Georgia Voters Head to Polls in High-Stakes Primaries | Balance of Power 05/18/2026
Speakers
Jensen Huang
— CEO, NVIDIA
Ed Ludlow
— Co-Host, Bloomberg Technology
Romaine Bostick
— Anchor, Bloomberg
Wendy Benjaminson
— Reporter, Bloomberg
Summary
The show covers Georgia's primary elections, with candidates discussing voter concerns like gas prices and housing. It also addresses US-Iran tensions after Trump called off a planned strike, and features a tech segment where Nvidia's CEO Jensen Huang highlights AI demand in China and memory chip supply constraints.
- Georgia primary elections are underway with key races for Senate, Governor, and state Supreme Court.
- Voter concerns center on affordability, gas prices, and housing costs.
- President Trump called off a planned strike on Iran after appeals from Gulf allies.
- Negotiations with Iran remain deadlocked; oil markets are volatile.
- Nvidia CEO Jensen Huang expressed optimism about China's AI market opening over time.
- Memory chips remain a bottleneck in the AI supply chain, with demand outpacing supply.
- Early voting in Georgia showed higher Democratic turnout compared to 2022.
- Data center development is becoming a local political issue in Georgia.
Trade Ideas
China AI demand will boost Nvidia
AI demand in China is incredible and over time the market will open up, which bodes well for Nvidia's ability to sell chips into China.
Up Next
This Bloomberg Markets video, published May 19, 2026, features Jensen Huang, Ed Ludlow discussing NVDA, SOXX. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jensen Huang, Ed Ludlow · Tickers: NVDA, SOXX