At the moment, we're seeing Chinese rivals gain on the back of this lack of in video competition right now. What do you make of it. Well, all I know is we're going to have to figure out there's a long race here and a short race here.And we have to secure not only our global leadership, but also our intellectual property. And that's really some of the underpinning of the discussions here of is there a 15%, is there not a 15%. What does this mean from an export control.So a lot more to come on this, but obvio ...

What's so interesting is this question mark on China. What's your read. Because it again and again, John, someone saying there's a $50 billion opportunity here.Right. Yeah. Thanks for having me, Carolyn.And I agree with Ian on just about everything he said. I mean, China's critical, of course, but they already took the charge last quarter. And so the big disappointment overnight was the they came in below the whisper number, but their guidance did not include China at I think it was 54 billion and the whisp ...

China Revenue Uncertainty - The company initially excluded China-related revenue from its data center forecasts due to uncertainty [1] - Potential China revenue could reach up to $5 billion, significantly impacting the company's quarterly performance if realized [2] - Geopolitical variables, including Beijing and Washington's policies, create uncertainty regarding future licenses and revenue from China [6] - The company is taking a conservative approach to projecting China revenue due to these uncertainties [7] Government Stake & Compliance - The CFO addressed concerns about a potential 15% government stake in future H20 sales in China [3] - The CFO emphasized the company's fiduciary duty to comply with existing regulations, stating that there's no current mechanism to allocate 15% of China-related revenue to the government [4] - The CFO reassured investors that the company is operating according to existing rules [5] Licensing & Geopolitical Factors - The company currently holds a few licenses for Chinese customers [6] - The granting of additional licenses and the realization of the $2 billion to $5 billion revenue potential depend on geopolitical factors [5][6] - Changes in geopolitical dynamics, influenced by events like social media posts, can rapidly alter the situation [6]

Market Opportunity & Advocacy - The company sees a real possibility in bringing Blackwell to the China market [1] - The company is advocating for the US government to approve Blackwell for China [1] - The company emphasizes the importance of American tech companies leading in the market [1] Revenue Projection & Capacity - The company projects revenue of 2 to 5 billion USD in Q3 [1] - The company indicates it could build more if it had more orders [1] Product Purpose - The company's products are designed and sold for beneficial commercial use [2]

Taylor Swift surprised her fans on Instagram announcing her engagement to pro football player Travis Kelce yesterday. Now, in less than an hour, the Post racked up more than 7.1% million likes. And as of today, there are over 30 million likes.From opening bell, media reporter Hannah Miller joins us. She breaks the Internet again. Yes, You know, everyone is super excited about this news.This is hitting the music world, pop culture, sports. Everyone is just excited for Taylor and Travis. And this is building ...

This case. This lawsuit claims wrongful death products, liability and negligence. And more broadly, the accusation runs that this tragedy was predictable because it was a result of deliberate design choices.What design choices could have in anyway incentivized this. Yeah. Well, thank you for having me.Let me first start by saying that everything I say is on behalf of the Center for Humane Technology. It does not represent the views of the family or the legal team. But what this case really talks about is ho ...

NVIDIA's Strengths and Opportunities - NVIDIA's vertical integration, software stack, and developer ecosystem are key strengths [1] - NVLink is an unprecedented secret weapon for NVIDIA's GPU performance [2] - Data center revenue, especially networking, may positively surprise the market [3] - Significant opportunities exist in the broad market due to incentives from the EU and Korea [4][5] - There is substantial headroom for AI growth as many countries have not yet seen AI adoption at scale [11] NVIDIA's Challenges and Future Outlook - NVIDIA needs to continue reinventing itself as competition in scale-up networking is expected in 2027 [9] - Broadcom and open-source consortiums will challenge NVIDIA's dominance in scalable networking [9] - The company needs to address concerns about China orders and shipments [6] - The market anticipates NVIDIA to provide an outlook to 2026 and assurances of positive orders from hyperscale cloud service providers [4] - The industry should not judge AI based on first-generation technology, as it is improving dramatically and driving demand for computing [13][15]

Starship Development & Testing - SpaceX needed this test flight to achieve after a volatile year, deploying satellites is a key objective for Starship [1] - The test demonstrated Starship's ability to launch satellites, bringing it closer to becoming a functional launch vehicle [2] - Reentry remains a difficult aspect to perfect for the fully reusable vehicle [3] - Chunks broke away during reentry, indicating further learning is needed for the reusable orbital heat shield [4] Starship's Role & Future Plans - SpaceX is heavily invested in Starship, aiming for it to replace the Falcon 9 [5] - Starship is designed for human and cargo transport to deep space destinations like the Moon and Mars [6] - In-space orbital refueling at an unprecedented scale is crucial for Starship's deep space capabilities, with demonstrations planned as soon as next year [7]

Remind us on the perspective here. It is so dominant for the rest of the market. Yes, we might get a big swing in Nvidia up to 6% after hours, but it's important for the other names.Yes, completely. And I would even go beyond that and say it's not just a name. This isn't a stock that records.It dominates and records. It is the litmus test for that actually has the ability to hit sentiment more broadly. You know, it's such a large component of the S&P 500.We've obviously seen a little bit of caution. And act ...

>> BLOOMBERG TECH IS LIVE COAST-TO-COAST WITH CAROLINE HYDE AND ED LUDLOW. CAROLINE: AT&T PLANS TO BUY $25 BILLION WORTH OF SPECTRUM LICENSES. PLUS THE DIGITAL SERVICES TAX FIGHT RE-ESCALATES AS PRESIDENT TRUMP THREATENS MORE TARIFFS AND RESTRICTIONS ON ADVANCED TECH AND CHIPS IN RETALIATION AS WE AWAIT A CABINET MEETING WITH PRESIDENT TRUMP THIS HOUR.WE'LL DISCUSS WHAT TO EXPECT BUT FIRST WE CHECK IN ON THE MARKETS WHERE THERE IS A MACRO STORY AT PLAY THAT AFFECTS THE BOND MARKET. STOCKS PRETTY RESILIENT I ...