From the heart of where innovation, money, and power collide.

In Silicon Valley and beyond, this is Bloomberg I'm Caroline Hyde.

And I'm Jackie Devales in San Francisco.

This is Bloomberg Technology.

Coming up, Nvidia shares slipping despite an upbeat view on the Blackwell lineup,

as investors see a mixed

outlook after two years of blowout results. Plus investors unsure of Salesforce's new AI product,

if it can spur faster sales growth, or break down the company's earnings. And we sit down

with the CEO of Amazon. After the company unveiled the long-awaited AI version of its Alexa

assistant, and just announced its new quantum computing chip.

At first, a quick check on these markets.

As we can currently see, we are under pressure once again.

This is a macro picture that weighs heavily on the market,

perhaps some inflationary pressures,

worries about tariffs, and invidient numbers did not do enough to ease those concerns.

We're down some 3.7%.

Look, it's still a $3 trillion company, but herein lies the issue of whether or not Blackwell

is ramping as fast enough to offset some of the concerns around China and tariffs and

limitations on exports.

Jensen Wang does a lot to talk about the new cycle of scaling laws that come, of course, from reasoning models.

We move on to some other individual names that we've got to be diving into across the board.

Salesforce, under pressure off by 2%, we'll discuss the earnings a little bit later.

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