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US Discusses Curbing AI Chips | Bloomberg Technology Full Show 10/15/2024

Bloomberg’s Ed Ludlow looks at the landscape for semiconductors as the US says its may curb AI chip exports from the likes of Nvidia and AMD over national security concerns. Plus, Nvidia’s production delays may be over as Dell servers are set to ship out with the latest Blackwell chips, and more than meets the…

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Bloomberg’s Ed Ludlow looks at the landscape for semiconductors as the US says its may curb AI chip exports from the likes of Nvidia and AMD over national security concerns. Plus, Nvidia’s production delays may be over as Dell servers are set to ship out with the latest Blackwell chips, and more than meets the eye, the undisclosed human touch behind Tesla’s Optimus robots.

Chapters:
00:01:38 – US Weighs Export Limits on AI Chips
00:06:28 – Chip Sector Under Pressure
00:13:58 – Tesla Optimus Robots Had Human Helpers
00:18:21 – Dell’s Lewis on Servers with New Nvidia AI Chips
——–
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26 Comments

26 Comments

  1. @XavierReignTNC

    October 15, 2024 at 12:27 pm

    Super Bullish Stocks of the near future (Water Companies), especially NYC. My prediction is that NYC Yorker residents will soon pay for water ???? ???? Why (?) Water is a scarce commodity arcoss the global and country due to global warming and rising prices . Reason for rise in prices (Vanishing Product Base Market) our dependency on subscriptions/no profitable app development. More over the push to go fully Green. My opinion Water looks good to buy. Ink Onk Dink! I said this????????

  2. @SimonJones-ni6lt

    October 15, 2024 at 12:33 pm

    I KNOW NOTHING ABOUT TRADING/INVESTING AND I’M KEEN ON GETTING STARTED .WHAT ARE SOME STRATEGIES TO GET STARTED WITH ?

    • @Happyanderson282

      October 15, 2024 at 12:34 pm

      As a beginner, it’s essential for you to have a mentor to keep you accountable. I’m guided by a widely known crypto consultant….
      Mrs Hellen Carter ..✌

    • @EdwardGagnon-nh9sx

      October 15, 2024 at 12:35 pm

      As a beginner, it’s essential for you to have a mentor to keep you accountable. I’m guided by a widely known crypto consultant….

    • @EdwardGagnon-nh9sx

      October 15, 2024 at 12:35 pm

      Mrs Hellen Carter ✌

    • @DylanRoss56

      October 15, 2024 at 12:36 pm

      This is correct,
      Hellen Carter’s strategy has normalized
      winning tra-des for me also and it’s a huge
      milestone for me looking back to how it all started.

    • @AustinBelanger-uo1wu

      October 15, 2024 at 12:36 pm

      I’ve followed many traders over the years ..
      but none have been as consistently accurate
      as hellen Carter…She’s truly in an inspiration to us all….

  3. @SupportAI309

    October 15, 2024 at 1:06 pm

    Tesla is a scam

  4. @RashelYeva

    October 15, 2024 at 2:54 pm

    !!!I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks or Crypto will be appreciated.

  5. @nygariottley245

    October 15, 2024 at 3:36 pm

    Stunt people who you want to be free, growth. So they now see your true intent is racist. Don’t want you to be a peer but a servant. This keeps them turning to ALLAH. Gee thanks guys.

  6. @nygariottley245

    October 15, 2024 at 3:54 pm

    if you want to know about a person. ask the people that lives in his house.

  7. @eth4peace

    October 15, 2024 at 5:57 pm

    These countries don’t follow the law and rules

  8. @eth4peace

    October 15, 2024 at 5:57 pm

    So you get no ai chips very simple

  9. @eth4peace

    October 15, 2024 at 6:11 pm

    You guys r such bears on Elon did u not see rocket catcher he will deliver what he says

  10. @eth4peace

    October 15, 2024 at 6:12 pm

    Until government embraces FDS we need chips or other technology put into the streets or pavement to help these driverless cars

  11. @eth4peace

    October 15, 2024 at 6:13 pm

    FSD

  12. @eth4peace

    October 15, 2024 at 6:13 pm

    Would be easy to put software into those little reflectors on streets

  13. @moisesibrahim4078

    October 15, 2024 at 6:22 pm

    ❤❤❤????????????Hmm the matter of AI , a lot application AI showing in market ,,,???? but a big but , only those who produce phone will stay in “ARENA” , NOKIAURCHANCE????????????❤❤❤

  14. @joependleton6293

    October 15, 2024 at 7:05 pm

    Here we go, buy the dip…

    • @joebloe1401

      October 15, 2024 at 9:22 pm

      NO ADVANCED CHIPS OUTSIDE THE USA, EXCEPT FOR THE UK, AUSTRAILIA, AND CANADA. AND LIMIT THOSE SO THEY AREN’T EXPORTED TO OUR ENEIMIES OR HOSTILE COMPETITORS LIKE JAPAN MEXICO, AND FRANCE.

  15. @lizbethhowington

    October 15, 2024 at 7:14 pm

    I’ve been an investor in Apple, gold, housing market as well because I strongly believe in them, I’ve always believed in the stock but now I don’t know if to re-distribute my portfolio and put some money in Nvidia or Tesla especially now that we are experiencing a market correction

    • @AndreAlbritton

      October 15, 2024 at 7:14 pm

      Both stocks have a long term potential, The most important thing is the ratio of the distribution based on the financials of each company. There are many other companies that are also doing well. You could just hire a financial advisor to guide you. A financial advisor really does help me do the distribution even between different asset classes. I don’t even understand technical financial terms much. I just know I make really good profit, and I don’t have to stress myself a lot

    • @lizbethhowington

      October 15, 2024 at 7:15 pm

      I’ve got similar problems and I have also considered using an FA but I don’t know how to go about it. Please, what are the steps for getting one? Like a really good one

    • @AndreAlbritton

      October 15, 2024 at 7:15 pm

      Gabriel alberto william is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment

    • @lizbethhowington

      October 15, 2024 at 7:15 pm

      Thank you for the recommendation. I’ll send him an email, and I hope I’m able to reach him and connect

  16. @joebloe1401

    October 15, 2024 at 9:21 pm

    NO ADVANCED CHIPS OUTSIDE OF THE USA, EXCEPT FOR THE UK, AUSTRAILIA, AND CANADA. AND LIMIT THOSE SO THEY AREN’T EXPORTED TO OUR ENEIMIES OR HOSTILES COMPETITORS LIKE JAPAN MEXICO, AND FRANCE.

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Algorithms and AI don’t just show us reality — they warp it in ways that benefit platforms built to exploit people for profit, says etymologist Adam Aleksic. From ChatGPT influencing our word choices to Spotify turning a data cluster into a new musical genre, he reveals how new technology subconsciously shapes our language, trends and sense of identity. “These aren’t neutral tools,” he says, encouraging us to constantly ask ourselves: How am I being influenced?

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“If you can build credibility and trust even when they’re still on Instagram and TikTok…you’re already getting in front of them before they’ve migrated to the tech Twitter world.”

Lightspeed’s Claire Zau and Josh Machiz tell Equity host Dominic-Madori Davis all about courting the “tech curious” early, on this week’s Equity podcast.

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Warsh’s Next Moves & Situational Awareness’ New Bet | Bloomberg Businessweek Daily 8/6/2026

Economics and Policy Correspondent Mike McKee & Senior Federal Reserve Reporter Enda Curran react to reports regarding President Trump’s relationship and communications with Fed Chair Kevin Warsh, plus a preview of July payrolls dropping Friday. Then, Bloomberg Hedge Fund Reporter Hema Parmar reports what $400 Million bet Situational Awareness made in its return back to…

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Economics and Policy Correspondent Mike McKee & Senior Federal Reserve Reporter Enda Curran react to reports regarding President Trump’s relationship and communications with Fed Chair Kevin Warsh, plus a preview of July payrolls dropping Friday. Then, Bloomberg Hedge Fund Reporter Hema Parmar reports what $400 Million bet Situational Awareness made in its return back to investing. Plus, Bloomberg Intelligence’s Global Head of Technology Research Mandeep Singh talks Alphabet’s potentially $25 Billion bond sale.

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00:00:00 Bloomberg Businessweek Daily
00:01:43 SpaceX Lockup Day & AI Spending
00:03:21 Market Update: Oil Rises, Stocks Slip
00:05:24 Trump’s Calls with Fed Chair Kevin Warsh
00:06:04 Inside the White House–Fed Communications
00:07:13 Presidential Pressure & Fed Independence
00:08:52 Will Trump and Warsh’s Honeymoon Last?
00:11:27 Jobs Report, Inflation & Jackson Hole
00:15:03 Labor Market Uncertainty
00:17:17 Biggest Risks Facing the Economy
00:20:31 Situational Awareness Returns to Investing
00:21:21 Hedge Fund Rebuild After Near Collapse
00:24:24 Citadel’s Windfall from the Rescue Deal
00:27:22 AI Investing, Leverage & Hedge Fund Risk
00:34:20 Alphabet’s $25 Billion AI Bond Sale
00:35:27 Why Big Tech Needs More Debt
00:38:32 Where AI Spending Is Paying Off
00:39:12 When Will AI Deliver ROI?
00:40:28 Google’s AI Leadership Shake-Up
00:44:39 Stock Movers: Sandisk, Datadog & Honeywell Aerospace
——–
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