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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

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.

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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
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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
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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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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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