new york time when we heard jen-hsun huang on stage. are you in line with some of these analysts saying, not enough on the black platform? anna: yeah. there were not that many details that investors were hoping for. but if you have to talk for 90-minutes-plus i'm not sure you can fill that timeline with a lot of details about the business. plus, he is kicking off a conference. you sort of want to be a visionary and there is this little slab of romanticism about a thrown in there. i think maybe it was the wrong platform to really wait for some of those details, but i know the excitement was built into the stock arcade, certainly yesterday. i can understand disappointment, but at the same time maybe we need to wait for the earnings report. ed: we are currently showing a five-day chart which gives us the context. we are maybe seeing some profit taken here a little bit. what did you make of what it means for its ultimate leadership in technology? do others even stand a chance here? anna: i think the leadership -- part of the visionary talk

coming up on bloomberg tv. 1130 eastern time -- 11:30 eastern time, ed ludlow sits down with jen-hsun huanghe u.s. blacklisting tencent for links to the chinese military. both companies say they have no ties to the military and is threatening to disrupt the global eb market with those dependent on -- ev market. tencent said we have no relationship whatsoever. annmarie: if you are a chinese company, u.s. officials tell you they have an obligation if there is national security concern and the ccp says we need to know about this, they have an obligation to share the information with the ccp. incoming secretary of state marco rubio talked about catl in august, the fact this is a vital supplier to pla and he wanted it put on a black list. you will see a lot of this, the list designates from trump 1.0. my question is if the biden administration waited two weeks to put the names on a list. lisa: hundreds of officials have been hacked into. people are trying to avoid ccp oversight in the united states. there's question about this is a tit-for-tat or broader recognition and a decoupling of tech in t

lisa: how much does this matter to jen-hsun huang?ock market that is on the margins even with rates going higher and the concern that maybe the fed was mistaken to cut rates? jim: first of all, everyone should care about jen-hsun huang, he's the most important person in 2025, no matter the market you are invested in. nvidia is the driver of everything. as far as he is concerned, it should matter at the margin because it will costs his customers with the ability to buy his products. not necessarily his ability to deliver the products. that is what we have to be careful of. ai expansion will be unbelievably expensive. energy needs will be unbelievably expensive. the power companies will need to borrow a lot of money to power it. it will matter if the economy accelerates and we have to pay higher interest costs in order to finance the bloom. lisa: i guess the larger question is tech outperformance. the only thing that can rescue a market with yields where they are given how much they climbed last year and continued to climb early this ye