: Mike Shepard; Edited by Naomi Shavin and Aaron Edwards. Fact-checking by Brunella Tipismana Urbano; Engineering by Sean Carter. Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

"The people building AI earnestly believe that it could kill us all by the end of the decade." An X post by a former employee of both OpenAI and Anthropic went viral and is prompting big questions.
On today&rsquo;s Big Take podcast, host Sarah Holder and Bloomberg&rsquo;s Mike Shepard talk through what an AI safety reckoning could look like &mdash; and whether an industry in the midst of intense competition can slow down.&nbsp;&nbsp;
Read more:&nbsp;
<ul>
<li aria-level="1"><a href="https://www.bloomberg.com/news/articles/2026-09-09/anthropic-worker-quits-over-ai-firms-gambling-with-our-lives?srnd=undefined">Anthropic Worker Quits Over AI Firms &lsquo;Gambling With Our Lives&rsquo;</a>&nbsp;</li>
<li aria-level="1"><a href="https://www.bloomberg.com/news/articles/2026-09-10/moonshot-secretly-routed-user-requests-through-claude-anthropic-says?srnd=phx-anthropic">Moonshot Secretly Routed User Requests Through Claude, Anthropic Says</a>&nbsp;</li>
</ul>
We have a special Bloomberg subscription offer for podcast listeners at&nbsp;<a href="https://www.bloomberg.com/subscriptions/podcasts">Bloomberg.com/podcastoffer.</a>
Hosted by Sarah Holder; Produced by Rachael Lewis-Krisky; Guest: Mike Shepard; Edited by Naomi Shavin and Aaron Edwards. Fact-checking by Brunella Tipismana Urbano; Engineering by Sean Carter. Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

So Could AI 'Kill Us All'?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/59662ded-4f5a-4823-93b3-b4c1014f1af1/transcript

Oil prices topped $100 per barrel on Wednesday, keeping gas prices and the Iran war at the center of the US midterms conversation. Can President Trump burnish his affordability credentials with what he’s calling “the biggest oil deal in world history”?  

On today’s Big Take podcast, Bloomberg Opinion Energy columnist Liam Denning and Andes Bureau Chief Patricia Laya join David Gura to discuss what we know so far about the administration’s plan to take a stake in Venezuelan oil producer North American Blue Energy Partners — and what obstacles the deal could face.

We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.

Oil prices topped $100 per barrel on Wednesday, keeping gas prices and the Iran war at the center of the US midterms conversation. Can President Trump burnish his affordability credentials with what he&rsquo;s calling &ldquo;the biggest oil deal in world history&rdquo;? &nbsp;
On today&rsquo;s Big Take podcast, Bloomberg Opinion Energy columnist Liam Denning and Andes Bureau Chief Patricia Laya join David Gura to discuss what we know so far about the administration&rsquo;s plan to take a stake in Venezuelan oil producer North American Blue Energy Partners &mdash; and what obstacles the deal could face.
We have a special Bloomberg subscription offer for podcast listeners at <a href="https://www.bloomberg.com/subscriptions/podcasts">Bloomberg.com/podcastoffer.</a>

Trump Needs a Win. Enter His Venezuela Oil Deal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5ad3a266-d784-4697-abe5-b4c0015c2c3e/transcript

Nvidia Silences AI Skeptics (For Now)

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