Bloomberg Technology
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…
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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Google Rolls Out New AI Chips to Challenge Nvidia
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@vme90-y7l
March 18, 2026 at 6:42 pm
Youkyung is very sharp.
@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 😂
@vme90-y7l
March 18, 2026 at 6:46 pm
Brendan is an idiot.
@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 😂
@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.