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Analysts are too low in their estimates for Nvidia, according to I/O Fund Lead Tech Analyst Beth Kindig. She discusses her expectations for Nvidia’s growth with...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss US Treasury Secretary Scott Bessent’s comments that the US deal allowing Nvidia and AMD to sell some AI chips...
Will there be a globally dominant artificial intelligence standard, or different forks for the technology’s development? That’s what Lei Qiu, CIO for Thematic Innovation Equities at...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that China is urging its domestic companies to avoid using Nvidia H20 chips. Plus, Elon Musk accuses Apple...
Bloomberg Opinion Columnist Dave Lee says the US is giving up some of its AI advantage by letting Nvidia and AMD sell some AI chips to...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s and AMD’s agreement to pay 15% of their revenues from Chinese artificial intelligence chip sales to the US...
Bernstein Senior Analyst Stacy Rasgon says the US government’s plans to charge Nvidia and AMD 15% of the revenues from AI chip sales to China sets...
Nvidia and AMD agree to pay 15% of their revenues from Chinese AI chip sales to the US government. Rhodium Group Director Reva Goujon says it...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the details and response to the Trump administration’s AI Action Plan. White House Office of Science and Technology Policy...
Bloomberg’s Ed Ludlow discusses Netflix earnings as the company’s shares fall. Plus, the CFO of Taiwan Semiconductor Manufacturing discusses the company’s $165 billion US expansion plan....
