Episode Details

NVIDIA CEO Jensen Huang shrugged off concerns about an AI bubble on Wednesday, as the company surprised Wall Street with accelerating growth after several quarters of slowing sales growth. Technology-heavy indices in Asia are trading significantly higher this morning. Defence companies came under selling pressure after news of a potential US peace plan for Ukraine. Oil also fell on the news. Norbert Rücker, Head of Economics and Next Generation Research, shares his latest view on the black gold and dives deeper into the topic of data centres and related energy demand.

• (00:00) - Introduction: Mike Rauber, Product & Investment Content
• (00:38) - Markets wrap-up: Jan Bopp, Product & Investment Content
• (06:50) - Oil / data centres and rising electricity prices in the US: Norbert Rücker, Head of Economics and Next Generation Research
• (13:38) - Closing remarks: Mike Rauber, Product & Investment Content

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