Bloomberg Technology
China Bolsters Support for Domestic AI Chipmakers
Beijing-based Cambricon is set to triple production of AI chips in 2026, with plans to deliver half a million AI accelerators. Bloomberg’s Peter Elstrom discusses the company and wider plans by China to boost production of advanced AI chips. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to…
Bloomberg Technology
Google Rolls Out New AI Chips to Challenge Nvidia
Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more. ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here: Get…
Bloomberg Technology
Menlo: Agents Now Drive 80% of Enterprise AI Usage
Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of…
Bloomberg Technology
Nvidia Investor: Governance Now Part of the Valuation
Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch the latest…
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@emmanuilushka
December 4, 2025 at 3:49 pm
knowing that Chinese-domestic chips are everywhere(Kirin, Hygon, Loongson, Ascend… ) I call those yield numbers bs
@user-ul7xj8qe2k
December 4, 2025 at 3:56 pm
Seeing that a lot of the training work is being done offshore and by smuggled H200s, yeah, it’s probably worse than 20%.
@emmanuilushka
December 4, 2025 at 4:21 pm
@user-ul7xj8qe2k Offshore training is just a hoax on par with allegations of smuggling.
The reason is simple – they want Nvidia to look much more needed than it is in reality.
So yes. Those yield numbers are as pathetic as spy stories.
@thesuperwonderer
December 4, 2025 at 8:01 pm
@user-ul7xj8qe2k Why would they need to smuggle H200 since Trump decided to lift the ban on those ? you don’t make sense. But keep coping, and you’ll see someday like for many other areas where you underestimate China (space station, EV, high speed rail, nuclear reactors etc…), you’ll end up crying 🤣
@imjustbeinghonest1301
December 4, 2025 at 5:50 pm
Rather than bolster, China is preventing US made spy and kill switch from spreading causing damages.
@aburaselshontu
December 4, 2025 at 6:44 pm
I pray for China’s success to counter American hegemony 💪
@artd4781
December 4, 2025 at 8:29 pm
China’s AI applications in its manufacturing is second to none. They already dominate AI integration in all areas of manufacturing including FMCG manufacturing, precision engineering / medical / educational….