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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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Srikanth Thirumalai, vice president of onboard software at Waymo, explains the company’s full-stack approach drive simulator, its safety-critique, and how it stacks up against Tesla’s strategy. He speaks to Bloomberg’s Tom Mackenzie.
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Roozbeh Charli, chief executive officer of Swedish firm Einride, discusses how platform-driven logistics, electric trucks, and autonomous systems are transforming global freight, and why humans still play a critical role. He speaks to Bloomberg’s Tom Mackenzie.
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Wayve CEO Alex Kendall explains how an artificial intelligence-driven approach to self-driving — using onboard intelligence and real-world learning — is reshaping how autonomous cars and robotaxis are built and scaled. Kendall speaks to Bloomberg’s Tom Mackenzie.
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