Nvidia’s earnings report on Wednesday will likely serve as another reminder of the company’s commanding lead. Analysts estimate that revenue nearly doubled last quarter from a year earlier to $92 billion. That’s more money than any of its rivals get in a full year. But the flood of cash — with sky-high profit margins — only makes its turf more attractive. Meanwhile, some of Nvidia Corp.’s biggest customers have been told that the prices of servers containing its artificial intelligence chips are going up more than 15% in many cases, people familiar with the matter have said. Dan Ives, Partner and Senior Managing Director at Yorkville Ives, joins for a closer look.
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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney with Haidi Stroud-Watts and Paul Allen, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:01:58 – Alibaba seeks $10B from HK share sale
00:03:45 – Mystery AI model Ox Alpha draws developers with free access
00:06:57 – Nvidia, Jackson Hole will hit an options market stuck in a rut
00:08:15 – Treasuries risk deeper selloff without Warsh guidance
00:14:40 – Street Research’s Founder and CIO James Demmert on market outlook
00:27:00 – Canada: US trade talks fell apart over fine print
00:30:19 – Trump economic isolation plan on Iran in focus
00:33:38 – JAPAN AHEAD: BNP Paribas Asset Management’s Ryutaro Kimura on fixed income outlook
00:42:58 – Samsung plans $80B in dividends, buybacks
00:46:59 – Markets open in Japan, South Korea and Australia
00:51:09 – Pepperstone’s Dilin Wu on markets strategy
01:00:03 – BREAKING: SoftBank Group plans ¥1 trillion retail bond sale
01:06:11 – Nvidia customers notified about AI-related price hikes above 15%
01:07:27 – Alibaba to invest in full-stack AI capabilities
01:09:22 – Canada sees long trade war with US that may last past midterms
01:13:23 – Arbroath Group Managing Partner Christopher Smart on US-Iran war
01:21:56 – Samsung Electronics falls as shareholder return plan underwhelms
01:24:51 – Korean won gains after Samsung, Hynix payout plans
01:31:36 – Shein seeks up to $1.8B in Hong Kong IPO
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Dan Ives, partner and senior managing director at Yorkville Ives & Co., previews quarterly earnings from Nvidia as the company tells customers that the prices of servers containing its artificial intelligence chips are going up more than 15% in many cases.
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Bloomberg Intelligence’s Dushyant Shahrawat joins Scarlet Fu and Tim Stenovec on “Bloomberg Crypto.”  President Trump said US regulators are working to bring Hyperliquid, a fast-growing crypto platform, into the country, offering one of the clearest signals yet that the White House wants to pull a major piece of the industry’s offshore market infrastructure onshore.
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:01:00 – Asia bonds rise after Treasury action
00:06:00 – Lombard Odier’s John Woods react to latest Treasury move
00:16:56 – Kuaishou earnings drop by a third
00:22:42 – China, Hong Kong markets open Monday
00:27:33 – LeadShine Technology’s Nangle Zheng on humanoid robotics boom
00:36:42 – HKEX CEO Bonnie Chan on IPO pipeline
00:50:21 – Exclusive: Citi’s Kaustubh Kulkarni says 10 senior APAC execs hired this year
01:01:58 – Alert: Report says Samsung to unveil 100T won shareholder return plan
01:02:37 – Markets digest latest Treasury action
01:10:46 – Kauishou shares slide after earnings drop most in five years
01:15:42 – Exclusive: Xynova’s Alex Xia on demand for dexterous robotic hands
01:28:15 – Trending: China recovers first rocket back on land: Xinhua
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