Bloomberg’s Ed Ludlow looks at the landscape for semiconductors as the US says its may curb AI chip exports from the likes of Nvidia and AMD over national security concerns. Plus, Nvidia’s production delays may be over as Dell servers are set to ship out with the latest Blackwell chips, and more than meets the eye, the undisclosed human touch behind Tesla’s Optimus robots.
Chapters:
00:01:38 – US Weighs Export Limits on AI Chips
00:06:28 – Chip Sector Under Pressure
00:13:58 – Tesla Optimus Robots Had Human Helpers
00:18:21 – Dell’s Lewis on Servers with New Nvidia AI Chips
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:
Get the latest in tech from Silicon Valley and around the world here:
Connect with us on…
X:
Facebook:
Instagram:
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
Listen to the daily Bloomberg Technology podcast here:
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:
@XavierReignTNC
October 15, 2024 at 12:27 pm
Super Bullish Stocks of the near future (Water Companies), especially NYC. My prediction is that NYC Yorker residents will soon pay for water 💧 🤔 Why (?) Water is a scarce commodity arcoss the global and country due to global warming and rising prices . Reason for rise in prices (Vanishing Product Base Market) our dependency on subscriptions/no profitable app development. More over the push to go fully Green. My opinion Water looks good to buy. Ink Onk Dink! I said this😮😊
@SimonJones-ni6lt
October 15, 2024 at 12:33 pm
I KNOW NOTHING ABOUT TRADING/INVESTING AND I’M KEEN ON GETTING STARTED .WHAT ARE SOME STRATEGIES TO GET STARTED WITH ?
@Happyanderson282
October 15, 2024 at 12:34 pm
As a beginner, it’s essential for you to have a mentor to keep you accountable. I’m guided by a widely known crypto consultant….
Mrs Hellen Carter ..✌
@EdwardGagnon-nh9sx
October 15, 2024 at 12:35 pm
As a beginner, it’s essential for you to have a mentor to keep you accountable. I’m guided by a widely known crypto consultant….
@EdwardGagnon-nh9sx
October 15, 2024 at 12:35 pm
Mrs Hellen Carter ✌
@DylanRoss56
October 15, 2024 at 12:36 pm
This is correct,
Hellen Carter’s strategy has normalized
winning tra-des for me also and it’s a huge
milestone for me looking back to how it all started.
@AustinBelanger-uo1wu
October 15, 2024 at 12:36 pm
I’ve followed many traders over the years ..
but none have been as consistently accurate
as hellen Carter…She’s truly in an inspiration to us all….
@SupportAI309
October 15, 2024 at 1:06 pm
Tesla is a scam
@RashelYeva
October 15, 2024 at 2:54 pm
!!!I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks or Crypto will be appreciated.
@nygariottley245
October 15, 2024 at 3:36 pm
Stunt people who you want to be free, growth. So they now see your true intent is racist. Don’t want you to be a peer but a servant. This keeps them turning to ALLAH. Gee thanks guys.
@nygariottley245
October 15, 2024 at 3:54 pm
if you want to know about a person. ask the people that lives in his house.
@eth4peace
October 15, 2024 at 5:57 pm
These countries don’t follow the law and rules
@eth4peace
October 15, 2024 at 5:57 pm
So you get no ai chips very simple
@eth4peace
October 15, 2024 at 6:11 pm
You guys r such bears on Elon did u not see rocket catcher he will deliver what he says
@eth4peace
October 15, 2024 at 6:12 pm
Until government embraces FDS we need chips or other technology put into the streets or pavement to help these driverless cars
@eth4peace
October 15, 2024 at 6:13 pm
FSD
@eth4peace
October 15, 2024 at 6:13 pm
Would be easy to put software into those little reflectors on streets
@moisesibrahim4078
October 15, 2024 at 6:22 pm
❤❤❤😂🎉😢Hmm the matter of AI , a lot application AI showing in market ,,,😊 but a big but , only those who produce phone will stay in “ARENA” , NOKIAURCHANCE😂😂😂❤❤❤
@joependleton6293
October 15, 2024 at 7:05 pm
Here we go, buy the dip…
@joebloe1401
October 15, 2024 at 9:22 pm
NO ADVANCED CHIPS OUTSIDE THE USA, EXCEPT FOR THE UK, AUSTRAILIA, AND CANADA. AND LIMIT THOSE SO THEY AREN’T EXPORTED TO OUR ENEIMIES OR HOSTILE COMPETITORS LIKE JAPAN MEXICO, AND FRANCE.
@lizbethhowington
October 15, 2024 at 7:14 pm
I’ve been an investor in Apple, gold, housing market as well because I strongly believe in them, I’ve always believed in the stock but now I don’t know if to re-distribute my portfolio and put some money in Nvidia or Tesla especially now that we are experiencing a market correction
@AndreAlbritton
October 15, 2024 at 7:14 pm
Both stocks have a long term potential, The most important thing is the ratio of the distribution based on the financials of each company. There are many other companies that are also doing well. You could just hire a financial advisor to guide you. A financial advisor really does help me do the distribution even between different asset classes. I don’t even understand technical financial terms much. I just know I make really good profit, and I don’t have to stress myself a lot
@lizbethhowington
October 15, 2024 at 7:15 pm
I’ve got similar problems and I have also considered using an FA but I don’t know how to go about it. Please, what are the steps for getting one? Like a really good one
@AndreAlbritton
October 15, 2024 at 7:15 pm
Gabriel alberto william is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment
@lizbethhowington
October 15, 2024 at 7:15 pm
Thank you for the recommendation. I’ll send him an email, and I hope I’m able to reach him and connect
@joebloe1401
October 15, 2024 at 9:21 pm
NO ADVANCED CHIPS OUTSIDE OF THE USA, EXCEPT FOR THE UK, AUSTRAILIA, AND CANADA. AND LIMIT THOSE SO THEY AREN’T EXPORTED TO OUR ENEIMIES OR HOSTILES COMPETITORS LIKE JAPAN MEXICO, AND FRANCE.