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Nvidia CEO Meets Trump Ahead of China Trip
Bloomberg Television· 2025-07-11 13:47
What's the purpose of that meeting. Well, it's interesting because we don't know what they discussed. Although the president took to social media rights to talk about the growth in video shares and the $4 trillion milestone.What was interesting is earlier this week, Joseph Wong went on MSNBC and in the course of that interview, he made the argument that the American technology stack in which NVIDIA currently holds a monopoly in the market for A. I. chips is akin to the US dollar.Right. The U.S. dollar is th ...
The US, China Race for AI Supremacy
Bloomberg Technology· 2025-07-09 19:09
You've been assessing, analyzing Chinese tech policy for decades at the moment. What do you make of their belief system that they could access in video chips like this. Would they.I mean, I know you're about to go out to China for a conference. I'm headed to Shanghai for the World II conference at the end of the month. And the reality is both China and the United States are focused on getting the infrastructure necessary to win the so-called air race.Now, whether it's actually a race is a separate question, ...
Chip stocks pop as U.S. eases China chip curbs
CNBC Television· 2025-07-03 16:22
Welcome back. The US lifting chip software curves on China. Our Christina parts has the details with cadence design Christina popping almost to the top of the S&P.Yeah. Yeah. One of the the big movers today and that's because the Trump administration is showing an abrupt reversal of a sixe chip design software export restriction uh to China and it really like you mentioned sent shares of Cadence and Synopsis both up.Cadence up five% Synopsis almost 5%. In exchange, chi China will likely smooth the permit pr ...
Patrick Moorhead: The U.S. lifting China restrictions is a positive sign for chip software designers
CNBC Television· 2025-07-03 15:13
Tech is boosting the S&P 500 and the Nasdaq. We're at new records. The Nasdaq is aiming for what would be its eighth positive session of the last nine.And this morning, uh, this is as the US lifts export controls on chip design software to China. Who are the companies at play here. Uh, Gen Cadence Design, Synopsis, Seaman's also getting a lift.Joining us now to discuss more insights founder and chief analyst Patrick Morehead. Patrick, obviously we can see it's good for some of these names. Uh is it a conclu ...
Gutierrez: Reciprocal tariffs are likely on some countries this July
CNBC Television· 2025-07-02 11:14
So, what do you make of this. We're about one week away. You were very confident earlier this year this would all be resolved sometime around now. You said sometime around the middle of the year.What do you think of the progress we've seen so far. Well, I continue to think that the back half of the year a lot of this will be resolved. But where we are today and you know the the question is why haven't we had more deals.July 9th is coming up and and we really have only had the UK, right. And with China we've ...
X @Bloomberg
Bloomberg· 2025-06-30 05:35
As Donald Trump brandishes US export controls on technology as a bargaining chip to wrest supplies of rare earth magnets from Beijing, China is showcasing what it can do without the most advanced American semiconductors https://t.co/cwg7eG55w4 ...
AI News: DeepSeek R2 Delayed, Meta Poaches from OpenAI, OpenAI Sued, Imagen 4, and more!
Matthew Berman· 2025-06-27 01:55
Tons of AI news. Let's get right into it. Deepseek R2 has been delayed according to the information. And the cause, US export controls. I didn't think those were actually going to work, but apparently maybe they are. And there are really two elements to this delay. First, the CEO of Deepseek isn't happy with the performance of Deepseek R2. And number two, even if it were good, they wouldn't have enough GPUs to run it. This is due to a shortage of Nvidia server chips in the country. According to employees of ...
汇丰:中国宏观追踪_加大民生保障力度
汇丰· 2025-06-16 03:16
China Macro Tracker Economics Increased support for people's livelihood Trade: New round of China-US talks with export controls in focus After China-US trade tensions heated up in recent weeks on claims that each side had violated the consensus reached in Geneva trade talks, a phone call between President Xi and President Trump on 5 June appeared to steer the situation back on track. Subsequently, in person high-level meetings were scheduled in London starting from 9 June. Similar to the Geneva talks, the U ...
Opening Bell: June 12, 2025
CNBC Television· 2025-06-12 13:50
Time exchange at the big board this morning. It is Integrity Specialty Insurance celebrating an IPO at the NASDAQ with that other IPO, Chime, a consumer financial technology company as we try to manage what looked to be a lower open as we're 6022. Market actually didn't trade that well off of Howard's comments.Uh and there's a lot of discussion today about those rare earth licenses which are about six months and it's we'll be back here talking about this again in six months also I mean if you notice and fol ...
China's racing to build its AI ecosystem as U.S. tech curbs bite. Here's how its supply chain stacks up
CNBC· 2025-06-12 03:55
In this articleNVDA"Compared to Nvidia's export-restricted chips, the performance gap between Huawei and the H20 is less than a full generation," said Dylan Patel, founder, CEO and chief analyst of SemiAnalysis. Sinology | Moment | Getty ImagesWith the U.S. restricting China from buying advanced semiconductors used in artificial intelligence development, Beijing is placing hopes on domestic alternatives such as Huawei. The task has been made more challenging by the fact that U.S. curbs not only inhibit Chin ...