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Ed Ludlow
Bloomberg Television
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
the AI spend narrative fully intact after Mag 7 week
“Nothing's changed. Spending go up, cloud growth go up.”
Nasdaq since this was said: ▲ +2.8% · 25,374 → 26,082 · as of 2026-09-10
even war-spiked gas prices have not changed the trajectory
“the EV market generally has slowed over a number of years in America. Enthusiasm is gone.”
Nvidia guaranteeing $250B of OpenAI Ohio leases plus financing $350B of chip purchases. reporter description of UNCONFIRMED Bloomberg-sourced terms; Nvidia did not respond
“NVIDIA basically runs as the bank”
Nvidia since this was said: ▲ +11.1% · 196.5 → 218.4 · as of 2026-09-10
his answer to the circular-financing charge. SPEAKER CORRECTED: SECONDHAND, Ludlow paraphrasing Huang's repeated past answer; never card as Huang speaking here
“we do not contractually require the other party to use the financing to buy NVIDIA gear”
Nvidia since this was said: ▲ +11.1% · 196.5 → 218.4 · as of 2026-09-10
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