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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

Rocket Explosion Deals Blow to Blue Origin’s Space Ambitions

Blue Origin’s New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad Thursday evening, dealing a major setback to the Jeff Bezos-backed firm in its efforts to challenge a dominant SpaceX. Blue Origin and Amazon founder Jeff Bezos said it was too early to determine the cause of the…

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Blue Origin’s New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad Thursday evening, dealing a major setback to the Jeff Bezos-backed firm in its efforts to challenge a dominant SpaceX. Blue Origin and Amazon founder Jeff Bezos said it was too early to determine the cause of the explosion and described it as “a very rough day” in a post on X. Bloomberg Intelligence analyst Matt Bloxham joined Caroline Hepker to discuss the implications.
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SpaceX Lowers IPO Valuation Target | Bloomberg Tech 5/29/2026

Bloomberg’s Tim Stenovec breaks down why SpaceX is coming back down to Earth with a slightly lower valuation in its IPO. Plus, Anthropic closes a funding round at a whopping $965 billion valuation, surpassing OpenAI for the first time in the AI race; and Dell surges after the hardware giant’s outlook far surpassed Wall Street…

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Bloomberg’s Tim Stenovec breaks down why SpaceX is coming back down to Earth with a slightly lower valuation in its IPO. Plus, Anthropic closes a funding round at a whopping $965 billion valuation, surpassing OpenAI for the first time in the AI race; and Dell surges after the hardware giant’s outlook far surpassed Wall Street estimates.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:38 – Benedikt Kammel, Bloomberg News
00:05:05 – Shirin Ghaffary, Bloomberg News
00:07:56 – Silas Brown, Bloomberg News
00:12:05 – David Kennedy, Dell Technologies
00:15:40 – Janet Mui, RBC Brewin Dolphin
00:23:33 – Rebecca Torrence, Bloomberg News
00:26:41 – Matthew Weir, Goldman Sachs
00:33:40 – George Ferguson, Bloomberg Intelligence
00:37:59 – Carolina Parada, Google Deepmind
00:40:40 – Loren Grush, 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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Anthropic Valuation of $965 Billion Passes OpenAI

Anthropic raised $65 billion in a funding round that valued the AI company at $965 billion including the new investment, eclipsing rival OpenAI’s value for the first time. Bloomberg’s AI reporter Shirin Ghaffary joins Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Anthropic raised $65 billion in a funding round that valued the AI company at $965 billion including the new investment, eclipsing rival OpenAI’s value for the first time. Bloomberg’s AI reporter Shirin Ghaffary joins Tim Stenovec on “Bloomberg Tech.”
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