Nvidia Forecast Tempers Concerns Over AI Bubble | Balance of Power: Late Edition 11/19/2025

"Balance of Power: Late Edition" focuses on the intersection of politics and global business. On today's show, Dean Ball, Foundation for American Innovation Senior Fellow, talks about the continued growth around AI in the United States & what AI regulation looks like under President Trump. Rep. Jodey Arrington (R-TX) discusses why the US is sharing AI operations with Saudi Arabia and the artificial intelligence race against China. Anne Neuberger, Stanford University Distinguished Lecturer, voices her concerns about the US approving a deal to sell AI chips to the Middle East.

Chapters:
00:00:00 - Balance Power: Late Edition Begins
00:01:03 - Ed Ludlow on Nvidia Report, What Report Means for Talks Of An AI Bubble
00:03:45 - Power Moves: Stocks Get a Lift As Nvidia Spikes Before Earnings
00:07:06 - Dean Ball, Foundation for American Innovation Senior Fellow, Talks AI Growth & How Trump Admin. Looks to Regulate AI
00:14:30 - Kate Sullivan on Reports Of US Peace Plan Drafted to End Ukraine War
00:17:56 - Rep. Jodey Arrington (R-TX) on Data Centers in Texas, Thoughts Of AI Chips Sale to Saudi Arabia, Could AI Replace Entry Level Jobs
00:25:35 - Mike Shepard On US Approves Deal to Sell AI Chips to Middle East, Why US is Selling AI Chips to Other Countries
00:28:55 - Anne Neubegrer, Stanford Univ. Distinguished Lecturer, on Concerns Selling AI Chips, Impact Sale Has on US-China Relationship
00:39:11 - Ed Ludlow on Nvidia Earnings Call Latest
00:41:55 - Political Panel on How Does Nvidia Report Affect Pres. Trump, Saudi Arabia Investment Deal, Does AI Need to Be Regulated
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