Podcasts about H20

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Best podcasts about H20

Latest podcast episodes about H20

The AI Breakdown: Daily Artificial Intelligence News and Discussions

Today's AI Daily Brief dives into the escalating model wars between OpenAI, Google, and Apple. OpenAI seems to have leaked GPT-5 and their open weights model temporarily, plus the surprise launch of Google's Gemini 2.5 Deep Think, and why Apple is scrambling to catch up—with M&A as its only viable AI strategy. We also explore new AI interface innovations from Manus and Perplexity, plus the implications of China's probe into Nvidia's H20 chips. Ask GPT about our Agent Readiness Audits - ⁠⁠⁠https://bit.ly/supersuperagent⁠⁠⁠Brought to you by:KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kpmg.com/ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about how KPMG can help you drive value with our AI solutions.Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠agntcy.org ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Plumb - The automation platform for AI experts and consultants ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://useplumb.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdownInterested in sponsoring the show? nlw@breakdown.network

Marketplace Tech
Bytes: Week in Review — Tea app data breach, chip exports to China and YouTube rolls out age estimation tech

Marketplace Tech

Play Episode Listen Later Aug 1, 2025 10:03


The Tea app is a place for women to share red or green flags about men, but it recently suffered a major data breach. Plus, why some members of Congress are protesting a deal with China to allow Nvidia to sell its H20 chips to the country. And YouTube is rolling out new age estimation technology to protect younger users. Marketplace's Meghan McCarty Carino is joined by Maria Curi, tech policy reporter at Axios, to discuss all this.

The CyberWire
SUSE flaw found hiding in plain port.

The CyberWire

Play Episode Listen Later Aug 1, 2025 24:44


A critical vulnerability in SUSE [SOO-suh] Manager allows attackers to run commands with root privilege. A joint CISA and U.S. Coast Guard threat hunt at a critical infrastructure site reveals serious cybersecurity issues. Healthcare providers across the U.S. report recent data breaches. Cybercriminals infiltrate a bank by physically planting a Raspberry Pi on a network switch. Russian state-backed hackers target Moscow diplomats to deploy ApolloShadow malware. Luxembourg investigates a major telecom outage tied to Huawei equipment. China's cyberspace regulator summons Nvidia over alleged security risks linked to its H20 AI chips. A new report examines early indicators of system compromise. Today we are joined by Ryan Whelan, Managing Director and Global Head of Accenture Cyber Intelligence, with their analysis of Scattered Spider. Pwn2Own puts a million dollar bounty on WhatsApp zero-clicks. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire GuestOur guest today is Ryan Whelan, Managing Director and Global Head of Accenture Cyber Intelligence, discussing the possibilities of Scattered Spider. Selected Reading Critical flaw in SUSE Manager exposes enterprise deployments to compromise (Beyond Machines) CISA identifies OT configuration flaws during cyber threat hunt at critical infrastructure organization, lists cyber hygiene (Industrial Cyber) CISA Issues ICS Advisories for Rockwell Automation Using VMware, and Güralp Seismic Monitoring Systems (Cyber Security News) Florida Internal Medicine Practices Discloses November 2024 Data Breach (HIPAA Journal) Cybercrooks use Raspberry Pi to steal ATM cash (The Register) Russian Cyberspies Target Foreign Embassies in Moscow via AitM Attacks: Microsoft (SecurityWeek) Luxembourg probes reported attack on Huawei tech that caused nationwide telecoms outage (The Record) Nvidia summoned by China's cyberspace watchdog over risks in H20 chips (CGTN) Hackers Regularly Exploit Vulnerabilities Before Public Disclosure (Infosecurity Magazine) Pwn2Own hacking contest pays $1 million for WhatsApp exploit (Bleeping Computer) Audience Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Marketplace All-in-One
Bytes: Week in Review — Tea app data breach, chip exports to China and YouTube rolls out age estimation tech

Marketplace All-in-One

Play Episode Listen Later Aug 1, 2025 10:03


The Tea app is a place for women to share red or green flags about men, but it recently suffered a major data breach. Plus, why some members of Congress are protesting a deal with China to allow Nvidia to sell its H20 chips to the country. And YouTube is rolling out new age estimation technology to protect younger users. Marketplace's Meghan McCarty Carino is joined by Maria Curi, tech policy reporter at Axios, to discuss all this.

Daily Tech Headlines
The White House Secured Commitments From Big Tech To Create A Digital Health Ecosystem – DTH

Daily Tech Headlines

Play Episode Listen Later Jul 31, 2025


The White House secured commitments from big tech to create a digital health ecosystem, China’s Cyberspace Administration has security concerns over Nvidia's H20 chip, and Google is using AI to determine users' age. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of thisContinue reading "The White House Secured Commitments From Big Tech To Create A Digital Health Ecosystem – DTH"

The AI Breakdown: Daily Artificial Intelligence News and Discussions

The episode investigates the escalating AI rivalry between the US and China, triggered by the release of both nations' AI strategies. It examines China's reaction to the US approach, including its call for a World AI Cooperation Organization based in Shanghai, and the intensifying dispute over NVIDIA's H20 chip exports. The conversation explores whether meaningful international cooperation is possible or if an AI arms race is unavoidable. Key topics include the strategic use of open-source models, differing visions for global AI governance, and debates among national security experts on export controls.Ask GPT about our Agent Readiness Audits - https://bit.ly/supersuperagentBrought to you by:KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kpmg.com/ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about how KPMG can help you drive value with our AI solutions.Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠agntcy.org ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Plumb - The automation platform for AI experts and consultants ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://useplumb.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdownInterested in sponsoring the show? nlw@breakdown.network

MKT Call
Stocks Retreat Ahead Of Fed Meeting

MKT Call

Play Episode Listen Later Jul 29, 2025 7:45


MRKT Matrix - Tuesday, July 29th S&P 500 retreats from record as comeback rally pauses before Fed decision (CNBC) Trump's New Trade Order Is Fragile (WSJ) China lays out its AI vision in foil to Donald Trump's ‘America First' plan (Financial Times) Nvidia orders 300,000 H20 chips from TSMC due to robust China demand, sources say (Reuters) Apple to Shutter a Retail Store in China for the First Time Ever (Bloomberg) The Driver of Apple's Exploding Valuation Is Under Threat. See What's at Stake. (WSJ) Microsoft's Access to OpenAI Tech Is Focus of Contract Talks (Bloomberg) Waymo taps Avis to manage robotaxi fleet in Dallas (TechCrunch)  Union Pacific to Buy Norfolk Southern in $85 Billion Deal (Bloomberg) -- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Tech Update | BNR
Nvidia bestelt 300.000 H20-chips bij TSMC, verhoogt voorraad met ruim de helft

Tech Update | BNR

Play Episode Listen Later Jul 29, 2025 5:09


Nvidia heeft zeker 300 duizend H20-chips bij TSMC besteld, melden ingewijden aan persbureau Reuters. De bestelling komt nadat de Verenigde Staten de exportrestricties op de chip naar China versoepeld hebben. Niels Kooloos vertelt erover in deze Tech Update. Nvidia zou volgens één ingewijde al 600 tot 700 duizend H20-chips op voorraad hebben. De bestelling bij TSMC zou de voorraad dus met de helft vermeerderen. Nvidia-baas Jensen Huang zei eerder deze maand nog dat de productie-aantallen bepaald zouden worden door de hoeveelheid orders uit China. De bestelling bij TSMC lijkt er dus op te wijzen dat het om veel orders gaat. Op dit moment is Nvidia nog in afwachting van een licentie van het Amerikaanse ministerie van Handel om de H20-chip naar China te mogen exporteren. Volgens Nvidia komt die 'binnenkort', maar op het ministerie is niet bepaald sprake van eensgezindheid over het handelsbeleid van president Donald Trump. Handelsminister Howard Lutnick kreeg maandag een brandbrief van een twintigtal beleidsmakers die pleiten om de H20-chip van Nvidia niet naar China te exporteren. Verder in deze Tech Update: Kamerleden van Groenlinks-PvdA en NSC stellen tientallen vragen aan minister Van Weel van Justitie over het cyberincident bij het Openbaar Ministerie Sony klaagt Tencent aan met de beschuldiging dat het de door Nederland gemaakte gameserie Horizon plagieert See omnystudio.com/listener for privacy information.

Podcast | BNR
Tech Update

Podcast | BNR

Play Episode Listen Later Jul 29, 2025 5:09


Nvidia heeft zeker 300 duizend H20-chips bij TSMC besteld, melden ingewijden aan persbureau Reuters. De bestelling komt nadat de Verenigde Staten de exportrestricties op de chip naar China versoepeld hebben. Niels Kooloos vertelt erover in deze Tech Update.

Wheeler in The Morning with Jasmin Laine and Tyler Carr

It's Freakier Than Four Fantastic Fighting Foo's on a Rebecca Black Friday!  (Say that four times fast).  Tyler reviews Katy Perry, Dave rants about H20 and a grand prize winner for Veld in T.O. on the Energy Jet!@TylerCarrfm @Wheelerj28 @Energy106fm Tyler Carr on Tik Tok

TẠP CHÍ TIÊU ĐIỂM
Thoả thuận Mỹ - Trung đổi chip lấy đất hiếm: Vì sao chip H20 thành trung tâm cuộc chơi ?

TẠP CHÍ TIÊU ĐIỂM

Play Episode Listen Later Jul 24, 2025 9:19


Giữa tháng 7/2025, xuất hiện một thông tin gây nhiều chú ý về cuộc đối đầu thương mại Mỹ - Trung: chip H20 của tập đoàn Nvidia, chuyên được sử dụng trong lĩnh vực trí tuệ nhân tạo, đã được Mỹ cho phép xuất khẩu trở lại sang thị trường Trung Quốc, sau lệnh đình chỉ được ban hành giữa tháng 4/2025. Thông tin được đưa ra khoảng một tháng sau khi Washington và Bắc Kinh thông báo đạt được một thỏa thuận sơ bộ đổi chip bán dẫn tân tiến lấy đất hiếm, nhưng không nêu chi tiết. Trong lúc gần như không có thông tin gì về việc xuất khẩu các loại đất hiếm, tức các kim loại chiến lược, mà Trung Quốc nới lỏng trở lại với Mỹ, tin tức về chip H20 được quảng bá rầm rộ trên truyền thông Hoa Kỳ. Vì sao chip H20 trở thành trung tâm của cuộc đọ sức công nghệ, địa - chiến lược Mỹ - Trung ? RFI đặt câu hỏi với nhà báo Lê Ngọc, từ Washington DC. Chip H20, tâm điểm truyền thông của thoả thuận sơ bộ Mỹ - Trung Về thỏa thuận sơ bộ Mỹ - Trung liên quan đến chip H20, nhà báo Lê Ngọc trước hết cho biết một số nét : « Trong một thông báo chí cách đây hơn một tuần, hôm 15/7, Nvidia hãng sản xuất chip cho trí tuệ nhân tạo lớn nhất thế giới thông báo chính quyền Mỹ cấp phép cho họ nối lại việc cung cấp chip H20 cho Trung Quốc và họ hy vọng sẽ sớm giao những lô hàng đầu tiên trở lại. Chip H20 đóng vai trò quan trọng trong việc phát triển các ứng dụng trí tuệ nhân tạo và hiện tại chỉ có Nvdia mới có khả năng sản xuất loại chip tân tiến này. Động thái này diễn ra trong lúc Bắc Kinh và Washington đang cạnh tranh quyết liệt để giành ưu thế về trí tuệ nhân tạo. Hồi cuối tháng trước, sau một cái thời gian đàm phán căng thẳng ở Luân Đôn và Geneva, Washington và Bắc Kinh đã đồng ý một khuôn khổ thương mại sơ bộ mà theo đó Trung Quốc sẽ nối lỏng việc hạn chế xuất khẩu đất hiếm sang Mỹ và đổi lại, Mỹ dỡ bỏ hạn chế xuất khẩu các sản phẩm công nghệ sang Trung Quốc. Dù đây chỉ là một thỏa thuận sơ bộ, nhưng các nhà quan sát cho rằng đó là dấu hiệu cho thấy hai siêu cường này đang muốn giảm căng thẳng thương mại, hướng tới một đại thỏa thuận để cuối cùng giải quyết rốt ráo những tranh chấp giữa hai nước. Trong đó quan trọng nhất là các lệnh kiểm soát xuất khẩu các mặt hàng nhạy cảm của Mỹ sang Trung Quốc và Trung Quốc cuối cùng sẽ mở rộng quyền tiếp cận thị trường cho hàng hóa Mỹ. Theo lời trần tình của ông bộ trưởng Thương Mại Mỹ ông Howard Lutnick với Reuters hôm 15/07, quyết định này đã kích hoạt một làn sóng các công ty Trung Quốc tranh nhau mua chip H20 của Nvdia. » Chip H20 là một loại GPU, hay bộ vi xử lý đồ họa, là trụ cột của công nghệ trí tuệ nhân tạo. Tập đoàn Nvidia hiện độc quyền thị trường này : GPU do Nvidia sản xuất chiếm 90% thị phần toàn cầu. Kể từ năm 2022, dưới thời tổng thống Joe Biden, với chính sách « giảm thiểu nguy cơ » (derisking), chính quyền Mỹ đã đưa ra nhiều biện pháp ngăn chặn việc bán các bộ vi xử lý GPU tiên tiến nhất cho Trung Quốc, nhằm làm giảm tốc độ phát triển công nghệ của Trung Quốc. Chip H20 vốn là loại GPU được thiết kế riêng để xuất khẩu sang thị trường Trung Quốc từ năm ngoái, với các tính năng được coi là nằm dưới mức nguy hiểm cho an ninh của nước Mỹ, khiến Trung Quốc không thể tiếp cận các công nghệ trọng yếu. Tuy nhiên, chính quyền Donald Trump hồi giữa tháng 4/2025 vừa qua đã áp đặt đòi hỏi cấp phép riêng đối với chip H20, trong bối cảnh cuộc chiến thuế quan vừa mở màn, với đối thủ số một là Trung Quốc. Cấp phép cho chip H20 đe dọa an ninh quốc gia của Mỹ Việc ngăn chặn xuất khẩu chip H20 sang Trung Quốc khiến Nvidia thiệt hại khoảng 5,5 tỉ đô trong ba tháng vừa qua, theo tập đoàn Mỹ. Việc chính quyền Trump bật đèn xanh cho việc xuất khẩu trở lại chip H20 gây nhiều phản ứng trái ngược tại Mỹ. Nhà báo Lê Ngọc cho biết trước hết về các phản ứng chỉ trích: « Hiện tại thì có hai luồng quan điểm đối lập nhau. Chúng ta đã biết hạn chế xuất khẩu để đảm bảo an ninh quốc gia của Mỹ là một vấn đề hết sức quan trọng đối với các nhà lập pháp tại đồi Capitol. Việc cả chính quyền Trump và chính quyền Biden trước đây đều ban hành những lệnh hạn chế xuất khẩu những công nghệ trọng yếu với Trung Quốc được sự ủng hộ của lưỡng đảng trong Quốc hội. Bây giờ thì ông Trump rút lại một phần lệnh cấm đó, đương nhiên sẽ gây ra phản ứng rất mạnh mẽ từ phía cả hai đảng. Dân biểu John Moolenaar, chủ tịch ủy ban đặc trách về Trung Quốc tại Hạ Viện, thuộc Đảng Cộng hòa, trong tuyên cáo báo chí, cho rằng chip H20 rất là lợi hại, theo cuộc điều tra lưỡng đảng và có vai trò quan trọng trong sự vươn mình của các công ty AI Trung Quốc, ví dụ như DeepSeek, một tên tuổi rất đình đám hồi đầu năm nay. Ông cũng cho rằng điều quan trọng là Mỹ phải duy trì thế dẫn đầu và không thể để cho Đảng Cộng sản Trung Quốc nắm được các công nghệ AI tân tiến. Dân biểu này cũng cho biết sẽ yêu cầu bộ Thương Mại giải thích rõ. Về phía đối lập, Đảng Dân chủ cũng đã có phản ứng rất mạnh mẽ về quyết định của chính quyền Trump. Dân biểu Raja Krishnamoorthi, thành viên cấp cao của Ủy ban đặc trách về Trung Quốc, mà tôi vừa đề cập, cũng ra tuyên bố nói rằng quyết định này của chính quyền Trump đã đặt vào tay đối thủ các công nghệ tân tiến nhất của chúng ta. Điều này còn nguy hiểm ở chỗ nó bất nhất với lập trường mà chính quyền từng tuyên bố trước đây về việc kiểm soát xuất khẩu đối với Trung Quốc. Nếu các công ty Trung Quốc mua được số lượng lớn chip H20 này, với số lượng 1 triệu, Bắc Kinh có thể sẽ thu hẹp đáng kể ưu thế dẫn đầu của Mỹ trong lĩnh vực trí tuệ nhân tạo. Đây là nhận định của ông Divyansh Kaushik, một chuyên gia về AI thuộc hãng tư vấn Beacon Global Strategies có trụ sở ở Washington D.C. » Cấp phép cho chip H20: « Lá bài đàm phán » của chính quyền Trump ? Việc cấp phép cho chip H20 tuy nhiên được nhiều người ủng hộ, coi đây là một « lá bài đàm phán » của chính quyền Trump. Nhà báo Lê Ngọc giải thích : « Đương nhiên chính quyền Mỹ sẽ biện hộ về quyết định này. Họ cho rằng điều này là cần thiết để mở cửa cánh cửa đối với đất hiếm của Trung Quốc và là một cái thủ thuật đàm phán mà thôi. Giáo sư Khương Hữu Lộc, giảng dạy về Quản trị Kinh doanh tại trường Cao học Keller về Quản trị thuộc Đại học Devry, cũng đồng ý với nhận định này của chính quyền Trump. Theo ông, tổng thống Trump biết đất hiếm là điểm yếu của Mỹ, nên tất nhiên Mỹ phải có cái gì đó để nhượng bộ Trung Quốc, nên việc dùng đến chip của Nvdia chỉ là một lá bài thương lượng. Và ông cho rằng đây là một điều bất khả kháng trong lúc Mỹ phụ thuộc từ 70 đến 75% đất hiếm từ Trung Quốc. Nếu mà không có đất hiếm, Mỹ sẽ gặp rất nhiều khó khăn trong việc sản xuất chip và Trí tuệ nhân tạo. Giáo sư Khương Hữu Lộc cũng cho rằng việc cấm đoán chip này theo yêu cầu của Quốc hội cũng không có tác dụng gì hết, tại vì cuối cùng cũng chỉ làm cho Trung Quốc phải tự lực cánh sinh mà thôi. Việc cấm đoán này chỉ làm cho kỹ nghệ AI của Trung Quốc bị chậm lại chừng 1, 2 năm thôi. Nếu Mỹ tiếp tục giữ lệnh cấm này thì sẽ đem lại lợi thế cho các tập đoàn công nghệ của Trung Quốc, như Huawei, hay tập đoàn Hàn Quốc Samsung. Tôi dẫn lời của ông Lộc nói với tôi là chính xác như thế này : Thay vì như thế thì nên để Trung Quốc lệ thuộc vào chip của Nvidia để Nvidia dẫn đầu thế giới về chip trí tuệ nhân tạo. Ông cũng lưu ý rằng : chip H20 chỉ có năng lực bằng khoảng 40% năng lực của một con chip tân tiến hơn của Nvdia là H100, mà chip này không được bán cho Trung Quốc. Và do đó, nếu như Trung Quốc có sử dụng con chip H20 này trong quốc phòng thì cũng không gây nguy hại gì cho lắm đối với an ninh của Mỹ. Bộ trưởng Thương Mại Howard Lutnick khi biện hộ cho quyết định này, giải thích Nvdia sẽ có thể áp đặt một cái ưu thế gọi là ‘‘không thể đảo ngược'', khi mà các hãng Trung Quốc chưa chế tạo được chip mà Nvdia làm ra, họ sẽ buộc ngày càng phải gắn bó, như lời ông nói là ‘‘nghiện công nghệ của Nvdia''. » Chiến thắng của Nvidia Sự kiện chip H20 được cấp phép trở lại đi liền với việc chủ nhân tập đoàn Nvidia Jensen Huang (Hoàng Nhân Huân), công dân Mỹ gốc Đài Loan, trở thành nhân vật trung tâm của cuộc chơi. Nhà báo Lê Ngọc giải thích : « Trước khi Mỹ đưa ra cái quyết định này, chúng ta thấy vai trò cá nhân của ông Hoàng rất là lớn. Quyết định này được ra chỉ sau có vài ngày sau cuộc gặp của ông Hoàng với tổng thống Trump tại Nhà Trắng. Trong những tháng trước, ông Hoàng cũng tăng cường vận động hành lang rất quyết liệt để chính quyền Mỹ dỡ bỏ hạn chế này. Cho nên sau khi quy định này được tung ra đó thì nhiều nhà quan sát cho rằng đây là một thắng lợi của Nvdia và thắng lợi của cá nhân ông Hoàng. Tại vì như chúng ta đã biết, nếu tập đoàn Nvdia mà bị áp lệnh cấm này thì họ sẽ chịu thiệt hại rất, rất là lớn. Thị trường Trung Quốc, theo cái báo cáo tài chính thường niên mới nhất của công ty này, được Reuters dẫn lại, chiếm đến 17 tỷ đô la doanh thu cho Nvdia trong năm tài chính kết thúc vào ngày 26/1/2025, chiếm 13% tổng doanh số. Cái lệnh cấm bán chip H20 cho Trung Quốc đã khiến thị phần của Nvdia ở Trung Quốc bị giảm đi một nửa, và quan trọng hơn nó ngăn trở ưu thế dẫn đầu toàn cầu về công nghệ của Nvdia. Đó là lập luận của ông Hoàng Nhân Huân nói với CNBC. Rõ ràng quyết định này của chính quyền Trump mặc dù được xem là cái một công cụ để mà giúp Mỹ kiểm soát lại đất hiếm từ Trung Quốc, nhưng cái người thắng lợi lớn nhất sau hậu trường chính là Nnvida và ông Hoàng Nhân Huân. » Trang mạng thân Bắc Kinh Asia Times dẫn lời một chuyên gia ở Quảng Đông, nhận định : « Sức mạnh tính toán FP16 của H20 chỉ bằng 15% so với H100, trong khi băng thông NVLink bị giảm từ 900GB/giây xuống còn 400GB/giây. Bộ chuyển đổi (TE) của chip đã bị loại bỏ hoàn toàn », « thiết kế như vậy đảm bảo giảm khả năng suy luận (inference ability) của AI  và khả năng đào tạo AI giảm, thực hiện hoàn hảo chiến lược của Hoa Kỳ là ngăn chặn các chip cao cấp, nhưng không chặn các chip tầm trung, đối với Trung Quốc » và « bằng cách hạn chế hiệu năng cốt lõi của H20, Mỹ có thể duy trì sức mạnh phong tỏa chip tân tiến khi trao cho các công ty Trung Quốc một ly ‘‘rượu độc'' ». Ngược lại, theo trang mạng Pháp ngữ Le MagIT, của công ty thông tin về công nghệ số Informa TechTarget, có trụ sở tại Massachusetts, Mỹ, tập đoàn Nvidia của ông Hoàng Nhân Huân, khi thiết kế H20, đã để ngỏ nhiều lợi thế cho các doanh nghiệp AI Trung Quốc, ví dụ như « với giá rẻ hơn từ 3 cho đến 4 lần so với H100 », việc phối hợp nhiều GPU H20 cho phép có được một số tính năng tương tự như H100. Với chip H20, doanh nghiệp Trung Quốc cũng có thể dễ dàng có được nguồn cung, hơn hẳn các doanh nghiệp phương Tây thường trong tình trạng thiếu hàng. Tập đoàn Nvidia thời đối đầu địa-chính trị Mỹ-Trung: « Cầu nối » hay « người chơi hai mặt » ? Nvidia trong thời gian gần đây nổi lên trên thế giới như tập đoàn đứng đầu thế giới về thu hút vốn đầu tư trên thị trường, qua mặt tập đoàn Appel hồi cuối năm ngoái, và trở thành công ty đầu tiên trên thế giới trị giá hơn 4.000 tỉ đô la. Ngay từ đầu năm nay, chủ nhân Nvidia thể hiện rõ quan điểm cực lực chống lại các biện pháp siết chặt xuất khẩu chip sang Trung Quốc của chính quyền tiền nhiệm Mỹ, với quy định « AI diffusion rule », ban hành ngày 13/01/2025, ít ngày trước khi Biden mãn nhiệm (bài « Hoàng Nhân Huân tại Trung Quốc: hoạt động ngoại giao phối hợp của Nvidia giữa Bắc Kinh và Washington », trang mạng Pháp ngữ Le Grand Continent, 17/07/2025), đã bị chính quyền Trump hủy bỏ sau đó. Ngay sau khi Washington bật đèn xanh trở lại cho chip H20, ông Hoàng Nhân Huân bay sang tham dự Triển lãm về chuỗi cung ứng quốc tế của Trung Quốc/ China International Supply Chain Expo (CISCE) lần thứ ba, tại Bắc Kinh. Tại đây, lãnh đạo Nvidia, với bộ trang phục truyền thống Trung Hoa, đã được chào đón như một ngôi sao. Tại cuộc triển lãm này, chủ nhân Nvidia đã nồng nhiệt ca ngợi sự phát triển của lĩnh vực Trí tuệ nhân tạo tại Trung Quốc.   Phe cầm quyền của tổng thống Trump có nhiều động thái giảm nhẹ chính sách « derisking » (giảm thiểu rủi ro), ngăn chặn công nghệ bán dẫn tân tiến xuất sang Trung Quốc của chính quyền tiền nhiệm. Nhà báo Lê Ngọc dẫn lại ý kiến của giáo sư Khương Hữu Lộc, đại diện cho luồng quan điểm cho rằng « chính quyền Trump vẫn nên giữ lại những hạn chế xuất khẩu, những công nghệ trọng yếu cho Trung Quốc, nhất là những công nghệ chế tạo chip mà chính quyền Biden trước đây đã siết rất chặt, để bảo đảm Mỹ duy trì ưu thế nhiều nhất có thể trước các đối thủ Trung Quốc ». Chúng ta hãy chờ xem trong thỏa thuận tổng thể sắp tới, Trung Quốc sẽ mở cửa thị trường cho Mỹ đến đâu và Mỹ sẽ nới lỏng đến đâu việc xuất khẩu những công nghệ nhạy cảm sang Trung Quốc.

PWTCAST
Music Box Vol.100: Three 6 Mafia, System Of A Down, Atmosphere, ODB, H20, and more!

PWTCAST

Play Episode Listen Later Jul 23, 2025 54:36


Scrump and Drew talk about; Shawn Mendes, Camila Cabello, Khalid, Frank Turner, H20, ODB, System Of A Down, Three 6 Mafia, Atmosphere, and more! Senorita-Shawn Mendes ft Camila Cabello Talk-Khalid Try This at Home-Frank Turner Got Your Money-Ol' Dirty Bastard ft Kelis Here Today, Gone Tomorrow-H20 Sugar-System Of A Down Who Run It-Three 6 Mafia The Best Day-Atmosphere   Patreon Merchandise   Social Media: Twitter Instagram 

La ContraCrónica
Nvidia se sale con la suya

La ContraCrónica

Play Episode Listen Later Jul 22, 2025 47:30


La semana pasada Nvidia anunció la reanudación de las ventas de su tarjeta de inteligencia artificial H20 a China tras obtener la autorización del Gobierno estadounidense. Este chip, diseñado específicamente para el mercado chino porque cumplía con las restricciones de exportación que había impuesto Joe Biden, es fundamental para tareas de inferencia de inteligencia artificial, aunque más barato y menos potente que otros como el H100. La decisión llega después de que el Gobierno de Trump bloqueara las exportaciones del H20 en abril como parte de su ofensiva arancelaria. Pero, tras presiones del CEO de Nvidia, Jensen Huang, se ha levantado la prohibición. Los analistas creen que esto forma parte de una tregua comercial no declarada entre EEUU y China, que incluye permitir la venta de semiconductores avanzados a China a cambio de exportaciones de tierras raras, esenciales para el sector tecnológico. Esta medida tiene implicaciones importantes. Para China, el acceso al H20 fortalece su industria de IA, especialmente en inferencia, que ahora requiere más potencia de cálculo que el entrenamiento de modelos. Para EEUU, permitir estas ventas podría debilitar su capacidad de imponer controles de exportación en el futuro, al demostrar que las medidas de seguridad nacional, antes innegociables, ahora están sujetas a acuerdos comerciales. Esto podría limitar su capacidad de negociación a futuro. El H20, aunque inferior al H100 en entrenamiento, es un 20% más rápido en inferencia, lo que lo hace especialmente valioso para modelos como el O3 de OpenAI o el R1 de DeepSeek. Se estima que las ventas del H20 a China generarán entre 10.000 y 15.000 millones de dólares para Nvidia este año, impulsando al mismo tiempo las capacidades chinas. La decisión de levantar la prohibición responde a la postura de asesores como David Sacks y el secretario de Comercio, Howard Lutnick, quienes son de la opinión de que mantener a China dependiente de la tecnología estadounidense es mejor que mantenerla aparte. Pero esto podría ser una ganancia a corto plazo, ya que China lleva años trabajando para reducir su dependencia de semiconductores extranjeros. Priorizan los desarrollos nacionales siempre que les es posible incluso a costa de un menor rendimiento. La disposición de Trump a negociar temas tecnológicos, como este de la H20 y ciertos programas de diseño de chips, nos habla de que puestos a elegir entre un buen acuerdo comercial y eliminar restricciones se queda con lo primero. Algo que no debería extrañarnos ya que en su primer mandato se mostró favorable a relajar todo tipo de sanciones a cambio de beneficios comerciales. Esto, como es obvio, plantea algunos riesgos. Puede facilitar acuerdos a corto plazo muy rentables, pero también lleva a sacrificar ventajas a más largo. La rápida retirada de restricciones arancelarias tras las amenazas chinas de limitar las exportaciones de tierras raras revela hasta que punto la economía estadounidense es dependiente de ellas. Los controles de exportación han dado a EEUU cierta ventaja en la carrera de la inteligencia artificial, lo que no sabemos es cuánto tiempo podrá mantenerla. En La ContraRéplica: 0:00 Introducción 3:39 Nvidia se sale con la suya 27:59 Luxemburgo para non-doms 35:04 IA en la administración 41:38 ¿Por qué utilizamos menos la web? - https://youtu.be/4-n2oaPlQWU · Canal de Telegram: https://t.me/lacontracronica · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #nvidia #ia Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

The Business Times Podcasts
S2E35: Global Politics, Security Alerts, and Market Pressures

The Business Times Podcasts

Play Episode Listen Later Jul 21, 2025 3:12


Headline news for July 21, 2025: Japan's Sanseito party gains, South Korea's improved relations with North Korea, US concerns over Nvidia's H20 chip sales to China, Microsoft's alert on server software attacks, and the Singapore dollar's challenges due to US trade threats. Synopsis: A round up of global headlines to start your day by The Business Times. Written by: Howie Lim / Claressa Monteiro (claremb@sph.com.sg) Produced and edited by: Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media --- Follow Lens On Daily and rate us on: Channel: bt.sg/btlenson Amazon: bt.sg/lensam Apple Podcasts: bt.sg/lensap Spotify: bt.sg/lenssp YouTube Music: bt.sg/lensyt Website: bt.sg/lenson Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Mark To Market at: bt.sg/btmark2mkt WealthBT at: bt.sg/btpropertybt PropertyBT at: bt.sg/btmktfocus BT Money Hacks at: bt.sg/btmoneyhacks BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/podcasts BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

TechCheck
Impact of Nvidia's return to China 7/18/25

TechCheck

Play Episode Listen Later Jul 18, 2025 5:35


Impact of Nvidia's return to China Description: Shares of chip giant Nvidia up this week after the company announced it expects the U.S. government to greenlight the export of its H20 chips to China. We dig into what that could mean for China's AI ambitions. 

財訊 《Wealth》
黃仁勳對比馬斯克 細膩與粗暴的差別!美國解禁H20 輝達市值衝破4兆! |#老謝開講 #謝金河 #財訊 EP232

財訊 《Wealth》

Play Episode Listen Later Jul 18, 2025 13:39


TOYOTA 轟動全台 震撼獻禮!本月入主指定車款,就送Sony天空聲道劇院,再享最高80萬0利率、最高3萬舊換新圓夢金、2萬配件金及5年14萬公里延長保固,總價值最高超過16萬元!了解更多: https://fstry.pse.is/7tyqcu —— 以上為 KKBOX 與 Firstory Podcast 廣告 —— #老謝開講​​ #謝金河 #財訊 #nvidia #黃仁勳 輝達市值突破4兆美元稱霸全球,H20晶片獲准銷往中國,成為其市場最大的助力。然而,同樣高度重視中國市場的特斯拉,命運卻截然不同。 本集《老謝開講》將深入剖析,黃仁勳與馬斯克這兩位商業領袖,在面對市場與政策挑戰時,究竟採取了哪些截然不同的策略?導致大相逕庭的結果。 邀請您成為《財訊》頻道的會員,並獲得專屬福利! https://open.firstory.me/user/wealth1974/platforms 留言告訴我你對這一集的想法: https://open.firstory.me/user/ckijrbz8nehm50847mulgl7v6/comments 《各節重點》 * 輝達H20晶片獲准銷往中國 * 全球企業市值洗牌,輝達超越蘋果 * 黃仁勳面對地緣政治的商業理念 * 川普與馬斯克翻臉對特斯拉的影響 製作|財訊雙週刊 企劃|財訊雙週刊 攝影|吳尚哲 吳匡庭 剪輯|蔡克承 後製|吳雨軒 錄影日期|2025.7.16 Powered by Firstory Hosting

雪球·财经有深度
2926.H20解禁,中美AI闭环竞赛开启

雪球·财经有深度

Play Episode Listen Later Jul 18, 2025 13:31


欢迎收听雪球出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫H20解禁,中美AI闭环竞赛开启,来自王智远同学。H20曾被“封杀”,如今又突然“解封”,为什么突然回来了?它的回归,到底意味着什么?1、H20芯片性能并不弱,在被美国政府封杀之前,它是中国各大AI公司训练大模型的核心动力,你可以把它理解为AI时代的“发动机”。当时美国突然宣布:这东西不能卖给中国了。”这其实是在传递一个信号:我们要在AI领域开始“卡脖子”了。现在,美国又松了一口气,说可以卖了。但不是简单的恢复供货,更像是一个风向标,标志着中美科技博弈进入了一个新阶段。什么阶段?一句话总结:美国把中国逼急眼了。黄仁勋平时总笑眯眯,但他这一年过得并不轻松。数据显示,2024年H20芯片为英伟达带来了120亿到150亿美元的收入,占其中国区营收的85%左右。根据市场数据,2024年字节跳动和腾讯分别采购了23万枚Hopper系列芯片。禁售之后,英伟达第一季度就损失了约 25 亿美元销售额;业绩会上,他们计算过库存、准备金,以及采购承诺方面的成本,算下来,两个季度加在一起,预估会亏损135亿美金。所以,他三度来中国,见了不少人,包括与特朗普的私下会面,目的都很明确:希望美国政府给个台阶下,让H20重回中国市场。再看看另一边,中国也没闲着。华为昇腾、寒武纪等国产芯片厂商趁机加速追赶,过去一年里,国产芯片的生态支持和性能提升都取得了不小进展。有业内人士表示:以前我们是‘非英伟达不可',现在是有没有英伟达都行。这就像一场赛跑,原本领先的人突然停下来系鞋带,后面的人趁机追上来了。美国以为,不让中国买最先进的芯片就能拖住中国AI的发展,实际上,情况比想象中复杂得多。中国的AI市场并没有因为H20的禁售而停滞,反而倒逼国产替代提速;英伟达损失惨重,不仅影响营收,还可能在未来失去全球最大AI市场的主导权。所以,美国的态度发生了明显转变,不是全放,也不是全封,这种从全面封锁到有限放水的策略,更像是一种新的平衡尝试。很多人以为H20回来,一切就会回到从前。事实是,这一圈下来,中美双方都在调整自己的节奏,因为这颗芯片表面上是硬件产品,实际上却牵动了整个产业链、政策制定和国际关系等多个层面。2、那H20芯片解禁,能否意味着中美关系缓和?科技战降温了?我认为,这是一次战术性妥协。什么意思呢?美国不想彻底放弃中国市场,也不想让英伟达这些企业伤得太重;中国也不急于全面脱钩,边走边看,在保持开放的同时,加快自主研发。这就像两个人打架,中间暂停一下,喝口水,擦擦汗,看看对方接下来要出什么招。因为美国在封禁H20后意识到,如果把中国企业逼得太狠,会逼出一个独立于美国之外的AI生态。一旦中国真的建立起自己的AI技术体系,不仅英伟达会丢掉市场,整个美国的技术话语权都可能被动摇。再加上,中国AI大模型这几年开源动作频繁,已经吸引全球不少开发者和企业的注意,这让美国的部分AI公司感到无奈,他们自己没跑出来,而中国某些方面已经遥遥领先。所以,他们不得不调整策略,稳住更大的局面。中国被美国这一“将军”,反而让中国企业更加清醒地意识到:靠别人终究不如靠自己。现在很多互联网公司都在布局自己的芯片板块:小米有玄戒O1,百度有昆仑系列,阿里有平头哥、含光800、玄铁910等。这些布局表明,大厂们开始尝试在底层技术上“自立门户”。以前一听说H20要来了,各大厂商都想法传达出去:我们首批采购、我们独家合作等信息。但这次,H20并没有引发像之前那样的抢购潮,因为很多企业已经在用国产芯片做训练和推理任务了,他们有了更多选择。所以,这是中美在科技战中的一次阶段性缓冲。美国希望通过“芯片”维持存在感,防止中国彻底转向国产生态;而中国也清楚,这段时间是宝贵的“窗口期”,必须加快自主研发,为未来可能出现的更大冲突做好准备。这更像双方都喘口气,重新站位,准备下一回合。问题是,中国能不能在这一轮“短暂喘息”中,把短期红利变成长期优势?3、我认为,短期红利会让供应链和项目加速。过去几个月,因为禁令,很多公司只能找替代方案,或者拼命囤货,结果成本一下就上去了。比如,多方信息披露,2025 年一季度,腾讯向字节跳动购买了价值约 20 亿元的 GPU 算力资源,主要包含英伟达 H20 卡和服务器。现在不一样了。依赖英伟达的企业迎来了好消息,供应链正在恢复。老黄为了出货,采购成本肯定也会降下来;很多AI项目,尤其是需要高性能计算的大模型训练和推理任务,之前都拖着没法推进,现在可以加速落地了。今天看到一条关于深圳华强北电子市场的新闻:一台装了八颗H20芯片的服务器,价格从年初的100万元涨到了140万元。像DeepSeek-R1这种低功耗的AI应用,也因为算力不足压力山大。现在这些问题都能解决了。写到这里,我在想:梁文峰会不会因为H20的放开,加快DeepSeek R2的研发节奏?再看看长期挑战,我觉得:国产替代势在必行。这次禁令给中国企业上了一课——核心技术,必须掌握在自己手里。华为昇腾910B就是一个很好的例子。它的性能接近H20,在能耗上甚至更有优势。最关键的是,它是自主研发的,能减少对国外供应链的依赖。中国政府也在帮忙。国家发改委已经建议,企业在新建或扩建数据中心时,要严格监管AI芯片采购,优先使用国产芯片。国家集成电路产业基金也在加大力度,支持国产芯片研发。除了硬件,软件方面也在发力,华为的MindSpore、百度的PaddlePaddle这些国产框架,正在逐步完善,给开发者更多选择。不过,企业心态可能会出现短期分化。市面上仍有不少企业偏爱英伟达的产品,因为它们口碑好、兼容性强,尤其在金融、医疗这些领域更是主流。H20回归后,一些企业可能继续用它,这会挤压部分国产芯片的空间。所以,在这一轮“短暂喘息”中,大家都会在短期红利和长期战略之间寻找平衡,至于怎么把握这个平衡,每个企业心里,自然有一把秤。4、这个秤也给老黄一个警钟,它面对的,已经不是三年前那个“非英伟达不可”的中国市场了。那怎么办?我观察认为,英伟达接下来可能会从三个方向发力:我们不得不承认,H20阉割版在AI训练和推理上的表现依然很强。虽然性能受限,但它依然是一个“够用又不越界”的中间选择。因此,英伟达肯定会继续强调自己在高性能计算、易用性和生态兼容性上的优势,尤其是对需要稳定输出、快速落地的企业客户。比如:字节、腾讯、阿里这些大厂,在做模型训练时,仍倾向于使用成熟的工具链,而不是临时切换到新生态。然后,它可能会绑定头部企业,深化合作。光靠卖芯片已经不够了,黄仁勋去小米背后其实透露了一个信号:英伟达正在尝试与中国头部AI公司建立更深的合作关系。未来会不会与百度、阿里云、科大讯飞等公司在算法层、模型层进行联合优化?就像当年微软绑英特尔一样,不只是硬件买卖,而是要一起打造一套完整的“技术话语权体系”。这还需要进一步观察。另外,英伟达手里有全球超过400万开发者依赖的CUDA平台,中国AI框架90%以上基于CUDA开发,形成了难以复制的软件壁垒。最近有消息说,英伟达正与国内几家大型AI平台讨论共建基于CUDA的本地化AI训练方案;如果成功,不仅能保住一部分高端市场,还能在中国AI生态中继续保持存在感。我觉得,这次H20解禁之后,英伟达官方口径也会发生微妙变化。它肯定不会强调“我们是全球第一了”,而会说“我们愿意配合监管,为中国客户提供合规的产品和服务”。这可能意味着,从“我给你什么你就用什么”变成“你需要什么我就提供什么”,这种姿态为了让中国政府看到:我们可以共存,不会成为安全风险。那么问题来了:英伟达还能不能守住它的全球地位吗?毕竟全球AI生态还是围绕CUDA构建,很多核心技术和应用都离不开英伟达的底层架构,但长期来看,真正的挑战才刚刚开始。一旦中国建立起自己的芯片+软件生态,再加上国家的支持,很可能就会走出一条“去英伟达化”的路,而这,不仅是英伟达的问题,是整个美国半导体产业面临的危机。所以中美科技博弈的下一阶段,会不会出现两个平行的AI世界?以前,我会觉得是一个设想,不太现实,现在看来,也许我们真的需要换一个角度来理解这场竞争。美国对高端芯片出口的限制,看似一种“冷战式”的技术封锁,实际上反而给中国留出了时间窗口,去构建自己的训练体系和生态闭环。这种“可控脱钩”,某种程度上变成了中国技术自主发展的催化剂。你可以想象成:过去中美两条并行的河流,流向一致,但如今突然被一座大坝隔开,虽然还有一些支流交汇,但主干道已经各自奔向不同的方向。过去几十年,全球AI的发展基本围绕几个核心要素展开:英伟达GPU、CUDA平台、OpenAI、Meta等主导的大模型但现在,中国也正在构建属于自己的AI底层架构。中美之间不再是完全统一的一套技术世界,而是开始呈现出“双轨运行”的迹象。最关键的是,中国这边正在加速补足短板。所以,我有个判断:未来谁能率先跑通自己的“技术闭环”,谁就有可能定义下一个AI时代。什么是闭环?简单讲:芯片— 框架— 工具链 — 大模型 — 应用场景;这个链条能不能自洽、可持续、可迭代?目前来看:英伟达 + CUDA + OpenAI + AWS,是一套成熟的闭环;中国这边,华为昇腾 + MindSpore + Qwen + 盘古 + 通义万相,也形成自己的闭环。一旦这套体系真正跑通,中国AI发展将不再依赖美国的技术底座,这是真正的“去英伟达化”和“去西方主导化”的开始。世界正在变,技术没有回头路。靠得住的,从来都不是别人,而是自己。

World Business Report
Dozens die in Iraq shopping centre fire

World Business Report

Play Episode Listen Later Jul 17, 2025 26:51


A fire at a newly opened shopping centre in Iraq has killed dozens of people. The blaze in the eastern city of Kut broke out at the Hyper Mall and rapidly engulfed its walls. After a year of prolonged negotiations marked by dramatic twists and turns, the Canadian retailer Alimentation Couche-Tard said it was abandoning its multibillion-dollar bid to acquire the owner of 7-Eleven convenience stores. Plus, we look at the CEO of Nvidia, Jensen Huang's visit to China amidst the resumption of selling H20 chip to China.

M觀點 | 科技X商業X投資
EP217. 輝達 H20 禁令解除、Grok 陪聊出大招、Meta 要學 xAI、Robotaxi 擴張中 | M觀點

M觀點 | 科技X商業X投資

Play Episode Listen Later Jul 17, 2025 81:03


【M觀點 x sNug給足呵護-科技健康襪】 台灣首家榮獲德國iF的除臭襪品牌 M大愛用推薦台灣科技健康襪與眾多商品組合 57 折起 專屬網址連結: https://snug.tw/WDOEG ★全館800免運 ★滿$1000送品牌環保袋 ★滿$2,288加碼送限量金獎襪(數量有限,送完為止) --- 【大人的加減法】Apple Podcast: http://bit.ly/46ADw1u 【大人的加減法】Spotify: http://bit.ly/44rWdDe --- EP217. 輝達 H20 禁令解除、Grok 陪聊出大招、Meta 要學 xAI、Robotaxi 擴張中 | M觀點 --- M觀點資訊 --- 科技巨頭解碼: https://bit.ly/2XupBZa M觀點 Telegram - https://t.me/miulaviewpoint M觀點 IG - https://www.instagram.com/miulaviewpoint/ M觀點Podcast - https://bit.ly/34fV7so M報: https://bit.ly/345gBbA M觀點YouTube頻道訂閱 https://bit.ly/2nxHnp9 M觀點粉絲團 https://www.facebook.com/miulaperspective/ 任何合作邀約請洽 miula@outlook.com -- Hosting provided by SoundOn

Sharp China with Bill Bishop
(Preview) Nvidia Can Sell H20 Chips to China Again; Trump Softening on China?; A Flurry of Xi Activity; Yang Hansen at NBA Summer League

Sharp China with Bill Bishop

Play Episode Listen Later Jul 17, 2025 10:13


On today's show Andrew and Bill begin with reports that Nvidia will soon be allowed to again sell its H20 chips in China. Topics include: A win-win deal for Nvidia and the PRC, whether this is the beginning of more rollbacks of existing chip controls as the PRC exerts leverage with rare earth export controls, and Jensen Huang emerging as a bridge between US and PRC leaders. From there: Reports that Trump may be softening his approach to US-China issues, Xi Jinping's busy schedule of public appearances, and checking in on the real estate sector as stimulus hopes are deferred in the wake of this week's readout from the Central Urban Work Conference. At the end: A question on BRICS and the SCO, signs to look for if there is a leadership change in Beijing, and notes from Las Vegas after Yang Hansen becomes one of the biggest stories of NBA Summer League.

China Daily Podcast
英语新闻丨英伟达总裁盛赞中国的科技智慧

China Daily Podcast

Play Episode Listen Later Jul 17, 2025 4:20


Nvidia founder and CEO Jensen Huang expressed resounding confidence in China's technological development during a wide-ranging interview with China Daily in Beijing on Wednesday, highlighting the nation's distinctive advantages in artificial intelligence, advanced manufacturing and electric vehicle innovation. 周三,英伟达创始人兼首席执行官黄仁勋在北京接受《中国日报》的广泛采访时,对中国的科技发展表达了坚定信心,强调了中国在人工智能、高端制造和电动汽车创新领域的独特优势。Huang emphasized China's "unique strengths" driving technological advancement — world-class AI capabilities demonstrated by breakthroughs like DeepSeek's open-source reasoning model; exceptional expertise in mechatronics and electromechanical systems; and a massive manufacturing ecosystem enabling rapid robotics deployment. 黄仁勋强调,中国拥有推动技术进步的 “独特优势”:深度求索(DeepSeek)的开源推理模型等突破展现出世界级的人工智能能力;在机电一体化和机电系统方面拥有卓越专长;以及庞大的制造生态系统,能够实现机器人的快速部署。 These conditions are uniquely concentrated in China, making me incredibly optimistic about its robotics development trajectory. Nvidia has been coming to China for 30 years and China is the second-largest technology market in the world and it is also growing very quickly. So this is a very important market there's a lot of very dynamic and innovative customers. In China, we have very challenging, dynamic and very innovative customers and we want to be able to serve them and I will continue to do that," Huang said. 黄仁勋表示:“这些条件在中国独特地集中在一起,让我对中国机器人产业的发展轨迹感到无比乐观。英伟达进入中国已有 30 年,中国是全球第二大科技市场,且增长非常迅速。因此,这是一个极为重要的市场,有许多充满活力和创新精神的客户。在中国,我们面对的是极具挑战性、充满活力且极具创新力的客户,我们希望能够为他们提供服务,并将继续这样做。” The comments came as the senior executive paid his third visit to China this year, highlighting the importance of the Chinese market to Nvidia, which has become the first company in the world with a market cap of $4 trillion. Huang also attended the opening ceremony of the third China International Supply Chain Expo on Wednesday. 这番言论发表之际,这位高管正进行今年第三次中国之行,凸显了中国市场对英伟达的重要性 —— 英伟达已成为全球首家市值达 4 万亿美元的公司。黄仁勋周三还出席了第三届中国国际供应链博览会的开幕式。 "The electric vehicles in China are probably, in the last five years, the most surprising to the world in terms of the advancement. On purely technical styling, you know, objective basis, the cars are absolutely great," Huang said. 黄仁勋说:“过去五年,中国的电动汽车在技术进步方面可能是最令世界惊讶的。纯粹从技术设计来看,客观地说,这些汽车非常出色。” In a candid remark referencing the unavailability of Chinese EVs such as Xiaomi's cars in the US market, Huang said "That's our misfortune, not yours." 在谈及小米等中国电动汽车无法进入美国市场时,黄仁勋直言:“这是我们的不幸,而非你们的。” When addressing competition with Huawei in AI chips, Huang recognized the Shenzhen, Guangdong province-based firm as "a formidable technology company" with deep excellence in semiconductors and networking infrastructure. 在谈及与华为在人工智能芯片领域的竞争时,黄仁勋认可这家总部位于广东深圳的公司是 “一家令人敬畏的科技企业”,在半导体和网络基础设施方面拥有深厚的卓越实力。 Analyzing China's broader AI landscape, Huang outlined a three-tier ecosystem driving progress — foundational infrastructure including chips and systems; rapidly evolving AI models such as Alibaba's Qwen and Moonshot's Kimi; and hyper-competitive application development. 在分析中国整体人工智能格局时,黄仁勋概述了推动发展的三层生态系统:包括芯片和系统在内的基础架构;快速发展的人工智能模型(如阿里巴巴的通义千问和 moonshot AI 的 kimi);以及竞争激烈的应用开发。 On Tuesday, Nvidia said it will resume sales of H20 chips to China, and it also announced a new, fully compliant GPU, or graphics processing unit, for the Chinese market. 周二,英伟达表示将恢复向中国销售 H20 芯片,并宣布为中国市场推出一款全新的、完全合规的图形处理器(GPU)。 Nvidia is filing applications to sell the H20 GPU to China again as the US government has assured the company that licenses will be granted, and that Nvidia hopes to start deliveries soon. 英伟达正提交向中国再次销售 H20 GPU 的申请,美国政府已向该公司保证会授予许可,英伟达希望能尽快开始供货。 Xiang Ligang, director-general of the Zhongguancun Modern Information Consumer Application Industry Technology Alliance, a telecom industry association, said the resumption of H20 chip sales was good news for both Nvidia and Chinese companies that seek to purchase such products. 电信行业协会 —— 中关村现代信息消费应用产业技术联盟理事长项立刚表示,恢复 H20 芯片销售对英伟达和有意购买此类产品的中国企业来说都是好消息。 "This is a win-win result," Xiang said, adding that China is the world's largest semiconductor market that companies ignore at their peril. 项立刚称:“这是一个双赢的结果。” 他还表示,中国是全球最大的半导体市场,企业忽视这一市场将自担风险。 The Chinese mainland consumes more than half of the world's semiconductors, which are then assembled into tech products and reexported or sold in the domestic market, said research firm Daxue Consulting. 调研公司大同学术咨询表示,中国内地消耗了全球一半以上的半导体,这些半导体经组装成科技产品后,或再出口,或在国内市场销售。 savvy /ˈsævi/ 智慧,见识 resounding /rɪˈzaʊndɪŋ/ 坚定的,强烈的 formidable /ˈfɔːmɪdəbl/ 令人敬畏的,难对付的 compliant /kəmˈplaɪənt/ 合规的,符合规定的

维明说投资
A股处于结构巨变的摩擦阶段

维明说投资

Play Episode Listen Later Jul 16, 2025 10:03


本期播客聚焦英伟达黄仁勋在中国的活跃表现,以及H200芯片解禁对中国AI行业的影响。分析中美稀土协议与贸易谈判中的复杂关系,探讨英伟达如何在中国市场获利的同时,面临国产芯片崛起的挑战。此外,节目还讨论了当前A股市场的结构变化,强调新兴产业的潜力与传统行业的挑战。听众将了解到AI领域的未来走向及市场动态。00:02:02:H二零的挑战:中国人工智能行业的需求与替代之路00:04:06:中美贸易谈判进展艰难,H二零交易量级不足以扭转芯片行业趋势00:06:11:H20收购案的量级不足以改变中国芯片行业的发展方向及人工智能行业的未来。00:08:11:A股长期结构调整中的典型缩影:大盘权重股的变化与趋势

China Daily Podcast
英语新闻丨Nvidia将在中国恢复H20芯片销售,推出新的兼容GPU

China Daily Podcast

Play Episode Listen Later Jul 16, 2025 1:26


US semiconductor giant Nvidia announced Tuesday that it will resume sales of its H20 chips to China and has unveiled a new, fully compliant graphics processing unit (GPU) designed for the Chinese market.美国半导体巨头英伟达周二宣布,将恢复向中国销售其H20芯片,并推出了一款专为中国市场设计的全新、完全兼容的图形处理单元(GPU)。The news follows a series of visits this month by Nvidia founder and CEO Jensen Huang to both Washington and Beijing, where he highlighted the transformative potential of artificial intelligence for businesses and society worldwide.此前,英伟达创始人兼首席执行官黄仁勋本月对华盛顿和北京进行了一系列访问,强调了人工智能对全球企业和社会的变革潜力。In Beijing, Huang met with government and industry officials to discuss how AI can boost productivity and expand opportunities. He is also scheduled to attend the opening ceremony of the China International Supply Chain Expo on Wednesday.在北京,黄会见了政府和行业官员,讨论了人工智能如何提高生产力和扩大机会。他还将出席周三举行的中国国际供应链博览会开幕式。Huang said Nvidia is in the process of filing applications to resume sales of the H20 GPU in China. The US government has assured the company that licenses will be granted, and Nvidia hopes to begin deliveries soon.黄表示,英伟达正在申请恢复H20 GPU在中国的销售。美国政府已向该公司保证将授予许可证,英伟达希望很快开始交付。Huang also announced the new NVIDIA RTX PRO GPU, describing it as "ideal for digital twin AI applications in smart factories and logistics."黄还宣布了新的NVIDIA RTX PRO GPU,称其为“智能工厂和物流中数字孪生AI应用的理想选择”compliant graphicsn.兼容图形/kəmˈplaɪənt ˈɡræfɪks/logisticsn.物流;后勤/ləˈdʒɪstɪks/

Mint Business News
NATO 100% Warning to India & China | Nvidia's China Move | Tesla Finally Rolls Into India

Mint Business News

Play Episode Listen Later Jul 16, 2025 8:22


Welcome to Top of the Morning by Mint.. I'm Nelson John and here are today's top stories. 1. NATO's 100% Sanctions Warning to India, China & Brazil NATO Secretary General Mark Rutte, with backing from U.S. President Donald Trump, issued a stark ultimatum: any country still trading oil and gas with Russia will face “100% secondary sanctions.” Targeting China, India, and Brazil directly, Rutte urged their leaders to pressure Putin into serious peace talks within 50 days—echoing Trump's threat of “biting” trade penalties if no progress is made. For India, which has ramped up imports of discounted Russian oil since the Ukraine war began, the message signals growing Western impatience and raises the economic cost of neutrality. 2. Vedanta Faces Fire from Short Seller Viceroy Viceroy Research has reignited scrutiny on Vedanta Ltd, accusing its promoters of secretly holding a 1.91% stake via a trust-controlled entity, PTC Cables Pvt Ltd. The report claims this vehicle was used to funnel ₹1,500 crore in dividends to promoter-linked entities. Vedanta dismissed the allegations as “baseless,” stating full regulatory compliance. Yet public records show links to the Agarwal family and longtime associates. While JP Morgan backed Vedanta with an Overweight rating, the shadow of opaque trust structures and governance concerns continues to hover. 3. Tesla Finally Enters India—With a Luxury SUV, Not Scale Tesla has launched its long-awaited India operations with a flagship showroom in Mumbai's BKC and the Model Y SUV priced between ₹61–68 lakh. While not aimed at mass adoption, Tesla's appeal lies in its battery range, tech branding, and cargo space. However, its full self-driving features remain off-limits due to legal and regulatory barriers. India recently eased EV import duties for companies promising local manufacturing within three years, but Elon Musk skipped a planned visit and hasn't committed to building in India yet. For now, Tesla rides on novelty rather than numbers. 4. Nvidia's China Chip Move Raises Eyebrows in Washington Nvidia is seeking U.S. approval to resume sales of its H20 AI chips to China—part of a broader deal involving rare earth shipments to U.S. firms. Commerce Secretary Howard Lutnick confirmed the chip sale is linked to this “magnet” trade agreement. While the H20 chips are legally exportable, they remain powerful due to Nvidia's software ecosystem. Lawmakers, however, are alarmed. Bipartisan critics argue the move undermines national security and could accelerate China's AI ambitions, especially for companies like DeepSeek. With China generating $17B in revenue for Nvidia last year, CEO Jensen Huang's balancing act could carry geopolitical consequences. 5. Trump Says US-India Trade Deal “Within Reach”—But Dairy Is a Dealbreaker Former President Donald Trump signaled progress on a long-pending trade pact with India, declaring, “We're going to have access into India.” He cited a finalized deal with Indonesia as precedent, where U.S. exports face zero tariffs. But talks with India remain stuck—particularly over dairy imports. India has drawn a firm line, refusing U.S. dairy unless it's certified free of animal byproducts, protecting its cultural norms and small farmers. With bilateral trade hovering around $200 billion and a $500 billion target by 2030, both nations are engaged in a complex tariff tug-of-war. Learn more about your ad choices. Visit megaphone.fm/adchoices

CNBC's
Nvidia's Record Setting Run… And Trump's Powell Pressure Ramps Up 7/15/25

CNBC's "Fast Money"

Play Episode Listen Later Jul 15, 2025 42:08


Nvidia gunning for a license to sell its H20 chips in China, and one asset manager's thoughts on what it means for the future of AI investments. Plus A hefty week of earnings, starting with big banks. And Trump's ongoing threats to fire Fed chair Powell. Why one Wall Street forecaster says doing so would feed inflation and hurt stocks. 

World Business Report
Nvidia to resume AI chip sales to China

World Business Report

Play Episode Listen Later Jul 15, 2025 26:29


The US chip giant Nvidia has announced that it will resume sales of its H20 chip to China. This follows a meeting between chief executive Jensen Huang and President Trump earlier this month. Kenya's government has scrapped electronic travel authorisation (ETA) requirements for most African and Caribbean nations in a bid to enhance regional integration and boost tourism. Also, how far do you have to go to get your grocery shop done? Probably not 10 hours, which was the trip residents of Burringurrah in Western Australia, 1,000 km north of Perth, had to do until recently. Will Bain hears from one of the people living in there.

NewsWare‘s Trade Talk
NewsWare's Trade Talk: Tuesday, July 15

NewsWare‘s Trade Talk

Play Episode Listen Later Jul 15, 2025 15:47


S&P Futures are positive this morning as market react to the latest trade developments. Nivida appears to have the green light to ship its H20 chip to China. President Trump indicates a wiliness to discuss tariff rates with the E.U. President Trump will be in Pennsylvania today and is expected announce a $70B investment in AI and Energy. Before the bell today is the June inflation data as the CPI data is due out. TTD gains on its inclusion to the S&P500. On the earnings front, JPM, BK & WFC are higher after earnings beats. Tomorrow morning, JNJ, BAC, MS & GS will be reporting.

TD Ameritrade Network
Why China was Hesitant About Synopsys/Ansys Deal Approval

TD Ameritrade Network

Play Episode Listen Later Jul 15, 2025 5:02


Kim Forrest discusses the Synopsys (SNPS) acquisition on Ansys (ANSS) for $35B, which was just approved by Chinese regulators. She notes that China was concerned about its continued access to their products, which “validates the value of what Synopsys does.” She also covers Nvidia (NVDA) looking to export H20 chips to China, which she calls “comforting” to both sides.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

VG Daily - By VectorGlobal
Resultados financieros, Nvidia en China y los datos de inflación

VG Daily - By VectorGlobal

Play Episode Listen Later Jul 15, 2025 20:14


En el episodio de hoy de VG Daily, Andre Dos Santos y Eugenio Garibay analizan el arranque de la temporada de resultados financieros, poniendo la lupa sobre los gigantes de la banca y la gestión de activos. Comentan cómo las entidades tradicionales y los gestores especializados exhiben estrategias diferenciadas: desde récords históricos en ingresos hasta innovaciones en eficiencia real, impulsadas por IA y programas de recompra de acciones. El episodio también explora los avances tecnológicos clave de la semana: Nvidia acapara titulares con la autorización de exportar sus H20 a China, acelerando la competencia global en inteligencia artificial, mientras Google apuesta fuerte en el suministro eléctrico, invirtiendo para asegurar capacidad energética que respalde sus crecientes centros de datos y la expansión de la IA.Finalmente, el análisis cierra con una lectura a los datos de inflación publicados minutos antes: cómo los aranceles y las nuevas presiones en energía y bienes de consumo están influenciando las previsiones de la Reserva Federal y reconfigurando las expectativas del mercado para el segundo semestre del año.

Bloomberg Daybreak: US Edition
Nvidia Hits All-Time High; Big Bank Earnings Preview

Bloomberg Daybreak: US Edition

Play Episode Listen Later Jul 15, 2025 22:32 Transcription Available


On today's podcast: 1) Nvidia surges to an all-time high on news it will resume Chip sales to China. US government officials told Nvidia they would green-light export licenses for the H20 artificial intelligence accelerator, according to the company. The move is seen as a "massive win" for Nvidia's Chief Executive Officer Jensen Huang, and is also viewed positively by Vey-Sern Ling, managing director at Union Bancaire Privee, who says it is "obviously positive" for Nvidia, the AI semiconductor supply chain, and China tech platforms.2) The European Union puts out new tariff targets if it can't reach a deal with the US. The European Union has finalized a list of countermeasures to target US goods worth €72 billion, including Boeing Co. aircraft, automobiles and bourbon. The list includes US machinery products, chemicals and plastics, medical devices, electrical equipment, wines and other agricultural goods, according to a document prepared by the European Commission. The EU trade chief Maros Sefcovic says the US tariff policy is "effectively prohibitive" to transatlantic trade, and the EU insists any settlement must be mutually beneficial to both sides.3) Big bank earnings begin with JPMorgan Chase, Wells Fargo, and Citi reporting. America’s biggest banks are heading into earnings season with tailwinds from trading and lending as they benefit from market volatility and steady borrowing costs. Investment banking may be a weak spot as sluggish closings offset a pickup in deal announcements, Bloomberg Intelligence said.See omnystudio.com/listener for privacy information.

Ransquawk Rundown, Daily Podcast
US Market Open: NVIDIA +5% pre-market as it resumes H20 shipments to China; US CPI and Fed speak ahead

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 15, 2025 4:44


EU draws up retaliatory tariffs for US goods in case a trade deal is not reached, including aircraft and booze, according to WSJ.European bourses are modestly firmer, US futures also gain with clear outperformance in the NQ boosted by NVIDIA.NVIDIA (+5% pre-market) to resume H20 sales to China and announces new, fully compliant GPU for China.USD a little lower into US CPI, Antipodeans top the G10 pile given the risk sentiment.USTs flat into CPI & Bowman, Bunds lead, OATs await Bayrou & Gilts await Bailey/Reeves.Crude lower but off worst levels on reports that Trump asked if Ukraine are able to hit Moscow with US weapons.Looking ahead, US & Canadian CPI, OPEC MOMR, Bundesbank Monthly Report, Speakers including Fed's Bowman, Barr, Barkin & Collins, BoE's Bailey & UK Chancellor Reeves. Earnings from JPMorgan, Blackrock, Wells Fargo, Citi.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

寰宇#關鍵字新聞 Global Hashtag News
【#仁勳抵北京】黃仁勳抵北京訪問.擬出席中供應鏈博覽會|寰宇#關鍵字新聞2025.07.15

寰宇#關鍵字新聞 Global Hashtag News

Play Episode Listen Later Jul 15, 2025 3:33


☀️今年夏天,普利司通全包了!普利司通攜手女神李多慧與NISEKO新雪口乳雪糕,共創開心夏季!七月動期間,更換指定輪胎還送NISEKO雪糕或旅遊休閒組✨李多慧還會親臨輪胎館❤️包冰涼活動詳情參考

Tech Update | BNR
Tweede Kamer wil copyright op gezicht en stem in strijd tegen deepfakes

Tech Update | BNR

Play Episode Listen Later Jul 15, 2025 6:14


Vier partijen in de Tweede Kamer willen onderzoeken welke mogelijkheden er zijn binnen het auteursrecht om copyright op gezichtskenmerken, het lichaam en de stem mogelijk te maken. Zo'n copyright moet meer juridische handvatten bieden bij het bestrijden van deepfakes, AI-gemanipuleerde kopiën van een persoon. In Denemarken wordt al gewerkt aan een vergelijkbare wet. Daar kwam het idee nadat de premier van het land zelf slachtoffer was van deepfakes. Het land wil techbedrijven die niets doen tegen deepfakes strenger kunnen aanpakken. Ook moet het gemakkelijker worden om juridische stappen te ondernemen tegen de maker van een deepfake-kopie van iemand. In de Tweede Kamer is een meerderheid die deepfakes strenger wil aanpakken, maar er zijn zorgen over de capaciteit bij handhavers zoals de autoriteit persoonsgegevens. Met huidige Europese en Nationale wetgeving zou het ook al mogelijk moeten zijn om deepfakes te bestrijden, maar hier is niet genoeg mankracht voor. Verder in deze Tech Update: NVIDIA mag H20-chip mogelijk toch weer gaan exporteren aan China Elon Musks AI-chatbot Grok komt met NSFW-companion-modus See omnystudio.com/listener for privacy information.

BizNews Radio
BN Briefing: RW Johnson on BEE, Trump - Russia's 50-day ultimatum, Ukraine arms, Nvidia, Bitcoin

BizNews Radio

Play Episode Listen Later Jul 15, 2025 21:12


In today's BizNews Briefing, US President Donald Trump has warned Russia of 100% secondary tariffs unless a Ukraine deal is reached within 50 days, while pledging advanced US weapons to Ukraine, with NATO footing the bill. Meanwhile, RW Johnson says Trump's push to exempt US firms from South Africa's BEE laws has exposed its economic flaws. Nvidia resumes H20 chip exports to China, and Bitcoin hits $122,000 as US lawmakers eye pro-crypto legislation. Neil de Beer urges South Africans to drive change from the streets.

Morgans Financial Limited
Morgans AM - Wednesday, 16 July 2025

Morgans Financial Limited

Play Episode Listen Later Jul 15, 2025 8:25


• US equity markets weaker as investors digested the latest inflation figures and a mixed bag of second quarter results from some major banks - Dow dropped -436-points or -0.98% to 44,023.29, with American Express Co (down -3.20%) and UnitedHealth Group Inc (-2.95%) both down ~3%. Nvidia Corp rallied +4.04% to a record closing high of US$170.70 and was the leading Dow component following news that the U.S. government plans to grant licenses for the chipmaker to sell its H20 graphics processing units in China.

Linea mercati
Caffè Affari (ristretto) | Testa inflazione Usa, Trump apre al dialogo sui dazi e le altre storie

Linea mercati

Play Episode Listen Later Jul 15, 2025 4:14


I dazi secondari di Trump per punire la Russia; Nvidia riprenderà export chip H20 alla Cina; Trump apre al dialogo con l'Ue sui dazi; Test inflazione Usa, al via la stagione degli utili; Risiko bancario, regna la confusione. Puntata a cura di Adolfo Valente - Class CNBC Learn more about your ad choices. Visit megaphone.fm/adchoices

Morgans AM
Wednesday, 16 July 2025: US Equity Markets Weaker as Investors Digested Inflation Figures

Morgans AM

Play Episode Listen Later Jul 15, 2025 8:26


US equity markets weaker as investors digested the latest inflation figures and a mixed bag of second quarter results from some major banks - Dow dropped -436-points or -0.98% to 44,023.29, with American Express Co (down -3.20%) and UnitedHealth Group Inc (-2.95%) both down ~3%. Nvidia Corp rallied +4.04% to a record closing high of US$170.70 and was the leading Dow component following news that the U.S. government plans to grant licenses for the chipmaker to sell its H20 graphics processing units in China.

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Market View: Trump warns Russia's trading partners of steep tariffs if Moscow fails to end war on Ukraine within 50 days; US Treasury Secretary Scott Bessent said to skip a G20 meeting in South Africa; China's economy grew 5.2% in April-June; Nvidia pla

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Jul 15, 2025 14:04


Singapore share inched higher today as investors mull a slew of economic indicators out of China. The Straits Times Index was up 0.14% at 4,114.90 points at 12.58pm Singapore time, with a value turnover of S$566.25M seen in the broader market. In terms of counters to watch, we have BRC Asia, after the prefabricated steel reinforcement company secured around S$570 million worth of contracts for the Changi Airport Terminal 5 project, where it will supply steel reinforcement for the substructure of the upcoming terminal. Elsewhere, from China’s economy expanding more than five per cent in the second quarter of the year, to how Nvidia said it plans to resume sales of its H20 artificial intelligence chip to China – more international and corporate headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities.See omnystudio.com/listener for privacy information.

Binge-Watchers Podcast

Welcome back to Summer Slash 7, your ultimate horror movie marathon from Binge-Watchers Podcast! This episode takes flight with a deep-dive review of BATS (1999), a creature feature full of genetically engineered horror, wild kills, and a surprisingly committed performance from Lou Diamond Phillips (La Bamba, Young Guns). We talk mad scientists, cheesy 90s CGI, and why the bats in this movie deserve their own villain origin story.But that's not all—we also revisit Halloween H20: Twenty Years Later, where Jamie Lee Curtis returns as Laurie Strode... again. Is her PTSD legit this time or just another cash-in? We break down the Halloween franchise multiverse (yes, there are four timelines now), why H20 feels like a weird Scream spinoff, and how Josh Hartnett may have been the weakest link in the final girl's family tree.

The Holistic Nutritionists Podcast
#174 "Get a filter, or BE the filter" - let's chat water quality!

The Holistic Nutritionists Podcast

Play Episode Listen Later Jun 10, 2025 27:59


Daily hydration is essential to life, but alongside that H20 you may be ingesting a bunch of other stuff that isn't so good for you.If you've ever wondered what water to get (or whether you should bother) join us for this chat on what we recommend, and why.WATER LINKS:WatersCo Filtration JugDoulton Twin Cartridge Countertop SolutionZazen Water Unit (use code nataliedouglas10 for a discount)SEND US A QUESTION:https://www.speakpipe.com/theholistichealthpodcast  FIND NAT BELOW: Website - https://nataliekdouglas.com/  Instagram - https://www.instagram.com/natalie.k.douglas  Book a Free Assessment Call - https://calendly.com/nataliekdouglas/thyroid-discovery-call EndoNourish - Endometriosis and Adenomyosis Guide - https://nataliekdouglas.com/endonourish-holistic-endometriosis-adenomyoisis-care-guide/   SacredSeeds - Preconception Care Guidehttps://nataliekdouglas.com/preconception-care-guide/  PCOS Wellness Guidehttps://nataliekdouglas.com/pcos-holistic-guide/  Thyroid Rescue - Self guided programhttps://nataliekdouglas.com/thyroid-rescue/  Coming Off The Pill/IUD Holistic Guidehttps://nataliekdouglas.com/coming-off-the-pill-mini-course/  Become a one-to-one clienthttps://nataliekdouglas.com/1-1-naturopathic-nutrition-consultations/  FIND AMIE BELOW: Book a Free Discovery Call: https://p.bttr.to/3yBdmu3   Book Yourself In: https://l.bttr.to/ZDxWO   Website - https://whatthenaturopathsaid.com   Instagram - https://www.instagram.com/thatnaturopath   Join the mailing list - https://elysium-clinic-of-natural-medicine.ck.page/69663ce14a   

Hashtag Trending
NVIDIA Criticizes US Export Controls and Getty Battles AI Copyright Infringement

Hashtag Trending

Play Episode Listen Later Jun 3, 2025 13:21 Transcription Available


In this episode of Hashtag Trending, host Jim Love discusses NVIDIA CEO Jensen Huang's criticism of US export controls on AI chips that have led to significant financial losses for his company while bolstering Chinese AI competitors like Huawei. NVIDIA faces an $8 billion revenue loss due to restricted H20 chip exports to China. Huang argues that these policies are accelerating Chinese innovation and undermining US global leadership in AI technology. The episode also highlights Getty Images CEO Craig Peters' struggle with the high costs of litigating AI copyright infringement cases. Peters reveals that even a major company like Getty cannot afford to fight every instance of AI firms using copyrighted content without permission, creating a severe economic imbalance. The script ends with an exploration of the high rate of 'hallucinations' by AI in legal research and the resulting professional risks for lawyers, emphasizing the need for more stringent fact-checking. 00:00 Introduction and Headlines 00:26 NVIDIA's Struggles with US Export Controls 03:52 Getty Images' Battle Against AI Copyright Infringement 07:13 Legal Challenges with AI-Generated Fake Case Law 10:53 The Importance of Fact-Checking in AI Research 12:29 Conclusion and Viewer Engagement

WALL STREET COLADA
Wall Street en Rally por Anulación de Aranceles, Nvidia Sorprende y Google se Expande en India.

WALL STREET COLADA

Play Episode Listen Later May 29, 2025 4:56


En este episodio cubrimos los eventos más importantes tras la apertura del mercado: • Wall Street extiende el rally tras anulación de aranceles: Un tribunal federal anuló los aranceles “recíprocos” del 2 de abril, alegando que Trump excedió su autoridad constitucional bajo la IEEPA. Se detiene su recaudación de inmediato. Futuros al alza: $SPX +1.4%, $US100 +1.8%, $INDU +1.1%. El fallo da un respiro a consumidores y empresas, y podría redefinir la política comercial de EE.UU. • Nvidia sorprende con resultados sólidos pese a China: $NVDA subió +3% premarket tras ingresos de $44.06B (+69% YoY) y EPS ajustado de $0.81. Data centers +73% ($39.1B), gaming +42% ($3.8B). Aun con impacto de -$2.5B por restricciones a los chips H20, la guía para el Q2 fue de $45B. El CEO Jensen Huang posicionó a Nvidia como líder absoluto en infraestructura AI. También reaccionaron al alza $AMD, $TSM y $SMCI. • Google abre tienda online en India para productos Pixel: $GOOGL comienza a vender directamente smartphones, audífonos y relojes en India, anticipando su primera tienda física. Compite directamente con $AAPL, que ya tiene presencia física. Google ya produce algunos modelos Pixel en el país, apuntando a capturar el crecimiento del mayor mercado emergente. • Moderna enfrenta revés pero sigue con vacuna de gripe aviar: $MRNA estable en premarket tras cancelación de contrato por $766M del HHS. Pese a ello, reportó datos positivos de Fase 1/2 de su vacuna mRNA-1018 contra la cepa H5. Buscará financiación alternativa para continuar el desarrollo. Una jornada marcada por un giro legal clave, el dominio de Nvidia en AI y expansión agresiva de tech en mercados emergentes. ¡No te lo pierdas!

TD Ameritrade Network
NVDA Short v. Long-Term Outlook: Blackwell, DeepSeek & A.I. Trends

TD Ameritrade Network

Play Episode Listen Later May 28, 2025 6:54


Ahead of Nvidia's (NVDA) earnings, Dan Morgan notes headwinds that can impact the report. He expects to see H20 export restrictions to China as a key weakness for the company's revenue. However, Dan sees Blackwell as the backbone giving Nvidia support. Jason Ware notes competition in the form of Broadcom (AVGO) posing a challenge to Nvidia's dominance. Additionally, he sees DeepSeek being a lasting question that will shake up the A.I. space for years to come.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

WALL STREET COLADA
Nvidia en la Mira, GameStop Compra Bitcoin y Robinhood Apuesta por el Reino Unido.

WALL STREET COLADA

Play Episode Listen Later May 28, 2025 4:30


En este episodio cubrimos los eventos más importantes antes de la apertura del mercado: • Wall Street se mantiene estable antes del reporte clave de Nvidia: Futuros con leves movimientos: $SPX +0.1%, $US100 +0.1%, $INDU plano. El rendimiento del bono a 10 años sube a 4.47%, mientras el de 2 años baja a 3.97%. Ayer, el mercado celebró el retraso de aranceles de Trump y un sólido dato de confianza del consumidor (87.1). Hoy el foco está en las minutas del FOMC, el índice manufacturero de Richmond (-9 esperado) y las ganancias de $NVDA. • Nvidia reporta hoy en el evento más esperado de la temporada: $NVDA publicará sus resultados tras el cierre. Aunque se anticipa un nuevo beat en ingresos y EPS, el enfoque estará en márgenes, guía y exposición a China. La empresa prevé una provisión de $5.5B por restricciones a los chips H20. Al alza, destacan sus nuevos acuerdos en Medio Oriente. Las opciones descuentan un movimiento de ±7%. Cotiza en $135, plano en 2025. • GameStop apuesta por Bitcoin como reserva de tesorería: $GME sube +3.8% premarket tras comprar 4,710 BTC (~$513M). La compañía ahora incluye Bitcoin en su balance, siguiendo los pasos de $MSTR, $TSLA y $CLSK. Al cierre del Q1 tenía $4.76B en efectivo. La acción cotiza en $36.22 con un short interest de 10.9%. • Robinhood lanza plataforma Legend en Reino Unido: $HOOD presentó “Robinhood Legend”, su plataforma avanzada de trading para usuarios británicos activos. Incluye gráficos técnicos, datos en tiempo real y herramientas personalizables. Llega tras introducir opciones y como antesala al lanzamiento de cuentas ISA sin comisión. Busca captar parte del mercado desktop del Reino Unido (11 millones de traders activos). Una jornada de expectativa tecnológica y apuestas por nuevas clases de activos. ¡No te lo pierdas!

Let's Talk AI
#210 - Claude 4, Google I/O 2025, OpenAI+io, Gemini Diffusion

Let's Talk AI

Play Episode Listen Later May 26, 2025 104:47 Transcription Available


Our 210th episode with a summary and discussion of last week's big AI news! Recorded on 05/23/2025 Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. Join our Discord here! https://discord.gg/nTyezGSKwP In this episode: Google's Gemini diffusion technology showcases significant improvements in speed and efficiency for generating text, potentially revolutionizing the auto-regressive generation paradigm. Anthropic activates AI Safety Level 3 protections for Claude Opus 4, implementing robust measures such as bug bounties, synthetic jailbreak data, and preliminary egress bandwidth controls to mitigate bio-risk threats. OpenAI responds to the California Attorney General, refuting claims by the not-for-private-gain coalition and defending their controversial restructuring plans amidst ongoing criticism. Mistral delays the release of its Llama 4 Behemoth model due to training challenges, while Meta faces similar obstacles in rolling out its large-scale AI models, signaling difficulties in reaching frontier level performance. Timestamps + Links: (00:00:00) Intro / Banter (00:01:43) News Preview Tools & Apps (00:02:58) Anthropic's new Claude 4 AI models can reason over many steps (00:09:58) Google Unveils A.I. Chatbot, Signaling a New Era for Search (00:14:04) Google rolls out Project Mariner, its web-browsing AI agent (00:16:40) Veo 3 can generate videos — and soundtracks to go along with them (00:21:26) Imagen 4 is Google's newest AI image generator (00:23:15) Google Meet is getting real-time speech translation (00:25:36) Google's new Jules AI agent will help developers fix buggy code (00:26:43) GitHub's new AI coding agent can fix bugs for you (00:28:50) Mistral's new Devstral model was designed for coding Applications & Business (00:29:53) OpenAI Unites With Jony Ive in $6.5 Billion Deal to Create A.I. Devices (00:36:10) OpenAI's planned data center in Abu Dhabi would be bigger than Monaco (00:41:18) LM Arena, the organization behind popular AI leaderboards, lands $100M (00:45:21) Nvidia CEO says next chip after H20 for China won't be from Hopper series (00:46:39) Google's Gemini AI app has 400M monthly active users (00:51:15) AI Servers: End demand intact, but rising gap between upstream build and system production (2025.5.18) Projects & Open Source (00:53:46) Meta Is Delaying the Rollout of Its Flagship AI Model Research & Advancements (00:57:53) Gemini Diffusion (01:03:07) Chain-of-Model Learning for Language Model (01:09:16) Seek in the Dark: Reasoning via Test-Time Instance-Level Policy Gradient in Latent Space (01:15:38) Two Experts Are All You Need for Steering Thinking: Reinforcing Cognitive Effort in MoE Reasoning Models Without Additional Training (01:20:16) Lessons from Defending Gemini Against Indirect Prompt Injections (01:23:35) How Fast Can Algorithms Advance Capabilities? (01:30:20) Reinforcement Learning Finetunes Small Subnetworks in Large Language Models Policy & Safety (01:31:12) Exclusive: What OpenAI Told California's Attorney General (01:38:25) Activating AI Safety Level 3 Protections

Combos Court
BETTER KNICK: BRUNSON or MELO?, MT. RUSHMORE Of RAP!? & AND MORE

Combos Court

Play Episode Listen Later May 25, 2025 33:01


This Debate Show (He's With Us) was recorded in Studio at WTF Studios in NYC! Combo, Reemo, and H20 with moderator/host Niki Avery debate if Brunson has officially surpassed Carmelo Anthony as the face of modern Knicks basketball. We break down the concept of situational superstars and explore Giannis' next chapter. Plus: Can Phil Jackson fix the win in the modern NBA? Is Steve Kerr overrated? They also dive into the Mount Rushmore of rap. Loyalty in sports, rings vs. legacy, and a shout to A'ja Wilson round out the run. Recorded May 16, 2025. Enjoy and drop a comment wherever your tuning in! USE CODE COMBO ON PRIZEPICKS! Appreciate the continued support! Sign up on PrizePicks using the promo code “Combo” Make a deposit of $5 or more and receive $50 instantly here: prizepicks.onelink.me/ivHR/COMBO

TD Ameritrade Network
Jensen Huang Criticizes Chip Export Restrictions Ahead of NVDA Earnings

TD Ameritrade Network

Play Episode Listen Later May 22, 2025 5:32


Nvidia (NVDA) will draw all eyes in the market when it reports earnings next Wednesday. The chipmaker faces added pressure due to H20 chip export restrictions to China, which CEO Jensen Huang criticized for creating more harm than good. Diane King Hall talks about the headwinds Nvidia faces and how it shifts investor expectations. As she explains, analysts still vastly favor the stock.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Pass Around the Smile
Success Doesn't Have to Look Loud

Pass Around the Smile

Play Episode Listen Later May 22, 2025 34:08


In this vulnerable episode, I share a moment I'm not proud of ~ a quiet judgement I made about someone else that caught me off guard. But instead of pushing it away, I looked at it closely… and realised it had nothing to do with them, and everything to do with a fear I hadn't fully healed in myself. With a focus on social media, in this episode I chat about the pressure we feel as a society to prove to others that we are 'happy' or 'successful,' or looking and feeling good. However what I've learned, is that success doesn't have to look loud. When I felt into this ~ the need to prove to others how 'well' I was doing melted away. It allowed me to breathe, the pressure melted away and I started becoming enjoying my life a lot more! This episode is also for anyone who's ever felt irrelevant, behind, or like their best achievements are already behind them. I explore how we measure our worth by the last “big thing” we did, and how that pressure to constantly top ourselves keeps us stuck in self-doubt.We also dive into; ~ The freedom that comes when we understand our projections~ Why we over-explain and justify ourselves when we're feeling unworthy~ How letting go of the need to prove our success to others brings a refreshing, peaceful energy. And I close with some reflective questions to help you redefine what success truly means to you:

It Came From The Videostore
Ep163: Halloween H20&Ressurection

It Came From The Videostore

Play Episode Listen Later May 21, 2025 77:48


Who doesn't love a double feature?! This week is for H20& Resurrection! Both starring and returning Jamie Lee Curtis and both introducing new young faces for Michael Myers to go after! Enoy these reviews on the films and let us know what you think!

Motley Fool Money
Big Earnings Energy

Motley Fool Money

Play Episode Listen Later Apr 17, 2025 29:39


In the face of a trade war, Taiwan Semiconductor is not changing its outlook. (00:21) Tim Beyers and Ricky Mulvey discuss: - Earnings from Taiwan Semiconductor and what's behind the company's impressive business results. - The chipmaker's growth story in 2025. - Netflix's plan to become a trillion dollar company. Then, (15:20) Tim and Ricky discuss the export ban on Nvidia's H20 chips and what it means for the tech giant. Learn more about the Range Rover Sport at www.rangerover.com/us/sport Companies discussed: TSM, NFLX, NVDA Host: Ricky Mulvey Guest: Tim Beyers Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices