VONNIE: IT IS 5:00 A.M. IN NEW YORK CITY. I AM VONNIE QUINN WITH YOUR "BLOOMBERG BRIEF. " A WIN FOR ALPHABET. META REPORTEDLY IN TALKS TO SPEND BILLIONS ON GOOGLE'S AI CHIPS AS AN ALTERNATIVE TO NVIDIA'S GPU'S. MOSCOW AND KYIV TRADE AIRSTRIKES, EVEN AS PRESIDENT TRUMP TOUTS HIS PEACE PROPOSAL. AND MARKETS IN A RAFT OF ECONOMIC DATA, FROM RETAIL SALES TO THE SURVEY. THE BLISTERING TECH RALLY LOOKS TO BE COMING TO A HALT, PARTICULARLY AFTER THE GOOGLE-META NEWS. FUTURES LOWER. THE NASDAQ WAS UP 2.6% PERCENT Y ...

What is your take here in your thesis on what this reporting about anthropic and Google represents. So there are two aspects of it. Anthropic has been working closely with Amazon Web Services.It also has investment from Google. So it is logical that they will be using some cloud capacity from Google as well. But the big question is whether this, you know, talks a little bit about as infrastructure or this is just a matter of in looking for capacity at this point because everybody is constrained.Microsoft re ...

US-China Trade Relations - The US and China are engaging in discussions regarding export controls on semiconductors/AI chips and rare earth/critical minerals/permanent magnets respectively, highlighting mutual dependence [1] - China has implemented export controls on rare earth and permanent magnets, specifically targeting the equipment used in their production [2] - The US acknowledges the importance of rare earths while suggesting China relies on US products, indicating potential negotiation [3][4] - China's previous retaliation to US tariffs involved explicit export controls on rare earth magnets [5] - China is aware of its leverage in trade negotiations with the US [6] Semiconductor and AI Industry - The US holds a lead in AI chip manufacturing, an area China aims to develop [7] - China seeks access to US chips and views export controls on rare earths as leverage to convince the US to lift restrictions on AI chips [7] - Revenue sharing from Nvidia and AMD chips is a point of discussion [7] Geopolitical Strategy - Face-to-face meetings between leaders, such as a potential meeting between President Trump and President Xi, are considered critical for easing tensions and facilitating pointed conversations [7][8][9] - Public statements and actions from both sides can be interpreted as negotiating tactics [4][5]

Two chip companies today facing some international roadblocks. For that, we're going to turn to Christina Parts and Nevalos. Really interesting mix of business and policy here on both of these examples.KP. Yeah, these two chip stories really highlight how complicated it is for United States uh just in terms of the companies to sell chips abroad, I should say. And f let's first focus on applied materials because those shares are down about 2% after disclosing a $710 million revenue hit from new US export rul ...

"By some metrics, the improvement in AI Five will be 40 times better than AI Four." — Elon Musk— Elon Musk on AI Chips at Tesla https://t.co/Z55hx9U0nW ...

Regulatory Impact - China officially bans tech firms from buying Nvidia chips [1] - The Cyberspace Administration of China directs companies including ByteDance and Alibaba to terminate their testing and orders of the RTX Pro 6000D [1] - The fresh ban is stronger than the earlier guidance from regulators that focused on the H20, the previous version of Nvidia's China-tailored AI chip [2] Company Statement - Nvidia CEO Jensen Huang said the U S and Beijing "have larger agendas to work out" [1]

As normal Hock Tan does not name. He alludes to this A-6 customer on the call. And when you published your research recession reaction, that's where you looked at assets and revenue.Why focus there. I mean, that is the center stage for you right now. Look, before this announcement, they were still the majority chair owner of the ASU accelerator landscape.And with this announcement now, their share is actually going to increase, if you can believe that. So right now they are the number two ace any company af ...

NVIDIA业绩与增长 - NVIDIA的业绩并未完全达到预期，投资者正在消化增长放缓的信息 [1] - NVIDIA第三季度在中国市场没有H20芯片的销售额，但Blackwell架构可能进入中国市场 [1] - NVIDIA预计未来12个月内可能达到1000亿美元的收入 [2] - NVIDIA预计2025财年收益增长113%，2026财年增长50% [2] - NVIDIA的Q3财报预测未包含中国市场的收入，若包含，业绩将超出预期 [1] - NVIDIA营收增长56%，未包含中国市场收入 [7] - NVIDIA（不含中国）的数据中心业务在Q1增长约60%的基础上，Q3加速增长至80% [10] 中国市场与政策风险 - 特朗普政府可能对中国AI芯片销售征收15%佣金的计划尚未正式确定，需要进一步的法规文件 [1][3] - 如果一切顺利，中国市场可能为NVIDIA带来高达50亿美元的收入 [1] - 中国市场存在500亿美元的市场机会，但美国对中国的技术出口政策存在不确定性 [1][16][22] - 中国竞争对手正在NVIDIA缺乏竞争的情况下崛起 [3] - 中国政府可能推动国内企业减少对美国技术的依赖 [20] 未来发展与竞争 - NVIDIA的创新步伐持续，Rubin架构即将推出 [2][13] - NVIDIA正在关注量子计算和机器人领域 [2][17] - NVIDIA的Blackwell和Blackwell Ultra芯片将在Q3开始显现影响 [9] - NVIDIA的竞争优势在于其软硬件结合的系统级能力，以及在性能功耗比上的持续改进 [14][15][13] - NVIDIA面临来自Amazon等公司在AI芯片领域的竞争 [14]

China's been cracking down on Nvidia's H20 AI chips. I'm Christina Parts Douglas at CMC headquarters in New Jersey. And recent comments from Commerce Secretary Howard Lutnik on CNBC earlier in July are really just adding fuel to the fire.We want to keep having the Chinese use the American technology stack because they still rely upon it and that's key. So we try to play that balance. We don't sell them our best stuff. Not our second best stuff, not even our third best.I think fourth best is where we've come ...

Company Overview - Graphjet Technology has developed patented technology to recycle palm kernel shells into single layer graphene and artificial graphite, positioning itself as an innovative producer in the graphene and graphite market [6] Collaboration and Research - Graphjet has agreed to collaborate with the Centre for Materials Engineering and Smart Manufacturing (MERCU) at Universiti Kebangsaan Malaysia (UKM) to utilize graphite and graphene in additive manufacturing technology for advanced heat sinks [1][2] - The collaboration is part of the Consortium of Research Excellence (KKP) 2025 under the Malaysian Ministry of Higher Education [1] Technological Advancements - The completion of a new laboratory enhances Graphjet's capability for quality testing and research on its graphite and graphene products, reducing reliance on third-party testing services and improving turnaround times for development programs [2] - The focus on additive manufacturing technology aims to improve existing heat sinks and develop new advanced heat sinks, particularly for data centers [3] Market Demand - There is a surging demand for specialized chips, especially AI chips, which require more efficient cooling solutions, thus increasing the need for advanced heat sinks [3] - The data center industry is booming in Malaysia and Southeast Asia, with major companies like Amazon Web Services, Microsoft, Google Cloud, Alibaba Cloud, and Equinix & NTT investing in the region [4]