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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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Bloomberg Technology

Arm CEO on Proposed California Wealth Tax: Not a Good Thing

Arm CEO Rene Haas warns a proposed wealth tax in California could drive top entrepreneurs out of Silicon Valley. “I don’t think it’s a good thing if it drives really smart people outside the valley,” Haas tells Bloomberg’s Tom Mackenzie. This interview was recorded on March 23 for “Bloomberg Tech: Europe.” ——– Like this video?…

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Arm CEO Rene Haas warns a proposed wealth tax in California could drive top entrepreneurs out of Silicon Valley. “I don’t think it’s a good thing if it drives really smart people outside the valley,” Haas tells Bloomberg’s Tom Mackenzie.
This interview was recorded on March 23 for “Bloomberg Tech: Europe.”
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Netflix Drops After Forecast; Reed Hastings Exits | Bloomberg Tech 4/17/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Netflix’s lackluster forecast for the second quarter and co-founder Reed Hastings stepping down after 29 years at the company. Plus, the US government plans to make a version of Anthropic’s Mythos model available to major federal agencies to tackle cyber risks despite the company’s ongoing legal feud with…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Netflix’s lackluster forecast for the second quarter and co-founder Reed Hastings stepping down after 29 years at the company. Plus, the US government plans to make a version of Anthropic’s Mythos model available to major federal agencies to tackle cyber risks despite the company’s ongoing legal feud with the Pentagon. And, Sequoia Capital raises $7 billion for its latest expansion fund, targeting AI giants like OpenAI and Anthropic.
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VC Dealmaking Sets Record, But Nearly All Funds Go to AI

The venture capital market posted a record-shattering $267 billion the first quarter of 2026. But the data shows the landscape is almost entirely consumed by the AI race. Kyle Stanford, director of venture capital research at PitchBook, discusses the firm’s latest report with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video?…

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The venture capital market posted a record-shattering $267 billion the first quarter of 2026. But the data shows the landscape is almost entirely consumed by the AI race. Kyle Stanford, director of venture capital research at PitchBook, discusses the firm’s latest report with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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