Bloomberg Businessweek Bloomberg Businessweek Weekend - March 20th, 2026
4 snips
Mar 21, 2026 
Tarek Mansour, CEO of Kalshi, defends his prediction market exchange amid state legal fights. Oleksandr Komarov, CEO of Kyivstar, explains running a resilient telecom in wartime and using satellites to keep people connected. Ed Ludlow, tech reporter, breaks down OpenAI and NVIDIA developments. Mandeep Singh, tech analyst, analyzes NVIDIA, supply constraints and semiconductor dynamics.
AI Snips
Chapters
Transcript
Episode notes
NVIDIA's Scale Still Allows Astronomical Growth
- NVIDIA's growth remains enormous despite scale: data-center run rate moving from ~$215B to $375B in 2026 then ~$500B in 2027.
- Mandeep frames this as 70% growth year-to-year then ~35%, driven by execution and supply-chain management.
NVIDIA's Trillion Dollar Claim Is A Timeline Extension
- Jensen Huang's $1 trillion sales statement extended NVIDIA's prior guidance rather than signaling sudden acceleration.
- Ed Ludlow explains the $1 trillion expands the time horizon from a $500B five-quarter estimate to cover through end of 2027, mostly from hyperscalers.
NVIDIA Will Sell CPUs To Broaden Its TAM
- NVIDIA is moving into CPUs to broaden addressable market though GPUs remain higher value for AI workloads.
- Ed Ludlow says CPUs add TAM and fit server designs where GPUs aren't planned, but aren't as lucrative per unit as GPUs.