The introduction of Deepseek's model is not a long-term risk for Nvidia. The market is still "at the early stage" of adopting rack scale compute. Lei Qiu, Chief Investment Officer at Alliance Bernstein, joins Caroline Hyde and Jackie...

Investors want to see consumer and enterprise demand meet AI buildout says, Ayako Yoshioka, portfolio manager at the Wealth Enhancement Group. She joins Caroline Hyde and Jackie Davalos on "Bloomberg Technology."

Investors want to hear Nvidia explain long term supply side plans. Richard Clode, portfolio manager at Janus Henderson, joins Caroline Hyde and Jackie Davalos on "Bloomberg Technology."

John Belton, Gabelli Funds portfolio manager and managing director for growth portfolios, says DeepSeek's AI model might be good for Nvidia and tech stocks in the long term on "Bloomberg The Close."

Infrastructure software company Nutanix reported first-quarter results that beat expectations and gave an outlook that is seen as positive. Nutanix CEO Rajiv Ramaswami joins Caroline Hyde to discuss the results and the state of...