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US to Pull Back on AI Chip Restrictions

The US has to stop acting as though Nvidia doesn’t have competition, says Ankur Crawford, EVP and portfolio manager at Alger. Crawford discussed how she is navigating investment opportunities as the US reexamines chip curbs on China with Caroline Hyde on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch…

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The US has to stop acting as though Nvidia doesn’t have competition, says Ankur Crawford, EVP and portfolio manager at Alger. Crawford discussed how she is navigating investment opportunities as the US reexamines chip curbs on China with Caroline Hyde on “Bloomberg Technology.”
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48 Comments

48 Comments

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    May 12, 2025 at 3:11 pm

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  11. @bigbigdog

    May 12, 2025 at 4:11 pm

    Ankur Crawford. Another Indian woman with a white husband. Just like Vance’s wife.

  12. @sagarmeena0210

    May 12, 2025 at 4:18 pm

    China has been fooling America since 30 years.

  13. @thomasrogers9146

    May 12, 2025 at 7:05 pm

    CHINA IS THE WORLDS LARGEST SEMICONDUCTOR AND CHIPS MARKET. THEY CONTROL 70% OF ALL PROCESSED REAR EARTH MINERALS. THEY CONTROL AND DOMINATE 96% OF REAR EARTH MINERAL PROCESSING TECHNOLOGY. AMERICAN TRADE WAR ON CHINA AND CHIP RESTRICTIONS WILL END UP MAKING CHINA THE ONLY NATION TO HAVE A COMPLETE CHIP MANUFACTURING ECHO SYSTEM FROM RAW MATERIAL, DESIGNE, DOMESTICALLY PRODUCED LETHOGRAPHY MACHINES AND MANUFACTURING OF BOTH ADVANCED AND LEGACY CHIPS. HUAWEI NEW ASSEND AI CHIP IS A WARNING TO AMERICA. THEY ARE GOING TO DOMINATE AND FLOOD THE GLOBAL CHIP MARKET WITH AFFORDABLE ADVANCED AND LEGACY CHIPS EATING INTO THE REVENUE OF THE WESTERN SEMICONDUCTOR SECTOR.

  14. @rickace132

    May 12, 2025 at 7:43 pm

    China doesn’t need US chips.

  15. @AlternativPerspectiv

    May 12, 2025 at 7:49 pm

    1:50 “if we push too far on this”… good morning!!! Looks like someobe’s waking up the the new reality: america is not leading anymore! hhahaha

  16. @AlternativPerspectiv

    May 12, 2025 at 7:52 pm

    china is going to own the entire chip manufacturing stack. asml/tsmc/nvidia will be irrelevant in 3rd quarter 2027.
    everything the us is holding on to thinking is gold will be undercut by better, cheaper tech from china like has happened with space, internet, connectivity, trains, cars, production, construction…

    The only people that still think the usa is leading are americans.

  17. @kevenjune3904

    May 12, 2025 at 7:54 pm

    She is full of bullshit about Huawei…

  18. @AlternativPerspectiv

    May 12, 2025 at 7:55 pm

    ip will be protected. remember your wish.
    in 30 yrs you will complaining about china hogging all the patents. china is now patenting and producing research whitepapers at over 4 times the entire western world combined. same for stem grads.

    so just like you championed using cheap labour then realized u messed up, u will regret championing patent selfishness

  19. @fuzicast

    May 12, 2025 at 8:52 pm

    China is not our enemy, they are our competitor and there are a lot of area where US and China can work together.

  20. @davidkwan6522

    May 12, 2025 at 9:03 pm

    China should sanction Nvidia unless the US removes sanction on Huawei.

  21. @IceCream-8668

    May 12, 2025 at 9:05 pm

    Huawei AI chip – CloudMatrix 384 replacing all Nvidia GB200 NVL72

  22. @bobmorane4926

    May 12, 2025 at 9:11 pm

    Options across the board !!! Soon, the West will have to compete everywhere. Monopoly will be a thing of the past just like price gouging !!! Hv u heard of the deepseek moment in military air fighters recently . That will hit every field you can think of.

  23. @fankefang

    May 12, 2025 at 9:21 pm

    Westerners has a binary mind set of competition, but a non-binary mind set when it come to gender. How interesting~~~

  24. @Mooneypilot101

    May 12, 2025 at 9:26 pm

    United States cannot behave like Tanya Harding on the world stage for long. The gig is up.

  25. @sferris33

    May 12, 2025 at 9:28 pm

    Both countries could benefit from sharing technology. China could help more effectively roll out 5G all across the U.S. Selling Nvidia A100 chips could help China further improve AI, which could also help us improve our AI models

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Bloomberg Technology

Nvidia Invests $2B in Marvell, Deepens Partnership | Bloomberg Tech 3/31/2026

Bloomberg’s Matt Miller takes a look at Nvidia’s $2 billion investment in Marvell, part of an agreement to collaborate on silicon photonics technology. Plus, the debt binge fueling the AI boom continues, with CoreWeave raising $8.5 billion from banks and investors to expand its cloud capacity. And, the CEO of wearables startup Whoop discusses the…

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Bloomberg’s Matt Miller takes a look at Nvidia’s $2 billion investment in Marvell, part of an agreement to collaborate on silicon photonics technology. Plus, the debt binge fueling the AI boom continues, with CoreWeave raising $8.5 billion from banks and investors to expand its cloud capacity. And, the CEO of wearables startup Whoop discusses the company’s new $10.1 billion valuation after its latest funding round.
——–
“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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What To Expect From the Artemis II Launch

NASA says there’s an 80% chance the Artemis II mission will launch on Wednesday from Cape Canaveral in Florida. Bloomberg’s Loren Grush is there with more on what to watch for. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed…

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NASA says there’s an 80% chance the Artemis II mission will launch on Wednesday from Cape Canaveral in Florida. Bloomberg’s Loren Grush is there with more on what to watch for.
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Rivian Electric Bike Spinoff Signs Deal with DoorDash

Electric bike startup Also, which spun out of carmaker Rivian, reached a $1 billion valuation in a new funding round and struck a partnership with DoorDash to work on autonomous deliveries. Also’s co-founder and President Chris Yu speaks with Matt Miller on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:  …

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Electric bike startup Also, which spun out of carmaker Rivian, reached a $1 billion valuation in a new funding round and struck a partnership with DoorDash to work on autonomous deliveries. Also’s co-founder and President Chris Yu speaks with Matt Miller on “Bloomberg Tech.”
——–
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