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Nvidia, AMD Deal Sets Bad Precedent: Bernstein’s Rasgon

Bernstein Senior Analyst Stacy Rasgon says the US government’s plans to charge Nvidia and AMD 15% of the revenues from AI chip sales to China sets a bad precedent. He speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full…

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Bernstein Senior Analyst Stacy Rasgon says the US government’s plans to charge Nvidia and AMD 15% of the revenues from AI chip sales to China sets a bad precedent. He speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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8 Comments

8 Comments

  1. @Viralgaming8848

    August 11, 2025 at 2:20 pm

    …….

  2. @AnythingLinux

    August 11, 2025 at 2:30 pm

    Hire Linux Related Support from us!

  3. @user-ty2uz4gb7v

    August 11, 2025 at 4:09 pm

    I think it’s called being unconstitutional.
    United States Constitution, Article I, Section 9, Clause 5:
    “No Tax or Duty shall be laid on Articles exported from any State”

  4. @dankaralunas2594

    August 11, 2025 at 4:15 pm

    The USA needed some time engineer the chips, to let us control anything that uses the new chips. For world dominance. In a year, those chips will be other countries governments, militaries, banking. We just did what China was trying to pull off.

  5. @AyoHues

    August 11, 2025 at 4:51 pm

    The methods, as well as the morals, of the Mob. This kind of gangster capitalism is akin to the worst shakedown moves practiced by autocrats and dictators in banana republics and Soviet states. Ultimately these distortions are bad for businesses and bad for the economies where this happens. Luckily the tech sector is run by smart people and they’ll figure out the work arounds. As Tim Cook demonstrated last week, shiny baubles seem to do the trick.

  6. @gvd-l3o

    August 11, 2025 at 5:33 pm

    I think its called EXTORTION.
    MAFIA PEDO PRESIDENT, now release the OG Epstein files.

  7. @GoldenDra

    August 11, 2025 at 5:51 pm

    😂😂 Too Corrupt Loser trump. 😅😅

  8. @fredlee4250

    August 11, 2025 at 6:38 pm

    China will copy and make better AI chips than NVDIA in few years.

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Bloomberg Technology

Khosla Ventures Bets on AI’s Next Frontier: Science

Khosla Ventures is backing Discovery Loop, a new AI startup founded by former Google leaders including Jeff Dean that aims to dramatically accelerate scientific experimentation. Khosla Ventures Managing Director Samir Kaul explains why the firm quickly decided to invest, and why he believes the opportunity could be as profound as frontier AI models. He also…

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Khosla Ventures is backing Discovery Loop, a new AI startup founded by former Google leaders including Jeff Dean that aims to dramatically accelerate scientific experimentation. Khosla Ventures Managing Director Samir Kaul explains why the firm quickly decided to invest, and why he believes the opportunity could be as profound as frontier AI models. He also discusses why soaring technology valuations are forcing venture investors to rethink what “seed stage” even means. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Meta Safety Trial Could Reveal What Zuckerberg, Others Knew

Meta is facing a landmark legal battle with 29 states accusing the company of deliberately designing its platforms to keep children hooked while misleading the public about their safety. George Washington University law professor Mary Anne Franks explains the state and federal claims, why the case has drawn comparisons to tobacco litigation, and why the…

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Meta is facing a landmark legal battle with 29 states accusing the company of deliberately designing its platforms to keep children hooked while misleading the public about their safety. George Washington University law professor Mary Anne Franks explains the state and federal claims, why the case has drawn comparisons to tobacco litigation, and why the biggest consequence may not be the potential financial penalty, but what internal documents reveal about what Meta knew and when. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Anthropic Preps for Blockbuster Public Listing | Bloomberg Tech 8/21/2026

Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power, and all eyes are on Nvidia as…

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Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power, and all eyes are on Nvidia as the chipmaker reports earnings next week.

00:00:00 – Bloomberg Tech Begins
00:00:59 – Shirin Ghaffary & Liana Baker, Bloomberg News
00:05:55 – Sarah Frier, Bloomberg News
00:08:23 – Ryan Gould, Bloomberg News
00:11:59 – Erika Klauer, Science and Technology Partners
00:18:07 – Brody Ford, Bloomberg News
00:19:49 – Peter Elstrom, Bloomberg News
00:23:41 – Mary Anne Franks, George Washington University Law School
00:29:49 – Ryan Vlastelica, Bloomberg News
00:32:41 – Samir Kaul, Khosla Ventures
00:41:02 – Kunjan Sobhani, Bloomberg Intelligence
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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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