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China Chips Still Behind US, Nvidia in Performance: Baillie Gifford

Paulina McPadden, investment manager of international concentrated growth strategy at Baillie Gifford, discusses where Nvidia sits in the global chip ecosystem and why US-based AI researchers and companies still have a leg up for the long-term over China, while still seeing a “rich hunting ground” for AI investment outside of the US. She joins Ed…

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Paulina McPadden, investment manager of international concentrated growth strategy at Baillie Gifford, discusses where Nvidia sits in the global chip ecosystem and why US-based AI researchers and companies still have a leg up for the long-term over China, while still seeing a “rich hunting ground” for AI investment outside of the US. She joins Ed Ludlow on “Bloomberg Tech.”
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3 Comments

3 Comments

  1. @kamenidriss

    May 20, 2026 at 4:48 pm

    in another news, the sky is blue

  2. @rafatlatif544

    May 20, 2026 at 5:41 pm

    Keep you dilutions inside you lady. Soon you are going to beg in china

  3. @tedchandran

    May 20, 2026 at 9:03 pm

    Trump called out tofu chips. Xi can only counter with his rubric that Trump Only Fucks Up. Jai Hind

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Bloomberg Technology

Nvidia Earnings in Focus; SpaceX Eyes Historic IPO | Bloomberg Tech 5/20/2026

Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia’s earnings report, as investors anxiously await for the world’s most valuable company to show whether it can continue delivering the explosive growth fueling the AI boom. Plus, SpaceX inches closer to launch with an imminent IPO filing. And, a deep dive into SoftBank’s bet on…

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Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia’s earnings report, as investors anxiously await for the world’s most valuable company to show whether it can continue delivering the explosive growth fueling the AI boom. Plus, SpaceX inches closer to launch with an imminent IPO filing. And, a deep dive into SoftBank’s bet on OpenAI as insiders grow worried that Masayoshi Son is too tied to the AI giant.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:05 – Carmen Reinicke, Bloomberg News
00:04:14 – Maggie Eastland, Bloomberg News
00:08:32 – Anthony Hughes, Bloomberg News
00:11:38 – Rachel Metz, Bloomberg News
00:16:10 – Jai Malik, AMCA CEO
00:23:39 – Paulina McPadden, Baillie Gifford
00:29:51 – Peter Elstrom, Bloomberg News
00:34:21 – Campbell Brown, Forum AI CEO
00:40:27 – Kunjan Sobhani, Bloomberg Intelligence
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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

Major Chatbots Miss the Mark on News: Forum AI Study

The four major chatbots — OpenAI’s ChatGPT, Google’s Gemini, Anthropic’s Claude and xAI’s Grok — are struggling to fairly and accurately answer questions about elections and geopolitics, according to a new study from Forum AI. Forum AI CEO Campbell Brown believes AI companies will have to be different and stop “grading their own homework” for…

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The four major chatbots — OpenAI’s ChatGPT, Google’s Gemini, Anthropic’s Claude and xAI’s Grok — are struggling to fairly and accurately answer questions about elections and geopolitics, according to a new study from Forum AI. Forum AI CEO Campbell Brown believes AI companies will have to be different and stop “grading their own homework” for things to change. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

SoftBank Founder’s Starstruck Bet on OpenAI Raises Concern

SoftBank has committed more than $60 billion to OpenAI to date, with founder Masayoshi Son reportedly convinced Sam Altman is leading the most important technology shift of the century. But as rival Anthropic gains ground, questions are growing – even inside SoftBank – about whether the company may be too heavily tied to OpenAI’s success.…

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SoftBank has committed more than $60 billion to OpenAI to date, with founder Masayoshi Son reportedly convinced Sam Altman is leading the most important technology shift of the century. But as rival Anthropic gains ground, questions are growing – even inside SoftBank – about whether the company may be too heavily tied to OpenAI’s success. Bloomberg’s Peter Elstrom joins Ed Ludlow on “Bloomberg Tech.”
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Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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