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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…

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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 charges against the prediction market platform.
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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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8 Comments

8 Comments

  1. @vme90-y7l

    March 18, 2026 at 6:42 pm

    Youkyung is very sharp.

  2. @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 😂

  3. @vme90-y7l

    March 18, 2026 at 6:46 pm

    Brendan is an idiot.

  4. @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 😂

  5. @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.

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Bloomberg Technology

President Trump Announces Apple and Intel Chip Collaboration | Bloomberg Tech 6/18/2026

Bloomberg’s Ed Ludlow discusses the latest announcement made by President Donald Trump, which will see Apple and Intel joining forces to produce chips domestically, sending shares of the chipmaker higher. Plus, Anduril’s CEO discusses how the company won a contract with the US Air Force to produce autonomous fighters. And, SpaceX wraps up its first…

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Bloomberg’s Ed Ludlow discusses the latest announcement made by President Donald Trump, which will see Apple and Intel joining forces to produce chips domestically, sending shares of the chipmaker higher. Plus, Anduril’s CEO discusses how the company won a contract with the US Air Force to produce autonomous fighters. And, SpaceX wraps up its first full week of trading, with shares falling for a second day straight.

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00:01:12 – Ian King & Mandeep Singh, Bloomberg News
00:05:57 – Ankur Crawford, Alger
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00:32:23 – Chris Pavolvski, Rumble CEO
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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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Bloomberg Technology

Rumble Bets on AI Compute Demand With New AI Platform

Video platform Rumble is jumping on the AI bandwagon with its newest AI platform. Launching as Quake AI, the new sector combines cloud, compute, and AI infrastructure, and is slated to dominate the company’s business segment. Rumble CEO Chris Pavlovski joins Ed Ludlow on “Bloomberg Tech” with more on the pivot. ——– Like this video?…

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Video platform Rumble is jumping on the AI bandwagon with its newest AI platform. Launching as Quake AI, the new sector combines cloud, compute, and AI infrastructure, and is slated to dominate the company’s business segment. Rumble CEO Chris Pavlovski joins Ed Ludlow on “Bloomberg Tech” with more on the pivot.
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Bloomberg Technology

Investors Anticipate Fresh Liquidity Following Historic SpaceX Debut

SpaceX’s historic public debut comes during a critical inflection point as a wave of multibillion-dollar AI companies prepare to go public. With the unprecedented IPO, investors are anticipating a wide-scale “distribution event” that will give private markets the fresh cash it desperately needs. Matt Witheiler, Head of Late-Stage Growth at Wellington Management, thinks the private…

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SpaceX’s historic public debut comes during a critical inflection point as a wave of multibillion-dollar AI companies prepare to go public. With the unprecedented IPO, investors are anticipating a wide-scale “distribution event” that will give private markets the fresh cash it desperately needs. Matt Witheiler, Head of Late-Stage Growth at Wellington Management, thinks the private tech ecosystem will see a cash return. He joins Ed Ludlow of “Bloomberg Tech”.
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