Nvidia, AMD Rise In Premarket After Trump Greenlights Sale Of Advanced AI Chips To Chinahttps://t.co/3yMNxd06Ms https://t.co/j5skRT67mR ...

Trump gives Nvidia green light to sell advanced AI chips to China https://t.co/5txpzLvqEs ...

Another story that we're watching this morning and that we have been watching for weeks, for months. It's Alphabet because investors are growing increasingly confident that the company's semiconductors could represent significant growth drivers for the Google's parent. Look at what the stock has done after slumping for a lot of this year.It continues to rise. It's up now nearly 70% on the year. Joining us now is Bloomberg Tech reporter Ryan Vlastelica.Ryan, okay, so you have to use and use this fight betwee ...

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]

US Export Regulations Impact - Applied Materials anticipates a $710 million revenue reduction due to new US export regulations [2] - The new rule targets sales to Chinese entities, even those majority-owned by sanctioned companies, closing a previous workaround [3] - Applied Materials' stock is down about 2% following the disclosure [2] - Lam Research likely faces similar exposure, though specific figures are yet to be disclosed [3] - Bernstein views the impact on Applied Materials as "annoying but incremental," representing less than 2% of Q4 revenue and fiscal 2026 revenue [4][5] - Applied Materials trades at approximately a 25% valuation discount to Lam Research and KLA due to market share concerns [4] Nvidia's UAE Deal Stalled - A multi-billion dollar deal to supply Nvidia AI chips to the UAE, signed in May, is stalled after nearly 5 months [6] - The UAE's promised investments in the US have not yet materialized [6] - Commerce Secretary is reportedly pressuring the UAE to finalize US investments before authorizing chip delivery [7] - The delay was largely expected, resulting in minimal negative reaction in Nvidia's stock price [7] - Sovereign AI demand is generally not factored into current earnings estimates [7] Market Outlook - Morgan Stanley suggests the memory capex recovery and continued spending by Taiwan Semiconductor are key factors driving equipment demand [5]

"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 ...