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Nvidia, AMD Will Give Cut of China Chip Sales to US

Nvidia and AMD agree to pay 15% of their revenues from Chinese AI chip sales to the US government. Rhodium Group Director Reva Goujon says it shows the US is in a highly transnational phase. She speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on…

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Nvidia and AMD agree to pay 15% of their revenues from Chinese AI chip sales to the US government. Rhodium Group Director Reva Goujon says it shows the US is in a highly transnational phase. She speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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4 Comments

4 Comments

  1. @audreyl704

    August 11, 2025 at 2:17 pm

    😮

  2. @blayespestcontrol6900

    August 11, 2025 at 3:31 pm

    The way leftists describe tariffs, or whatever you want to call it. But they are perfectly ok with China ripping USA off for decades. Can’t make this crap up. I bet they won’t sell their NVDA or AMD stocks.

  3. @arturnow

    August 11, 2025 at 3:58 pm

    Gosh, china is not able to develope anything comparable. No company on the USA is…

  4. @curryking1

    August 11, 2025 at 4:03 pm

    What the fuck is this 😂😂😂 how Russia did USSA become in just 6 months 😂😂😂

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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.”
——–
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