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:
source
