Nvidia CEO Says Customer Relations ‘Tense’ Due to Blackwell Chip Delays | Daybreak: Europe 09/12/24

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.
On today’s show, we cover the story of Nvidia CEO Jensen Huang saying Customer Relations Are ‘Tense’ Due to Shortages, we preview the ECB’s impending decision on rates, oil steadying as hurricane Francine curtails supply, and cover the morning after the night before where over 67 million viewers watched the Harris-Trump debate as well as the key takeaways.

Chapters:
00:00:00 – Daybreak Europe
00:01:18 – Underlying US inflation picks up in August
00:05:17 – US CPI data dampens outsized Fed cut odds
00:08:09 – ECB seen lowering points by 25bps
00:13:27 – Oil blown off course by hurricane Francine
00:15:50 – Oil volatility rises to its highest in five weeks
00:18:32 – Nvidia CEO Jensen Huang admits tense customer relationship
00:20:43 – OpenAI in talks for funding according to sources
00:22:37 – Intel struggles for growth
00:26:24 – Commerzbank prepares for UniCredit takeover
00:32:53 – ECB rate decision due today
00:35:02 – German car industry in crisis
00:38:19 – Roche falls on weight-loss drug report
00:40:43 – Harris-Trump debate pulls 67 million viewers
00:41:28 – China detains investment bankers
00:43:55 – Core services keeping US CPI elevated
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