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China Bolsters Support for Domestic AI Chipmakers

Beijing-based Cambricon is set to triple production of AI chips in 2026, with plans to deliver half a million AI accelerators. Bloomberg’s Peter Elstrom discusses the company and wider plans by China to boost production of advanced AI chips. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to…

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Beijing-based Cambricon is set to triple production of AI chips in 2026, with plans to deliver half a million AI accelerators. Bloomberg’s Peter Elstrom discusses the company and wider plans by China to boost production of advanced AI chips. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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7 Comments

7 Comments

  1. @emmanuilushka

    December 4, 2025 at 3:49 pm

    knowing that Chinese-domestic chips are everywhere(Kirin, Hygon, Loongson, Ascend… ) I call those yield numbers bs

    • @user-ul7xj8qe2k

      December 4, 2025 at 3:56 pm

      Seeing that a lot of the training work is being done offshore and by smuggled H200s, yeah, it’s probably worse than 20%.

    • @emmanuilushka

      December 4, 2025 at 4:21 pm

      @user-ul7xj8qe2k Offshore training is just a hoax on par with allegations of smuggling.
      The reason is simple – they want Nvidia to look much more needed than it is in reality.
      So yes. Those yield numbers are as pathetic as spy stories.

    • @thesuperwonderer

      December 4, 2025 at 8:01 pm

      @user-ul7xj8qe2k Why would they need to smuggle H200 since Trump decided to lift the ban on those ? you don’t make sense. But keep coping, and you’ll see someday like for many other areas where you underestimate China (space station, EV, high speed rail, nuclear reactors etc…), you’ll end up crying 🤣

  2. @imjustbeinghonest1301

    December 4, 2025 at 5:50 pm

    Rather than bolster, China is preventing US made spy and kill switch from spreading causing damages.

  3. @aburaselshontu

    December 4, 2025 at 6:44 pm

    I pray for China’s success to counter American hegemony 💪

  4. @artd4781

    December 4, 2025 at 8:29 pm

    China’s AI applications in its manufacturing is second to none. They already dominate AI integration in all areas of manufacturing including FMCG manufacturing, precision engineering / medical / educational….

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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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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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