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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…

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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.”
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7 Comments

7 Comments

  1. @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 🤣

  2. @imjustbeinghonest1301

    December 4, 2025 at 5:50 pm

    Rather than bolster, China is preventing US made spy and kill switch from spreading causing damages.

  3. @aburaselshontu

    December 4, 2025 at 6:44 pm

    I pray for China’s success to counter American hegemony 💪

  4. @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….

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Bloomberg Technology

Musk’s Boring Co. Gets $23 Billion Valuation

Elon Musk’s Boring Co. secured $3 billion in fresh investment backed by the United Arab Emirates and affiliated entities, in a funding round valuing Elon Musk’s tunneling startup at $23 billion. Bloomberg’s Kiel Porter has the details and joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:  …

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Elon Musk’s Boring Co. secured $3 billion in fresh investment backed by the United Arab Emirates and affiliated entities, in a funding round valuing Elon Musk’s tunneling startup at $23 billion. Bloomberg’s Kiel Porter has the details and joins Ed Ludlow on “Bloomberg Tech.”
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BofA: Apple’s Ternus Era Starts With Innovation, AI

Bank of America says John Ternus’s first major product launch as Apple CEO reinforced the company’s focus on product innovation, privacy and increasingly personalized AI. Wamsi Mohan, managing director and senior equity research analyst at Bank of America sees the new foldable iPhone Duo expanding Apple’s addressable market, while on-device AI and Private Cloud Compute…

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Bank of America says John Ternus’s first major product launch as Apple CEO reinforced the company’s focus on product innovation, privacy and increasingly personalized AI. Wamsi Mohan, managing director and senior equity research analyst at Bank of America sees the new foldable iPhone Duo expanding Apple’s addressable market, while on-device AI and Private Cloud Compute could make Siri more capable without sacrificing user privacy. He joins Ed Ludlow on “Bloomberg Tech.”Bank of America says John Ternus’s first major product launch as Apple CEO reinforced the company’s focus on product innovation, privacy and increasingly personalized AI. Wamsi Mohan, managing director and senior equity research analyst at Bank of America sees the new foldable iPhone Duo expanding Apple’s addressable market, while on-device AI and Private Cloud Compute could make Siri more capable without sacrificing user privacy. He joins Ed Ludlow on “Bloomberg Tech.”
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Everything You Need to Know About Apple’s iPhone Duo

Bloomberg’s Ed Ludlow discusses Apple’s iPhone Duo with Bloomberg’s Mark Gurman, from its anticipated reception with consumers to what it means for Apple’s new era under CEO John Ternus. Plus, the AI chip race is moving to inference. And, Elon Musk’s Boring Co. reaches a $23 billion valuation. 00:00:00 – Bloomberg Tech Begins 00:01:05 –…

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Bloomberg’s Ed Ludlow discusses Apple’s iPhone Duo with Bloomberg’s Mark Gurman, from its anticipated reception with consumers to what it means for Apple’s new era under CEO John Ternus. Plus, the AI chip race is moving to inference. And, Elon Musk’s Boring Co. reaches a $23 billion valuation.

00:00:00 – Bloomberg Tech Begins
00:01:05 – Mark Gurman, Bloomberg News
00:06:30 – Saira Mailk, Nuveen
00:13:03 – Peter Elstrom, Bloomberg News
00:15:02 – Sid Sheth, D-Matrix
00:23:02 – Anurag Rana, Bloomberg Intelligence
00:26:04 – Wamsi Mohan, BofA Securities
00:33:48 – Mitesh Agrawal, Positron
00:41:34 – Kiel Porter, Bloomberg News
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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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