Bloomberg Technology
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…
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 –…
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…
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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@vme90-y7l
March 18, 2026 at 6:42 pm
Youkyung is very sharp.
@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 😂
@vme90-y7l
March 18, 2026 at 6:46 pm
Brendan is an idiot.
@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 😂
@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.