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Nvidia, AMD Deal Sets Bad Precedent: Bernstein’s Rasgon

Bernstein Senior Analyst Stacy Rasgon says the US government’s plans to charge Nvidia and AMD 15% of the revenues from AI chip sales to China sets a bad precedent. He speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full…

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Bernstein Senior Analyst Stacy Rasgon says the US government’s plans to charge Nvidia and AMD 15% of the revenues from AI chip sales to China sets a bad precedent. He speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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8 Comments

8 Comments

  1. @Viralgaming8848

    August 11, 2025 at 2:20 pm

    …….

  2. @AnythingLinux

    August 11, 2025 at 2:30 pm

    Hire Linux Related Support from us!

  3. @user-ty2uz4gb7v

    August 11, 2025 at 4:09 pm

    I think it’s called being unconstitutional.
    United States Constitution, Article I, Section 9, Clause 5:
    “No Tax or Duty shall be laid on Articles exported from any State”

  4. @dankaralunas2594

    August 11, 2025 at 4:15 pm

    The USA needed some time engineer the chips, to let us control anything that uses the new chips. For world dominance. In a year, those chips will be other countries governments, militaries, banking. We just did what China was trying to pull off.

  5. @AyoHues

    August 11, 2025 at 4:51 pm

    The methods, as well as the morals, of the Mob. This kind of gangster capitalism is akin to the worst shakedown moves practiced by autocrats and dictators in banana republics and Soviet states. Ultimately these distortions are bad for businesses and bad for the economies where this happens. Luckily the tech sector is run by smart people and they’ll figure out the work arounds. As Tim Cook demonstrated last week, shiny baubles seem to do the trick.

  6. @gvd-l3o

    August 11, 2025 at 5:33 pm

    I think its called EXTORTION.
    MAFIA PEDO PRESIDENT, now release the OG Epstein files.

  7. @GoldenDra

    August 11, 2025 at 5:51 pm

    😂😂 Too Corrupt Loser trump. 😅😅

  8. @fredlee4250

    August 11, 2025 at 6:38 pm

    China will copy and make better AI chips than NVDIA in few years.

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Bloomberg Technology

Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…

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Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
00:14:09 – Bloomberg’s Patrick Howell O’Neill on Anthropic’s AI Models Hacking Organizations in Testing
00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
00:32:43 – President Donald Trump Holds Cabinet Meeting from Camp David
00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
——–
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Bloomberg Technology

Moonshot’s Kimi Built With Nvidia Compute

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…

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Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir

Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…

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Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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