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Nvidia Says It’s Getting Orders From China | Bloomberg Tech 3/18/2026

Bloomberg’s Caroline Hyde discusses Nvidia’s outlook as the company says it’s now getting orders from China and is ramping up sales of its H200 chips. Plus, the CEO of Nvidia, Jensen Huang, calls OpenClaw “the next ChatGPT,” sending Chinese AI stocks higher. And, Kalshi CEO Tarek Mansour gives an exclusive interview after Arizona filed criminal…

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Bloomberg’s Caroline Hyde discusses Nvidia’s outlook as the company says it’s now getting orders from China and is ramping up sales of its H200 chips. Plus, the CEO of Nvidia, Jensen Huang, calls OpenClaw “the next ChatGPT,” sending Chinese AI stocks higher. And, Kalshi CEO Tarek Mansour gives an exclusive interview after Arizona filed criminal charges against the prediction market platform.
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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8 Comments

8 Comments

  1. @vme90-y7l

    March 18, 2026 at 6:42 pm

    Youkyung is very sharp.

  2. @zachb1706

    March 18, 2026 at 6:44 pm

    10:20

    What year are we in, LLMs stopped being text only 2 years ago. The transformer architecture is used in everything now, from text to images to full world models.

    • @GandalfthegreyX

      March 18, 2026 at 11:36 pm

      Thank you 😂

  3. @vme90-y7l

    March 18, 2026 at 6:46 pm

    Brendan is an idiot.

  4. @imatimetraveler5760

    March 18, 2026 at 7:00 pm

    Time to buy NVDA 💪📈

    • @robotquant-app

      March 18, 2026 at 11:02 pm

      You might be right although I personally feel like it needs to go down to like 173 first… but anyway, it all depends on your strategy…

    • @imatimetraveler5760

      March 19, 2026 at 2:11 am

      ​@robotquant-appwhen everyone else is panicking to sell it’s time to buy 😂

  5. @CyrulikBlackie

    March 18, 2026 at 7:44 pm

    Not surprising at all, demand for AI compute in China hasn’t gone away, it’s just been constrained. The fact that Nvidia is getting orders again shows how critical their hardware still is to the global AI ecosystem.

    What’s interesting is how they’re threading the needle, staying within regulations while still capturing demand. Long term, this is about more than revenue; it’s about keeping their platform and software stack embedded before competitors can fully replace them.

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Bloomberg Technology

Alibaba’s AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026

Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems. 00:00:00 –…

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Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems.

00:00:00 – Bloomberg Tech Begins
00:01:49 – Peter Elstrom, Bloomberg News
00:04:44 – Marta Norton, Empower
00:12:39 – Vlad Tenev, Robinhood CEO
00:15:06 – Brody Ford, Bloomberg News
00:19:51 – Rachel Metz, Bloomberg News
00:24:03 – Rebecca Torrence, Bloomberg News
00:26:18 – Andrew Kreitz, Castelion
00:33:24 – Navin Chaddha, Mayfield
00:41:18 – Greg Ryan, Bloomberg News
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Bloomberg Technology

Mayfield Bets on AI’s Earliest Founders

Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield…

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Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield is resisting the industry’s push toward ever-larger funds to stay focused on early-stage investing. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Defense Startup Taking a SpaceX Approach to Missiles

Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at…

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Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at SpaceX shaped Castelion’s approach. He joins Ed Ludlow on “Bloomberg Tech.”
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