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Keeping AI Chips Out of China

US chip companies don’t have a long-term future in China, says Michelle Giuda, CEO of Krach Institute for Tech Diplomacy at Purdue. She discusses why companies like Nvidia should be forging closer ties with US allies, speaking with Caroline Hyde on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch…

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US chip companies don’t have a long-term future in China, says Michelle Giuda, CEO of Krach Institute for Tech Diplomacy at Purdue. She discusses why companies like Nvidia should be forging closer ties with US allies, speaking with Caroline Hyde on “Bloomberg Technology.”
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11 Comments

11 Comments

  1. @amunra5330

    April 21, 2025 at 4:54 pm

    China will just develop its own lol

    • @dericksmith740

      April 21, 2025 at 8:18 pm

      是的,rely solely on things made on our own, on Chinese own. Just like the almighty Qing dynasty, until, until you know what happened next. But does it really matter? Nope

    • @duncankowable

      April 21, 2025 at 8:59 pm

      yeah. what the US Media doesn’t mention is that most of the TSMC engineers are Chinese anyway

  2. @zetsuboukami

    April 21, 2025 at 5:11 pm

    The analysts they have onscreen doesn’t realize that the long game is that China can and will develop the whole supply chain to build the advanced chips. Then US and the companies that blocked China will face competition and lose market share.

  3. @yukidaruma_kensetuchu

    April 21, 2025 at 5:45 pm

    So Huang flew to China, met CCP members, just to say “nope, not selling you guys any chips”? That doesn’t sound like what a business man would do

  4. @lukeliem9216

    April 21, 2025 at 6:08 pm

    Michelle Guida is a Vietnamese half-bred who has not worked a single day in a semiconductor company. She is exactly what is wrong with US NGOs and Think Tanks that put a semi-Asian face as front to support a suicidal trade policy against its own best companies, killing their investors in the process.

  5. @NewsPickleballBz

    April 21, 2025 at 6:36 pm

    China is devloping its own Ai chips, but their chip is far behind Nvidia’s H200 chip that will power Meta, xAi, Tesla, Google, and Amazon’s Ai server farms.

    • @dericksmith740

      April 21, 2025 at 8:17 pm

      扯淡😅

  6. @johnv7624

    April 21, 2025 at 6:56 pm

    They don’t care; they will fight to the end. They are communist.

  7. @shd94

    April 21, 2025 at 8:39 pm

    This woman is an idiot

  8. @duncankowable

    April 21, 2025 at 9:00 pm

    US: The trade deficit is too large. China you need to buy more from me! Also US: hey China, you can’t buy these chips from me

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Bloomberg Technology

Musk’s Boring Co. Gets $23 Billion Valuation

Elon Musk’s Boring Co. secured $3 billion in fresh investment backed by the United Arab Emirates and affiliated entities, in a funding round valuing Elon Musk’s tunneling startup at $23 billion. Bloomberg’s Kiel Porter has the details and joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:  …

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Elon Musk’s Boring Co. secured $3 billion in fresh investment backed by the United Arab Emirates and affiliated entities, in a funding round valuing Elon Musk’s tunneling startup at $23 billion. Bloomberg’s Kiel Porter has the details and joins Ed Ludlow on “Bloomberg Tech.”
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BofA: Apple’s Ternus Era Starts With Innovation, AI

Bank of America says John Ternus’s first major product launch as Apple CEO reinforced the company’s focus on product innovation, privacy and increasingly personalized AI. Wamsi Mohan, managing director and senior equity research analyst at Bank of America sees the new foldable iPhone Duo expanding Apple’s addressable market, while on-device AI and Private Cloud Compute…

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Bank of America says John Ternus’s first major product launch as Apple CEO reinforced the company’s focus on product innovation, privacy and increasingly personalized AI. Wamsi Mohan, managing director and senior equity research analyst at Bank of America sees the new foldable iPhone Duo expanding Apple’s addressable market, while on-device AI and Private Cloud Compute could make Siri more capable without sacrificing user privacy. He joins Ed Ludlow on “Bloomberg Tech.”Bank of America says John Ternus’s first major product launch as Apple CEO reinforced the company’s focus on product innovation, privacy and increasingly personalized AI. Wamsi Mohan, managing director and senior equity research analyst at Bank of America sees the new foldable iPhone Duo expanding Apple’s addressable market, while on-device AI and Private Cloud Compute could make Siri more capable without sacrificing user privacy. He joins Ed Ludlow on “Bloomberg Tech.”
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Everything You Need to Know About Apple’s iPhone Duo

Bloomberg’s Ed Ludlow discusses Apple’s iPhone Duo with Bloomberg’s Mark Gurman, from its anticipated reception with consumers to what it means for Apple’s new era under CEO John Ternus. Plus, the AI chip race is moving to inference. And, Elon Musk’s Boring Co. reaches a $23 billion valuation. 00:00:00 – Bloomberg Tech Begins 00:01:05 –…

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Bloomberg’s Ed Ludlow discusses Apple’s iPhone Duo with Bloomberg’s Mark Gurman, from its anticipated reception with consumers to what it means for Apple’s new era under CEO John Ternus. Plus, the AI chip race is moving to inference. And, Elon Musk’s Boring Co. reaches a $23 billion valuation.

00:00:00 – Bloomberg Tech Begins
00:01:05 – Mark Gurman, Bloomberg News
00:06:30 – Saira Mailk, Nuveen
00:13:03 – Peter Elstrom, Bloomberg News
00:15:02 – Sid Sheth, D-Matrix
00:23:02 – Anurag Rana, Bloomberg Intelligence
00:26:04 – Wamsi Mohan, BofA Securities
00:33:48 – Mitesh Agrawal, Positron
00:41:34 – Kiel Porter, Bloomberg News
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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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