Jack on Bloomberg TV

November 19th, JACK AIRS ON BLOOMBERG TV TO DISCUSS ANTHROPiC’S INVESTMENT NEWS, CAPEX SPEND IN AI AND THE NVIDIA EARNINGS EXPECTATIONs

JACK JOINS TOM MACKENZIE on THE SET OF BLOOMBERG Daybreak Europe

Jack Leeney spoke with Bloomberg about Anthropic’s recent investment announcements, the accelerating wave of CAPEX spending across the AI sector, and expectations ahead of Nvidia’s earnings.

In light of the EARNINGS results, Jack described NVIDIA as “head and shoulders above the rest” in the AI hardware arena. He emphasised that the company’s dominant position is supported by an exceptionally strong balance sheet, which helps offset the risks often associated with circular investments.

He also noted that although some market froth is present, underlying unit economics and margin trends continue to move in the right direction, providing further confidence in the long-term opportunity.

Overall, he highlighted how sustained infrastructure investments from leaders like Anthropic are reshaping the competitive landscape, while NVIDIA continues to set the pace for AI compute performance. This combination of rapid deployment and strong fundamentals supports a long-term outlook of structural growth across the AI ecosystem.