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Nvidia’s China Future Remains Unclear

Amy Webb, CEO of Future Today Strategy Group, discusses technology tensions that linger between the US and China, after the leaders of the two countries met. She joins Caroline Hyde on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde…

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Amy Webb, CEO of Future Today Strategy Group, discusses technology tensions that linger between the US and China, after the leaders of the two countries met. She joins Caroline Hyde on “Bloomberg Tech.”
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27 Comments

27 Comments

  1. @westinghouseforever

    October 31, 2025 at 3:40 pm

    NVIDIA can and will replace tsmc which means tsmc doesn’t matter which means Taiwan doesn’t matter which means we can support the One China Principle so we can get along with China, and that matters do I need to spell everything out? Unfortunately, I have some bad news for anyone who needs or expects me to do that lol (’cause I won’t).

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  22. @PujaArteaga

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    Bullish sentiment everywhere — Corvix CRV is trending for a reason!

  23. @FraserMaitland

    October 31, 2025 at 5:12 pm

    Every alt season has that one gem. This time, I’m betting it’s Corvix and the CRV token.

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    October 31, 2025 at 5:12 pm

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    October 31, 2025 at 5:13 pm

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  26. @VickiShelby-j2e

    October 31, 2025 at 5:13 pm

    Every AMA from Corvix’s team adds more confidence — CRV token has direction.

  27. @tonyd822

    October 31, 2025 at 11:48 pm

    “Secretive” meeting…then proceed to tell the world what those plans are…how typical 😂

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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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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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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.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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