Taiwanese-American entrepreneur and businessman
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Quantum computing has been "five years away" for decades, but when NVIDIA's Jensen Huang says we've hit an inflection point, Congress listens and stocks soar. The reality? We're still building very expensive proof-of-concepts. Today's quantum computers run on 100 qubits—impressive to physicists, useless to you. Commercial viability needs a million qubits, a 10,000x leap that's not incremental progress but a complete reinvention.Unlike the familiar tech story where room-sized computers became pocket devices, quantum is binary: it either works at massive scale or it's an elaborate academic exercise. There's no quantum equivalent of early PCs that could at least balance your checkbook—no useful middle ground between 100 qubits and a million.China wants quantum for cryptography: the master key to any lock. America's lead exists mostly on paper—in research publications and VC rounds, not deployed systems. Dr. Peter Shadbolt from PsiQuantum, fresh from congressional testimony, argues America must commit now or risk losing a race that could redefine pharmaceutical research and financial security. The real question: can a democracy sustain long-term investment in technologies that offer zero immediate gratification?
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.
The AI Breakdown: Daily Artificial Intelligence News and Discussions
Today's five‑minute headlines cover the strongest signal yet that GPT‑5 will drop in early August, GitHub's Spark entry into vibe coding, Satya Nadella's morale memo amid Microsoft layoffs, and fresh controversy around Google's Windsurf acqui‑hire. Then we zoom out with Nvidia CEO Jensen Huang, who lays out nine sweeping forecasts—from an AI‑driven wealth boom and twin‑factory industries to a multi‑trillion‑dollar infrastructure rush—that sketch the next decade of AI disruption and opportunity.Brought 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
Today's show:Jason's back and filling us in on his experiences in Washington DC, at the All-In AI Summit, including getting a Trump shoutout from stage, debating immigration with VP Vance, and calling out Sec. Wright for dismissing solar power.THEN Jason and Alex talk about the immense promise of open-source robotics and check out Hugging Face's Reachy…PLUS picking apart the White House's new AI-related executive orders, why Jason is afraid of China repeating its Huawei success, a free exchange about tariffs vs. free trade, AND a pressing query from a founder on Reddit: how bad is it to add AI to your product too early?Timestamps:(0:00) INTRO, Alex updates Jason about all this week's TWiST 500 interviews(03:33) Inside Jason's experiences at this week's All In AI Summit with POTUS!(05:33) Jason's back and forth on solar power with US Energy Sec. Chris Wright(09:56) Inbound - Use code TWIST10 for 10% off your General Admission ticket at [https://www.inbound.com/register](https://www.inbound.com/register.) (Valid thru 7/31)(11:02) Promo end(16:54) Jason asks AMD CEO Lisa Su about reaching “superintelligence” and whether it could trigger an unemployment crisis(19:51) Bolt - Don't be left behind. Build apps quickly without knowing how to code with Bolt.new. Try it free at https://www.bolt.new/twist.(20:44) Promo end(23:42) Jason says… any time you have to wait days or weeks for a service or product, there's a MASSIVE opportunity.(26:16) What do Trump's new AI executive orders actually say?(27:27) Which EO's are red meat for Trump's base, and which ones are likely to become laws and have real impact?(29:50) Public - Take your investing to the next level with Public. Build a multi-asset portfolio and earn 4.1% APY on your cash—with no fees or minimums. Start now at https://public.com/twist.(31:05) Promo end(35:17) How Huawei went worldwide and why Jason doesn't want that to happen again with AI.(38:32) Jason and Alex have a little tariff vs. free trade debate.(47:03) VP Vance complained about US tech companies laying off Americans, then hiring immigrants; Jason gives his take(53:35) Jason answers a Reddit question: Is adding AI to your product too early a TRAP?Check out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpThank you to our partners:(09:56) Inbound - Use code TWIST10 for 10% off your General Admission ticket at [https://www.inbound.com/register](https://www.inbound.com/register.) (Valid thru 7/31)(19:51) Bolt - Don't be left behind. Build apps quickly without knowing how to code with Bolt.new. Try it free at https://www.bolt.new/twist.(29:50) Public - Take your investing to the next level with Public. Build a multi-asset portfolio and earn 4.1% APY on your cash—with no fees or minimums. Start now at https://public.com/twist.*Disclaimer:All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use.Rate as of 7/18/25. APY is variable and subject to change.
My fellow pro-growth/progress/abundance Up Wingers,With tariff and immigration policies uncertain, and the emerging AI revolution continuing to emerge, there's plenty to speculate about when it comes to the US economy. Today on Faster, Please! — The Podcast, I invite Joseph Politano to help us try and make sense of it all.He is the author of the popular Apricitas Economics Substack newsletter. Politano previously worked as an analyst at the Bureau of Labor Statistics.In This Episode* Trade and immigration headwinds (1:03)* Unpredictable trade policy (7:32)* Tariffs as a political tool (12:10)* The goal: higher tariffs (17:53)* An AI tailwind (20:42)Below is a lightly edited transcript of our conversation. Trade and immigration headwinds (1:03)You're going to have what is probably the largest one-year change in immigration in US history.Pethokoukis: What are the main economic headwinds that you're tracking right now? Or is it just trade, trade, trade?Politano: It's hard for me to not say it's trade, trade, trade because that's what my newsletter has been covering since the start of this administration and I think it's where the biggest change in longstanding policy is. If you look back on, say, the last 100 years of economic history in the United States, that's the kind of level you have to go to find a similar period where tariffs and trade restrictions were this high in the United States.At the start of this year, we were at a high compared to the early 2000s, but it was not that large compared to the 1970s, 1960s, the early post-war era. Most of that, especially in Trump's first term, was concentrated in China, and then a couple of specific sectors like steel or cars from Mexico. Now we have one, you had the big jump in the baseline — there's ten percent tariffs on almost all goods that come to the United States, with some very important exceptions, but ten percent for most things that go into the US. Then, on top of that, you have very large tariffs on, say, cars are 25 percent, steel and aluminum right now are 50 percent. China was up to 20 percent then went to the crazy 150 percent tariffs we had for about a month, and now it's back down to only 30 percent. That's still the highest trade war in American history. I think that is a big headwind.The headwind that I don't spend as much time covering, just because it's more consistent policy — even if it is, in my opinion, bad policy — is on the immigration stuff. You're going to have what is probably the largest one-year change in immigration in US history. So we're going to go from about 2.8 million net immigration to a year, to people like Stan Veuger projecting net-zero immigration this year in the United States, which would be not entirely unprecedented — but again, the biggest shift in modern American history. I think those are the two biggest headwinds for the US economy right now.You're highlighting two big drivers of the US economy: trade and immigration. But analyzing them is tricky because recent examples are limited. To understand the effects of these changes, you often have to look back 50 or 100 years, when the economic landscape was very different. I would think that would make drawing clear conclusions more difficult and pose a real challenge for you as an analyst.Again, I'm going to start with trade because that's where I focused a lot of my energy here, but the key thing I'm trying to communicate to people — when people think of the protectionist era in US history, the number one thing people think about is Smoot-Hawley, which were the very large tariffs right before the Great Depression — in my opinion, obviously did not cause the Great Depression, but were part of the bad policy packages that exacerbated the Great Depression. That is an era in which one, the US is not a big net importer to the same degree; and two, trade was just a much smaller share of the economy, even though goods were a much larger share of the economy.This is pre- the really big post-war globalization and pre- the now technology-era globalization. So if you're doing tariffs in 1930 or prior, you're hitting a more important sector. Manufacturing is a much larger share of the economy, construction is a larger share of the economy, but conversely, you're hitting it less hard. And now you have this change of going from a globalized world in which trade is a much larger share of GDP and hitting that with very large tariffs.The immigration example is hard to find. I think the gap is America has not done . . . let's call it extensive interior enforcement in a long time. There's obviously been changes to immigration policy. Legally the tariffs have gone up. Legally, lot of immigration policy has not changed. We don't pass bills on immigration in the same way. We don't pass bills on tariffs, but we do pass bills on tax policy. So immigration has changed mostly through the enforcement mechanisms, primarily at the border, and then secondarily, but I think this is the bigger change, is the kind of aggressive interior enforcement.The Steven Miller quote that was in the Wall Street Journal is what I think about, like, why aren't you going to Home Depot to try to deport people who are here undocumented? That's a really big change in economic policy from the first term where it was like, “Okay, we are going to restrict the flow of legal and undocumented immigrants at the border, and then mostly the people who are in the interior of the United States, we're only going to focus on people who've committed some other crime.” They got picked up by local law enforcement doing something else, and then we're going to deport them because of that.This is very different, and I think also very different tonally. In the first term, there was a lot of, “People don't want refugees.” Refugee resettlement was cut a lot, but there was a rhetorical push for, “We should let some people in from Venezuela or Cuba, people who were fleeing socialist dictatorships.” That program [was] also very much torn up. So it's hard to find examples, in that case, where you've got to go back to 1924 immigration policy, you've got to go back to 1930 trade policy for the closest analogs.Unpredictable trade policy (7:32)People notice if the specific things that they associate with other countries go up in price, even if those aren't their most important export.Trade policy seems especially difficult to analyze these days because it's been so mercurial and it's constantly evolving. It's not like there's one or two clear policy shifts you can study — new announcements and reversals happen daily, or weekly. I think that unpredictability itself creates uncertainty, which many analysts see as a drag on growth, often as much as the tariffs themselves.I think that's exactly right. I used to joke that there were three people in Washington, DC who know what the current tariff levels are, and I'm not sure any of them are in the White House, because they do change them extremely frequently. I'm going to give an example of the last 24 hours: We had the announced rate on imports from the Philippines from 20 percent to 19 percent, the rate on imports from Indonesia went from 32 to 19, the rate on Japan went from 25 to 15. None of those are legal changes. They've not published, “Here's the comprehensive list of exactly what we're changing, exactly when these are going to go into effect, yada, yada, yada.” It's just stuff that administration officials or Trump, in particular, said. So it's really hard to know with any certainty what's going on.Even just this morning, the Financial Times had a good article basically saying that the US and the European Union are close to a quote-unquote “deal” where the tariffs on the EU would be at 15 percent. Then literally 30 minutes ago, Peter Navarro is on TV and he's like, “I would take that with a grain of salt.” So I don't know. Clearly some people internally know. This is actually the longest period of time that Trump has gone without legally changing the tariffs since he was inaugurated. 28 days was the previous record.Normally — I'll give an example of the last Trump administration — what would happen is you'd have, “Hey, we are doing this Section 301 investigation against China. This is a legal procedure that you say that the Chinese government is doing ABC, XYZ unfair trade practices and we're going to retaliate by putting tariffs on these specific goods.” But you would have a very long list of goods at least a couple of months before the tariffs would take effect.It wasn't quite to this degree, I don't want to make it sound like Trump won, everything was peachy keen, and there was no uncertainty. Trump would occasionally say something and then it would change the next week, but it was much more contained, and now it's like all facets of trade policy.I think a really good example was when they did the tariffs on China going from 10 to 20 to then 145 percent, and then they had to come back a week later and be like, “We're exempting smartphones and certain types of computers.” And then they came back a week after that and were like, “We're exempting other types of electronics and electronic parts.” It does not take an expert to know that smartphones come from China. It's on the package that Apple sends you. And if you were very strategically planning this out, if you were like, “Well, are going to do 150 percent tariffs on China,” that would be one of the first questions someone would be like, “Well, people are going to notice if their iPhone prices go up. Have we thought about exempting them?”During Trump's first term — again, you can take this as political or economic strategy — they mostly focused a lot of the tariffs on intermediate goods: computer parts, but not computers; brakes, not cars. That has more complicated economic costs. It, on balance, hurts manufacturing in the United States more and hurts consumers less, but it's clearly trying to set up a political salience. It's trying to solve a political salience problem. People notice if the specific things that they associate with other countries go up in price, even if those aren't their most important export. There's been much less of that this time around.We're doing tariffs on coffee and bananas. I complain about that all the time, but I think it is useful symbolism because, in an administration that was less concerned about political blowback, you'd be like, “Oh yeah, give me a list of common grocery items to exempt.” This is much less concerned with that blowback and much more slap-dash.Tariffs as a political tool (12:10). . . we're now in the process of sending out these quote-unquote “letters” to other countries threatening higher tariffs. It doesn't seem to me like there's a rhyme or reason why some countries are getting a letter or some countries aren't.I think there's a lot of uncertainty in interpreting administration statements, since they can change basically overnight. Even if the policy seems settled, unexpected events — like, oh, I don't know, a there's a trial of a politician who Trump likes in another country and all of a sudden there's a tariff to nudge that country to let that politician go. If the president views tariffs as a universal tool, he may use them for unpredictable, non-economic reasons, making it even harder to analyze, I would think.I think that's exactly right, and if you remember very early on in the Trump administration, the Columbian government did not want to take deportees on military aircraft. They viewed this as unjust treatment of Columbian nationals, and then Trump was like, “I'm going to do a 20, 30 percent tariff,” whatever the number was, and then that was resolved the next day, and then we stopped doing the military flights two weeks after that. I think that was a clear example . . . Columbia is an important US trading partner, but there's a lot more who are larger economies, unfortunately for Columbia.The example you're giving about Brazil is one of the funnier ones because . . . on April 2nd, Trump comes out and says, “We're doing reciprocal tariffs.” If you take that idea seriously, we should do tariffs against countries that employ unfair trade practices against US exports. You take that idea seriously, Brazil should be in your top offender categories. They have very high trade barriers, they have very high tariffs, they have domestic industrial policy that's not super successful, but does clearly hurt US exports to the region. They got one of the lowest tariff rates because they didn't actually do it by trade barriers, they did it by a formula, and Brazil happens to export some oil, and coffee, and cashews, and orange juice to the United States more than they buy from us. That was the bad formula they did looking at the bilateral trade deficit.So you come back, and we're now in the process of sending out these quote-unquote “letters” to other countries threatening higher tariffs. It doesn't seem to me like there's a rhyme or reason why some countries are getting a letter or some countries aren't. We sent one to Libya, which is not an important trading partner, and we sent one to the Philippines, which is. But the letter to Brazil is half, “Okay, now we remembered that we have these unfair trade practices that we're complaining about,” and then it's half, “You have to let Jair Bolsonaro go and stop prosecuting him for the attempt to stay in power when he lost the election.”It's really hard to say, okay, what is Lula supposed to do? It's one thing to be like, economically, a country like Brazil could lower its tariffs and then the United States would lower its tariff threat. You'd still be worse off than you were at the start of the year. Tariffs would still be higher, trade barriers would still be higher, but they'd at least not be as bad as they could be. But tying it up in this political process makes it much less clear and it's much harder to find an internally consistent push on the political thing. There are out-and-out dictatorships that we have very normal trade relationships with. I think you could say we should just trade with everybody regardless their internal politics, or you could say trade is a tool of specific political grievances that we have, but neither of those principles are being applied consistently.As a business owner, totally separate from the political considerations, is it safe to import something from Mexico? Is Trump going to get upset at Claudia Sheinbaum over internal political matters? I don't know. He was upset with Justin Trudeau for a long period of time. Trudeau got replaced with Mark Carney, who is not exactly the same political figure, but they're in the same party, they're very similar people, and the complaints from Trump have dropped off a cliff. So it's hard to tell what the actual impulse is. I follow this stuff every day, and I have been wrong so many times, it is hard to count. I'll give an example: I thought Trump, last month, was like, “We're going to do 50 percent tariffs on the European Union.” And in my head I was like, “Oh, this makes sense.”With every other major trading partner, we go from a baseline level, we raise to a very large level, we keep that on for a very short amount of time, and then we lower back down to a level that is much higher than what we started at, but much lower than what was in practice. We went from average 20 percent-ish tariffs on China, we went from that to average 40 percent-ish tariffs, and then we went into the mid-100s, and now we're back down to average 50 percent-ish tariffs on China if you count stuff from Trump's first term.So I was like, “Oh, they paused this for 90 days, they're going to come back and they're going to say, ‘Well, everyone except the European Union, everyone except Japan, everyone except Brazil is doing really well in negotiations. We're going to raise tariffs on Brazil to 50 percent for a week and then we're going to lower them back.'” And that was obviously just wrong. They just kicked the can down the road unceremoniously.The goal: higher tariffs (17:53)It's not as though Donald Trump has a specific vision of what he wants the tariff rates to look like in five years, at a number level, per country per good. It's that he wants them to be higher.Do you feel that you have a good understanding, at this point, about what the president wants, ultimately, out of his trade policy?I do. In one word, he wants tariffs to be higher. Beyond that, all of the secondary goals are fungible. Recently, the White House has been saying, “Oh, tariffs don't raise prices,” which is an economic conjecture I think is empirically wrong. You can look at pre- and post-tariff import prices, post-tariff prices are up. It's not a 100 percent being passed through to consumers, but you can see some of that passed through in stuff like toys, and audio equipment, and coffee, and yada, yada.Point being, if you believe that conjecture, then it really can't industrialize the nation because it's implying that foreigners are just absorbing the costs to continue passing products that they make in Japan, or China, or Canada, into the United States. And then inversely, they'll say, “Well, it is industrializing the nation. Look at this investment, this factory that's being built, and we think it's because of the tariffs.”Well, if that's happening, it can't raise revenue. And then they'll come back and say, “Well, actually, it's fixing the budget deficit.” If that's happening, then you're in the worst of both worlds because it's raising prices and you're still importing stuff. So it's hard to find an internally consistent justification.Part of my mental model of how this White House works is that there's different camps on every issue, and it's very much not a consensus institution on policy, but it's also not a top-down institution. It's not as though Donald Trump has a specific vision of what he wants the tariff rates to look like in five years, at a number level, per country per good. It's that he wants them to be higher.He has this general impulse that he wants to reduce trade openness, and then somebody comes up to Trump and goes, “Hey, Mr. President, we should do 25 percent tariffs on cars. Remember where they come from?” And he goes, “That's a good idea.”And then somebody comes up to him and goes, “Hey, Mr. President, we should do a 10 percent baseline tariff on everything that comes into the United States.” And he goes, “That's a good idea.”And then somebody goes and says, “Hey, Mr. President, we should do a tariff that's reciprocal that's based on other countries trade barriers.” And he goes, “That's actually a good idea.”Those are very, very wildly different goals that are conflicting, even in just that area. But it's not that there's one vision that's being spread across all these policies, it's that there's multiple competing visions that are all getting partially implemented.An AI tailwind (20:42)This is the one area where it's only American companies that dominate, and the depth is so high that [other countries] feel like they're not even competing.I see AI as a potential tailwind toward productivity gains, but my concern is that any positive impact may only cancel out the headwinds of current trade and immigration policies, rather than accelerating growth. Is it a big enough tailwind?I do think it's a tailwind, and the US has several distinct advantages specific to AI. The first being that most of the companies that are major players, both from a software-development and from an infrastructure-development point of view, are in the United States. We are here in the DMV, and this is the largest data center cluster on planet Earth, which is kind of crazy that it's in Loudoun County. But that kind of stuff is actually very important. Secondarily, that we have the depth of financing and the expertise that exists in Silicon Valley that is so rare across the rest of the world. So I am optimistic that it will increase GDP growth, increase productivity, maybe not show up as a growth in productivity growth immediately, if that makes sense. Not quite an acceleration, but definitely a positive tailwind and a tailwind that is more beneficial in the United States than it is in other countries.The counter to that is that the AI stuff is obviously not constrained by borders to even a nominal degree, at this point. The fact that everyone talks about DeepSeek, for obvious reasons, but there are tons of models in the Gulf States, in Western Europe, in Australia, and you can access them all from anywhere. The fact that you can access ChatGPT from Europe means that not all the benefits are just captured in the narrow area around open AI headquarters in San Francisco.The secondary thing is that, in my opinion, one of the most important reasons why the United States continues to benefit from this high-tech economy that most other high-income countries are extremely jealous of — you talk to people from Europe, and Japan, and even places like Canada, the prize that they're jealous of is the stuff in Silicon Valley, because they feel like, reasonably, they can make cars and do finance just as well as the Americans. This is the one area where it's only American companies that dominate, and the depth is so high that they feel like they're not even competing. Anyone who wants to found a company moves to San Francisco immediately, but that relies on both a big research ecosystem and also a big immigration ecosystem. I don't know if you saw the Facebook superstars that they're paying, but I believe it was 50 percent non-American-born talent. That's a really big advantage in the United States' case that lots of people want to move to the US to found a company to work for some of these big companies. I don't think that's demolished, but it's clearly partially under threat by a lot of these immigration restrictions.The other important thing to remember is that even though the president's most controversial immigration policies are all about undocumented immigrants, and then to a lesser extent, people who are documented asylees, people who are coming from Haiti, and El Salvador, Venezuela, et cetera, the biggest direct power that they have is over legal immigration, just from a raw numerical standpoint. So the idea that they want to cut back on student visas, they want to cut back on OPT, which is the way that student visas basically start working in the United States, they want to add more intensive restrictions to the H-1B program, those are all going to undermine the benefits that the US will get from having this lead in artificial intelligence.The last thing that I'll say to wrap a big bow around this: We talked about it before, I think that when Trump was like, “We're doing infinity tariffs April 2nd,” there were so many bits of the computer ecosystem that were still tariffed. You would've had a very large tariff on Taiwanese computer parts, which mostly is very expensive TSMC equipment that goes into US data centers. I think that Jensen Huang — I don't know if he personally did this . . . or it was the coalition of tech people, but I am using him as a representative here — I think Jensen Huang went in and was like, “We really badly need this,” and they got their exemption. The Trump administration had been talking about doing tariffs on semiconductors at some point, I'm sure they will come up with something, but in the meantime, right now, we are importing absolute record amounts of large computers. It's at a run-rate of close to $150 billion a year.This is not all computers, this is specific to the kind of large computers that go into data centers and are not for personal or normal business use. I don't know what happens to that, let's say a year and a half from now, if the tariffs are 25 percent, considering how much of the cost of a data center is in the semiconductors. If you're going to have to then say, “Well, we would really like to put this somewhere in Virginia, somewhere in Pennsylvania, somewhere in Arizona, but you have a 25 percent premium on all this stuff, we're going to put it in Vancouver. We're going to put it in somewhere in the Gulf States,” or what I think the administration is very worried about is, “We're going to put it somewhere in China.” That chart of US computer imports, in trade policy, it's really rare to get a chart that is just a straight line up, and this is just a straight line up.On sale everywhere The Conservative Futurist: How To Create the Sci-Fi World We Were PromisedMicro ReadsPlease check out the website or Substack app for the latest Up Wing economic, business, and tech news contained in this new edition of the newsletter. Lots of great stuff! Faster, Please! is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit fasterplease.substack.com/subscribe
Artificial intelligence is one of the most revolutionary pieces of technology to come out of the 21st century, reshaping jobs across industries, but it is not without its own set of controversies. In this exclusive interview, Bret is joined by Nvidia's CEO and Co-Founder Jensen Huang to discuss the future of AI in the global economy, how it will change the job market, and the fierce AI “arms race” between the US and China. Original aired on Special Report. Learn more about your ad choices. Visit podcastchoices.com/adchoices
The tech bros of Silicon Valley are dominating the AI race, using the most advanced computer chips and US expertise. But there's an artificial intelligence boom underway in China giving them a run for their money.US President Donald Trump doesn't like it; he's vowing he won't allow America's adversaries to control the algorithms. Today, Kyle Chan from the global policy think tank the Rand Corporation on what's at stake in the battle for global AI dominance. Featured: Kyle Chan, post-doctoral researcher at Princeton University and an adjunct researcher at the Rand Corporation
¿Cómo Jensen Huang pasó de ser lavaplatos a ser el CEO de NVIDIA, la empresa más valiosa del mundo?
What a WEEK! Qwen-mass in July. Folks, AI doesn't seem to be wanting to slow down, especially Open Source! This week we see yet another jump on SWE-bench verified (3rd week in a row?) this time from our friends at Alibaba Qwen. Was a pleasure of mine to host Junyang Lin from the team at Alibaba to come and chat with us about their incredible release with, with not 1 but three new models! Then, we had a great chat with Joseph Nelson from Roboflow, who not only dropped additional SOTA models, but was also in Washington at the annocement of the new AI Action plan from the WhiteHouse. Great conversations this week, as always, TL;DR in the end, tune in! Open Source AI - QwenMass in JulyThis week, the open-source world belonged to our friends at Alibaba Qwen. They didn't just release one model; they went on an absolute tear, dropping bomb after bomb on the community and resetting the state-of-the-art multiple times.A "Small" Update with Massive Impact: Qwen3-235B-A22B-Instruct-2507Alibaba called this a minor refresh of their 235B parameter mixture-of-experts.Sure—if you consider +13 points on GPQA, 256K context window minor. The 2507 drops hybrid thinking. Instead, Qwen now ships separate instruct and chain-of-thought models, avoiding token bloat when you just want a quick answer. Benchmarks? 81 % MMLU-Redux, 70 % LiveCodeBench, new SOTA on BFCL function-calling. All with 22 B active params.Our friend of the pod, and head of development at Alibaba Qwen, Junyang Lin, join the pod, and talked to us about their decision to uncouple this model from the hybrid reasoner Qwen3."After talking with the community and thinking it through," he said, "we decided to stop using hybrid thinking mode. Instead, we'll train instruct and thinking models separately so we can get the best quality possible."The community felt the hybrid model sometimes had conflicts and didn't always perform at its best. So, Qwen delivered a pure non-reasoning instruct model, and the results are staggering. Even without explicit reasoning, it's crushing benchmarks. Wolfram tested it on his MMLU-Pro benchmark and it got the top score of all open-weights models he's ever tested. Nisten saw the same thing on medical benchmarks, where it scored the highest on MedMCQA. This thing is a beast, getting a massive 77.5 on GPQA (up from 62.9) and 51.8 on LiveCodeBench (up from 32). This is a huge leap forward, and it proves that a powerful, well-trained instruct model can still push the boundaries of reasoning. The New (open) King of Code: Qwen3-Coder-480B (X, Try It, HF)Just as we were catching our breath, they dropped the main event: Qwen3-Coder. This is a 480-billion-parameter coding-specific behemoth (35B active) trained on a staggering 7.5 trillion tokens, with a 70% code ratio, that gets a new SOTA on SWE-bench verified with 69.6% (just a week after Kimi got SOTA with 65% and 2 weeks after Devstral's SOTA of 53%
(0:00) James Litinsky, MP Materials (13:32) Lisa Su, AMD (29:45) Chase Lochmiller, Crusoe (43:26) Jensen Huang, Nvidia Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa: https://usa.visa.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
In the global fight to dominate A.I., China is quickly catching up to the United States — which is why President Trump barred the tech giant Nvidia from selling its superpowered computer chips to Chinese companies.Then, a few days ago, Mr. Trump abruptly changed course.Tripp Mickle, who covers Silicon Valley for The New York Times, explains how Nvidia's C.E.O. persuaded the president that the best way to beat China at A.I. is to help them compete.Guest: Tripp Mickle, who reports about Silicon Valley for The New York Times.Background reading: Nvidia said that the U.S. had lifted restrictions on A.I. chip sales to China.How Nvidia's Jensen Huang persuaded Mr. Trump to sell A.I. chips to China.For more information on today's episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday. Photo: Pete Marovich for The New York Times Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.
MRKT Matrix - Tuesday, July 22nd S&P 500, Nasdaq retreat from records as chip stocks decline (CNBC) Top economist Mohamed El-Erian breaks ranks with Wall Street and says Powell should resign to preserve Fed independence (CNBC) Bessent says Powell doesn't need to resign but should conduct internal review (CNBC) SoftBank and OpenAI's $500 Billion AI Project Struggles to Get Off Ground (WSJ) OpenAI Greatly Expands Data Center Deal With Oracle (The Information) Wall Street Readies Fresh Push Against Tighter US Capital Rules (Bloomberg) GM Profit Falls as Trump Tariffs Add $1.1 Billion in Costs (Bloomberg) Clout wars: Jensen Huang eclipses Elon Musk and Tim Cook in Washington (CNBC) How China Curbed Its Oil Addiction – and Blunted a U.S. Pressure Point (WSJ) -- 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
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
Years of efforts aimed at promoting the country's opening-up and continuously expanding market access for foreign enterprises have gradually paid off. Foreign-funded enterprises now contribute one-third of China's foreign trade, one-fourth of its value-added industrial output, and one-seventh of its tax revenues, and have created more than 30 million jobs over the past five years. It is little wonder therefore that the government should highly value foreign direct investment and always try its best to improve the business environment for foreign capital, so as to make the country a safe and promising destination for foreign investors.多年来，为促进国家对外开放和不断扩大外资企业市场准入所做的努力逐渐取得成效。外资企业目前占中国对外贸易的三分之一，工业增加值的四分之一，税收的七分之一，在过去五年中创造了3000多万个就业机会。因此，毫不奇怪，政府应该高度重视外国直接投资，并始终尽最大努力改善外国资本的商业环境，使该国成为外国投资者的安全和有前景的目的地。The country's 14th Five-Year Plan from 2021 to 2025 set the target of attracting a total of $700 billion in foreign investment, with remarkable progress to be made in both the quantity and quality of utilized foreign investment. Despite the challenges posed by the rise of protectionism and unilateralism in recent years, the utilized foreign investment in China reached $708.73 billion by the end of June, suggesting the country has already achieved its five-year foreign investment target, ahead of schedule.2021年至2025年，中国第十四个五年计划设定了吸引7000亿美元外资的目标，利用外资的数量和质量都将取得显著进展。尽管近年来保护主义和单边主义抬头带来了挑战，但截至6月底，中国利用外资已达7087.3亿美元，表明中国已提前实现其五年外资目标。Statistics from the Ministry of Commerce released on the weekend also indicate that in the first half of this year the number of newly established foreign-invested companies increased by 11.7 percent year-on-year to 30,014, as the country continues to attract foreign capital into high-tech industries such as artificial intelligence, e-commerce, pharmaceuticals and high-end manufacturing.商务部周末发布的统计数据还显示，今年上半年，随着国家继续吸引外资进入人工智能、电子商务、制药和高端制造业等高科技产业，新成立的外商投资企业数量同比增长11.7%，达到30014家。The country's high-tech sector has become a major magnet for foreign capital thanks to its immense potential, with the percentage of utilized foreign investment in China's high-tech sector rising from 28.3 percent of the total in 2019 to 37.4 percent in 2023. In the first half of this year, foreign investment in e-commerce services alone recorded a nearly 130 percent year-on-year surge.由于其巨大的潜力，中国的高科技行业已成为吸引外资的主要力量，中国高科技行业利用外资的比例从2019年的28.3%上升到2023年的37.4%。今年上半年，仅电子商务服务领域的外国投资就同比激增近130%。The development of a highly advanced innovation ecosystem in China has prompted a lot of multinationals to expand their investment in the sector in light of the country's forward-looking strategy. Take BMW for example. The German auto giant plans to establish its first China-based information technology research and development center in Nanjing, which will represent a huge expansion of the company's digital capabilities. The center is set to be BMW's largest IT R&D hub in Asia, and it is designed to strengthen the automaker's global production, sales and after-sales systems through digital solutions rooted in China's rapidly evolving tech landscape. Explaining the decision, Franz Decker, president and CEO of BMW Brilliance Automotive, said during the signing ceremony with the local government on Friday that China "demonstrates remarkable vitality in building a thriving ecosystem for digital innovation".中国高度发达的创新生态系统的发展促使许多跨国公司根据国家的前瞻性战略扩大了对该行业的投资。以宝马为例。这家德国汽车巨头计划在南京建立其第一个中国信息技术研发中心，这将代表该公司数字能力的巨大扩张。该中心将成为宝马在亚洲最大的IT研发中心，旨在通过植根于中国快速发展的技术格局的数字解决方案，加强宝马的全球生产、销售和售后系统。华晨宝马汽车公司总裁兼首席执行官Franz Decker在周五与当地政府的签字仪式上解释了这一决定，他表示，中国“在建立繁荣的数字创新生态系统方面表现出了非凡的活力”。The third China International Supply Chain Expo, which concluded on Sunday in Beijing, has earned a reputation for being a showcase for technological innovation and China's new quality productive forces. The expo highlighted how the country has embraced an innovation-driven development strategy in pursuit of high-quality development, which is expected to bring immense business opportunities for foreign companies. "Here in China ... the technology adoption is so fast," said Jensen Huang, Nvidia CEO, during an interview on the sidelines of the expo, citing how China's innovative applications are setting global trends. "The supply chain of China is a miracle. It is the largest and most complex in the world ... built on deep technology, AI and software."第三届中国国际供应链博览会于周日在北京闭幕，以展示技术创新和中国新型优质生产力而闻名。世博会强调了中国如何采取创新驱动的发展战略，追求高质量的发展，这有望为外国公司带来巨大的商机。英伟达首席执行官黄仁勋在世博会间隙接受采访时表示：“在中国……技术采用如此之快。”他引用了中国创新应用如何引领全球趋势。“中国的供应链是一个奇迹。它是世界上最大、最复杂的……建立在深厚的技术、人工智能和软件之上。”There have been some pointing to the actual use of FDI in China dropping 15.2 percent in the January-June period from a year earlier. Yet it should be noted that was amid a global decline in foreign investment, and the total volume of utilized FDI in China is 423.23 billion yuan, which remains significant. The decline can be attributed to the high comparison base last year. Any attempt to hype that foreign investment is leaving the country is out of ill intent.有人指出，1月至6月期间，中国实际使用的外国直接投资比去年同期下降了15.2%。然而，应该指出的是，在全球外国投资下降的情况下，中国利用的外国直接投资总额为4232.3亿元，仍然很可观。这一下降可归因于去年的高比较基数。任何炒作外国投资正在离开该国的企图都是出于恶意。In the past five years, the rate of return on FDI in China, at nearly 9 percent, still ranks among the highest around the world. It is the consensus among foreign investors that China remains an attractive destination for investment, not only because of its huge growth prospects, but also due to consistent government support aimed at enabling foreign-funded enterprises to achieve even greater success, as exemplified in an action plan that China released early this year to stabilize foreign investment.在过去的五年里，中国的外国直接投资回报率接近9%，仍然是世界上最高的。外国投资者普遍认为，中国仍然是一个有吸引力的投资目的地，这不仅是因为其巨大的增长前景，还因为政府一贯支持外资企业取得更大的成功，正如中国今年年初发布的一项稳定外国投资的行动计划所证明的那样。No matter how the external environment may evolve, China remains firmly committed to high-standard opening-up and always welcomes foreign companies to keep investing in China and explore the Chinese market to enjoy the country's development dividends and progress together.无论外部环境如何变化，中国都坚定地致力于高标准的对外开放，始终欢迎外国公司继续在中国投资，开拓中国市场，共同享受国家的发展红利和进步。multinationaln.跨国公司/ˌmʌltɪˈnæʃənəl/remarkable vitalityn.非凡的生命力/rɪˈmɑːkəbl vaɪˈtælɪti/
輝達 huī dá - NVIDIA, a major American technology company known for graphics processing units (GPUs)設立 shè lì - to establish or set up總部 zǒng bù - headquarters電腦展 diàn nǎo zhǎn - COMPUTEX執行長 zhí xíng zhǎng - CEO or executive director黃仁勳 Huáng Rénxūn - Jensen Huang, co-founder and CEO of NVIDIA宣布 xuān bù - to announce北投士林科技園區 (北士科) Běi tóu Shì lín Kē jì Yuán qū (Běi shì kē) - Beitou Shilin Technology Park, a tech district in Taipei業務 yè wù - business operations評估 píng gū - to evaluate or assess輝達星座 huī dá xīng zuò - NVIDIA Constellation, the name of NVIDIA's planned Taiwan headquarters; "星座xīng zuò" literally means "constellation"人才 rén cái - talent or skilled people星星 xīng xing - stars辦公大樓 bàn gōng dà lóu - office building研發中心 yán fā zhōng xīn - R&D center (Research and Development Center)創新中心 chuàng xīn zhōng xīn - innovation center人工智慧 rén gōng zhì huì - artificial intelligence (AI)領域 lǐng yù - field or area of expertise加分 jiā fēn - to give extra credit or enhance; metaphorically, to boost or improve技術 jì shù - technology or technique創新 chuàng xīn - innovation台積電 Tái jī diàn - TSMC (Taiwan Semiconductor Manufacturing Company)鴻海 Hóng hǎi - Foxconn, a major Taiwanese electronics manufacturer廣達 Guǎng dá - Quanta Computer, a Taiwanese tech company合作密切 hé zuò mì qiè - closely cooperate緊密 jǐn mì - tight or close (relationship, cooperation, etc.)機器人 jī qì rén - robot學術單位 xué shù dān wèi - academic institutions培養 péi yǎng - to cultivate or nurture (talent, skills)招募 zhāo mù - to recruit工程師 gōng chéng shī - engineer看重 kàn zhòng - to value or attach importance to強 qiáng - strong or powerful供應鏈 gōng yìng liàn - supply chain晶片 jīng piàn - chip (as in semiconductor chip)組裝 zǔ zhuāng - to assemble伺服器 sì fú qì - server (computer hardware)環節 huán jié - link or part (in a process or system)優秀 yōu xiù - excellent or outstanding高效能運算 gāo xiào néng yùn suàn - high-performance computing (HPC)If you're ready to take your Chinese to the next level, not just memorizing words but actually having meaningful conversations with Taiwanese people about real topics like politics, culture, war, news, economics, and more. I invite you to join a one-on-one trial lesson with me. I'll help you build a clear, personalized plan so you can speak more naturally and truly connect with others in Chinese. Book a one-on-one trial lesson with me !
Jensen Huang, a capo di Nvidia, si è recato a Pechino per la terza volta in un anno, confermando la grande rilevanza che il mercato cinese ha per la sua azienda. Accolto come un rockstar, Huang ha fatto un annuncio importante Le fonti audio della puntata sono tratte da: 黄仁勋点赞中国AI开源 称中美AI研究交流至关重要, Haokan Baidu, 15 luglio 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
Gaat de beursgong verdwijnen? Die kans bestaat, als het aan de beurshandelaren in Londen ligt tenminste. De Londen Stock Exchange overweegt om het sluiten van de beurs te schrappen. Ze willen 24 uur per dag gaan handelen. Ze zien dat particulieren juist pas na het sluiten aan het handelen slaan. Daar willen ze op inspelen. Wij, traditioneel als we zijn, zien ook wat haken en ogen. Welke, dat bespreken we deze aflevering. We hebben het ook nog over autobouwer Stellantis .Die komt met een enorme waarschuwing. Beleggers gingen uit van een kleine winst, over de afgelopen maanden. Maar Stellantis helpt ze uit die droom: er komt een verlies aan, van maar liefst 2,3 miljard euro over het eerste halfjaar. We vertellen je over Prosus, dat er alles aan doet om de overname van Just Eat Takeaway door te laten gaan. Ze zijn zelfs bereid om daarvoor een belang in een ander bedrijf af te bouwen. Prosus is ook groot-aandeelhouder van Delivery Hero, een Duitse maaltijdbezorger. De Europese Commissie is daar niet blij mee, want dan zou Prosus een te groot deel van de markt in handen krijgen. Daarom komt Prosus de commissie tegemoet, door haar belang in Delivery Hero te verkleinen. Verder in deze aflevering: Een ruzie tussen een Amerikaanse grootbank en de Chinese overheid Een ruzie tussen PostNL en de Nederlandse overheid Jensen Huang van Nvidia blijft maar aandelen verkopen En krijg je weer een BNR Beurs Handelsoorlog-update? Niemand weet het... Spannend! See omnystudio.com/listener for privacy information.
Gaat de beursgong verdwijnen? Die kans bestaat, als het aan de beurshandelaren in Londen ligt tenminste. De Londen Stock Exchange overweegt om het sluiten van de beurs te schrappen. Ze willen 24 uur per dag gaan handelen. Ze zien dat particulieren juist pas na het sluiten aan het handelen slaan. Daar willen ze op inspelen. Wij, traditioneel als we zijn, zien ook wat haken en ogen. Welke, dat bespreken we deze aflevering. We hebben het ook nog over autobouwer Stellantis .Die komt met een enorme waarschuwing. Beleggers gingen uit van een kleine winst, over de afgelopen maanden. Maar Stellantis helpt ze uit die droom: er komt een verlies aan, van maar liefst 2,3 miljard euro over het eerste halfjaar. We vertellen je over Prosus, dat er alles aan doet om de overname van Just Eat Takeaway door te laten gaan. Ze zijn zelfs bereid om daarvoor een belang in een ander bedrijf af te bouwen. Prosus is ook groot-aandeelhouder van Delivery Hero, een Duitse maaltijdbezorger. De Europese Commissie is daar niet blij mee, want dan zou Prosus een te groot deel van de markt in handen krijgen. Daarom komt Prosus de commissie tegemoet, door haar belang in Delivery Hero te verkleinen. Verder in deze aflevering: Een ruzie tussen een Amerikaanse grootbank en de Chinese overheid Een ruzie tussen PostNL en de Nederlandse overheid Jensen Huang van Nvidia blijft maar aandelen verkopen En krijg je weer een BNR Beurs Handelsoorlog-update? Niemand weet het... Spannend! See omnystudio.com/listener for privacy information.
In this episode of Live Players, Samo Buja and Erik Torenberg discuss the pivotal role of hardware in the advancement of AI, the strategic importance of semiconductor manufacturing, and the intricate geopolitical dynamics between the US, China, and Taiwan. —
Het gaat goed met Netflix. Heel erg goed, en dus verhogen ze de omzetverwachting voor het hele jaar! Er kwamen meer abonnees bij, die ook nog eens meer betalen. Ook verdient Netflix meer aan adverenties. Zouden we bijna de winst vergeten: die stijgt met bijna 48 procent!Alles lijkt goed te gaan bij Netflix. Alleen de hoge verwachtingen van beleggers en analisten lijken het aandeel nog naar beneden te krijgen. Dat bespreken we deze aflevering. Kijken we ook of Netflix niet het nieuwe goud is, je vluchthaven in onrustige tijden.Onrustig is het ook bij de Federal Reserve. De Amerikaanse centrale bank wordt steeds aangevallen door president Trump. Die vindt dat Fed-baas Jerome Powell een 'idioot' is die 'te traag is' met het verlagen van de rente. Arme Powell krijgt er nu nog een probleem bij: een van zijn collega's keert zich tegen hem. Over Trump gesproken. Hij lijkt de reden voor het abrupt stoppen van de Late Night Show. Of dat nog niet genoeg is, gaat hij nu ook achter Rupert Murdoch en zijn Wall Street Journal aan.Verder in deze BNR Beurs: Zuckerberg toch niet onder ede gehoord, tot frustratie van zijn eigen beleggers Saab scoort en niet alleen met de oude auto van de Navo-baas De beurs van Israël bereikt een nieuwe recordstand Hoe onrustiger, hoe beter. Amerikaanse zakenbanken profiteren en masse See omnystudio.com/listener for privacy information.
Het gaat goed met Netflix. Heel erg goed, en dus verhogen ze de omzetverwachting voor het hele jaar! Er kwamen meer abonnees bij, die ook nog eens meer betalen. Ook verdient Netflix meer aan adverenties. Zouden we bijna de winst vergeten: die stijgt met bijna 48 procent!Alles lijkt goed te gaan bij Netflix. Alleen de hoge verwachtingen van beleggers en analisten lijken het aandeel nog naar beneden te krijgen. Dat bespreken we deze aflevering. Kijken we ook of Netflix niet het nieuwe goud is, je vluchthaven in onrustige tijden.Onrustig is het ook bij de Federal Reserve. De Amerikaanse centrale bank wordt steeds aangevallen door president Trump. Die vindt dat Fed-baas Jerome Powell een 'idioot' is die 'te traag is' met het verlagen van de rente. Arme Powell krijgt er nu nog een probleem bij: een van zijn collega's keert zich tegen hem. Over Trump gesproken. Hij lijkt de reden voor het abrupt stoppen van de Late Night Show. Of dat nog niet genoeg is, gaat hij nu ook achter Rupert Murdoch en zijn Wall Street Journal aan.Verder in deze BNR Beurs: Zuckerberg toch niet onder ede gehoord, tot frustratie van zijn eigen beleggers Saab scoort en niet alleen met de oude auto van de Navo-baas De beurs van Israël bereikt een nieuwe recordstand Hoe onrustiger, hoe beter. Amerikaanse zakenbanken profiteren en masse See omnystudio.com/listener for privacy information.
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.
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.
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
Gary Cohn was National Economic Council Director in the first Trump administration, and now he's weighing in on U.S. inflation data and the nation's future monetary policy. If it were up to him, Cohn says he'd try cutting rates–just a little. Ben Gilbert & David Rosenthal are hosts of Acquired, a podcast boasting interviews with guests like Nvidia's Jensen Huang, Mark Zuckerberg, and Howard Schultz, as well as a million listeners per episode. Ten years into the project, Gilbert and Rosenthal discuss how they built such a loyal following–and how they monetized in the evolving media landscape. Plus, NYC Democratic Mayoral candidate Zohran Mamdani spoke directly to corporate America executives this week, and private assets may soon be part of 401(k)s. Gary Cohn - 16:03Ben Gilbert & David Rosenthal - 35:31 In this episode:Joe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie
On today's podcast: 1) President Donald Trump said he was likely to impose tariffs on pharmaceuticals as soon as the end of the month and that levies on semiconductors could come soon as well, suggesting that those import taxes could hit alongside broad “reciprocal” rates set for implementation on Aug. 12) Kevin Hassett, one of President Donald Trump’s longest-serving economic aides, is the early frontrunner to replace Jerome Powell as Federal Reserve chief next year, according to people familiar with the process.3) Nvidia Corp. boss Jensen Huang anticipates getting the first batch of US licenses to export H20 AI chips to China soon, formally allowing the company to resume sales of a much sought-after component to the world’s top semiconductor arena.See omnystudio.com/listener for privacy information.
In this episode of Hashtag Trending, hosted by Jim Love, NVIDIA's CEO Jensen Huang announces that the US will lift the ban on selling AI chips to China following a meeting with President Trump, potentially recovering significant lost sales. Meanwhile, Elon Musk's XAI secures part of an $800 million Pentagon contract despite recent controversies and setbacks. Autonomous robot surgery makes strides as a Johns Hopkins-developed robot successfully performs gallbladder removal independently. Additionally, a shift from large language models to smaller focused AI models is noted among enterprises seeking more explainability and data governance. The episode concludes with a surprising moment where a robot autonomously instructs others to cease work, highlighting unexpected AI behavior. 00:00 Introduction and Host Welcome 00:26 NVIDIA's Stunning Win on Chinese Sales 02:33 Grok Wins Pentagon Contract Despite Controversies 04:35 Autonomous Robot Surgery: A Leap Forward 06:10 Shift to Smaller Language Models in Enterprises 07:55 AI-Driven Robot Commands: A Surprising Development 09:01 Conclusion and Listener Appreciation
Beleggers en analisten droomden van het cijferseizoen, maar ASML maakt er een kleine nachtmerrie van. Ineens durft de directie niet meer te voorspellen. Ze weten niet of ze volgend jaar nog groeien. Iets waar ze drie maanden geleden nog wél vanuit gingen. Het zorgt voor een enorme klap voor het aandeel. Ruim 11 procent eraf. ASML trekt bovendien andere tech-aandelen mee in z'n val. Deze aflevering hebben we het over die gigantische tegenvaller. En over die onzekerheid. Waar komt die onzekerheid precies vandaan en wanneer is 'ie weg? Naast ASML hebben we het ook over de tegenaanval van Europa. Volgens persbureau Bloomberg zijn de Fransen namelijk helemaal klaar met Trump en zijn dreigementen en zetten ze zwaar geschut is. Meerdere landen willen meedoen, al is een deel enorm bang voor een escalerende handelsoorlog. Een slagveld, zo is de handelsdag voor Renault het best te omschrijven. De topman vertrekt en laat het bedrijf achter met beroerde cijfers. Beleggers schrikken zo erg van die resultaten (en de vooruitblik), dat het aandeel Renault een van de ergste dagen ooit beleefd. Verder hebben we het over Jensen Huang van Nvidia, die is zich aan het inlikken in China. Scott Bessent hoeft zich dan weer niet in te likken bij president Trump. Die ligt zo goed bij hem, dat hij hem openlijk noemt als de nieuwe Fed-baas. Sluiten we af met goed nieuws. Goldman Sachs overtreft alles en iedereen. Schrijft zelfs geschiedenis!See omnystudio.com/listener for privacy information.
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/
A.M. Edition for July 15. Nvidia says it's received assurances it can sell its H20 AI chips in China, days after CEO Jensen Huang met President Trump. Beijing bureau chief Jonathan Cheng breaks down how the announcement could tie into broader U.S.-China trade talks. Plus, bank earnings and fresh inflation data are poised to give investors dual snapshots of the state of the economy. And WSJ's Jack Pitcher explains that while the U.S. dollar's continued weakness is bad news for American travelers this summer, it's not the worst thing for U.S. companies this earnings season. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
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.
Nvidia scored a potential win today, after announcing that it expected to be able to sell its AI chips in China again after the Trump administration seemed ready to reverse course on its ban in April. Though Nvidia's less-performant chips give fast-growing rivals in China a chance to catch up, Nvidia also has an edge they don't: its software ecosystem. Plus, CEO Jensen Huang is in China today, marking his third visit to the country this year. It could signal a new era for the chipmaker chief, one that involves a more diplomatic role.
#川普 #Trump#美國 #川普#Trump#美國#晶片政策#輝達#NVIDIA#H20晶片#對中銷售#黃仁勳#Jensen_Huang#中國行#雷軍#小米#習近平#B52#戴志言#董立文
We moeten het hebben over Prometheus en Hyperion. Dan denk je misschien aan personages uit Transformers, maar het zijn toch écht de nieuwe projecten van Meta. Het moederbedrijf van Facebook wil namelijk gigantische datacenters met die namen bouwen. Datacenters waar Meta volgens eigen zeggen honderden miljarden dollars aan wil uitgeven. Mark Zuckerberg heeft een missie en dat is dat zijn Meta de AI-kampioen wordt. Hij wil de achterstand op bedrijven als Microsoft ombuigen in een voorsprong. Deze aflevering kijken we of dat niet ten koste gaat van de financiën van het bedrijf. Betalen beleggers niet zijn nieuwe fiasco?Hebben we het ook over Nvidia. Het is topman Jensen Huang gelukt: hij heeft exportrestricties weggewerkt. Van de Trump-regering mag hij bepaalde chips nu tóch naar China exporteren. Leuk voor hem, maar het lijkt erop dat Trump hiermee de Chinezen machtiger maakt. Machtig mooi zijn ook de kwartaalcijfers van drie grote Amerikaanse banken. JP Morgan, Citigroup en Wells Fargo komen met goede cijfers, al zitten er wel wat schoonheidsfoutjes in. Ook moeten beleggers een flinke waarschuwing verwerken van JP Morgan-baas Jamie Dimon. Die waarschuwt voor een waslijst aan slecht nieuws. Ook in deze uitzending: Robinhood is klaar voor de S&P500, maar de S&P500 negeert het bedrijf Aandeel TomTom beleeft extreem volatiele beursdag Allereerste Tesla-showroom geopend in India G20 is steeds meer de G19: Amerika komt steeds niet opdagen See omnystudio.com/listener for privacy information.
Today on the show, Fareed is joined by Alexander Gabuev, director of the Carnegie Russia Eurasia Center, to discuss the growing rift between Presidents Trump and Putin and what this means for the ongoing war in Ukraine. Next, the Financial Times' Rana Foroohar sits down with Fareed to speak about the implications of Trump's “Big, Beautiful Bill.” She says that poor MAGA voters may be hit the hardest by the cuts. Finally, chip designer Nvidia made history this week by becoming the first company to hit a $4 trillion valuation. CEO Jensen Huang joins the show for a wide-ranging conversation about the AI race between the US and China, the impact of AI on our jobs and how we can use AI in our everyday lives. GUESTS: Alexander Gabuev (@AlexGabuev), Rana Foroohar (@RanaForoohar), Jensen Huang Learn more about your ad choices. Visit podcastchoices.com/adchoices
De risico's voor China om Amerikaanse Nvidiachips te gebruiken voor belangrijke sectoren zijn te groot. Daarmee probeert ceo Jensen Huang de grootste zorgen bij de Amerikaanse overheid weg te nemen. Volgens Huang zal het Chinese leger het gebruik van Amerikaanse technologie juist vermijden vanwege de risico's en kunnen de Chinezen niet voldoende bouwen op Amerikaans materiaal. Rosanne Peters vertelt erover in deze Tech Update. De steeds strengere exportregels waar het Amerikaanse Nvidia mee te maken krijgt kost het bedrijf miljarden. Daarnaast wil Nvidia voorop blijven lopen in de halfgeleiderindustrie. Door de toenemende concurrentie in deze sector is het voor Nvidia des te belangrijker zaken te blijven doen met China, 's werelds grootste markt voor halfgeleiders. Daarom hoopt hij de grootste zorgen bij de Amerikaanse overheid weg te kunnen nemen. Woensdag zal Jensen Huang opnieuw een bezoek brengen aan Bejing. Verder in deze Tech Update: De Consumentenbond komt met een aanvullend advies over het gebruik van adblockers Nieuw onderzoek van Stanford University toont de risico's van het gebruik van therapiechatbots See omnystudio.com/listener for privacy information.
TSMC June 2025 Revenue Report, which still shows massive growth for AI stocks like AMD and Nvidia stock. Nvidia stock also closed at $4 Trillion dollars. Also News Tariffs from Trump to Canada and Jensen Huang met with the white house for dinner. Trump announces 35% tariffs on Canada starting Aug. 1A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 872% as of 4/28/2025 and measured against the S&P 500 returns of 160% as of 4/28/2025. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) | https://fool.com/jose | https://whatthechiphappened.comI have a position on $NVDA $AMD DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.Support the show
Nvidia (NVDA) closed above $4 trillion market cap for the first time on Thursday. CEO Jensen Huang's visit to China can be the next catalyst to boost its shares even higher, according to Jenny Horne. Appetite for A.I. remains strong, as Jenny notes AMD Inc.'s (AMD) massive rally off April lows. She later focuses on Tesla (TSLA) and its lowered price target from Golman Sachs. The firm sees tariff troubles ahead for the Mag 7 company.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
The Rise of Sovereign AI and Global AI Innovation in a World of US Protectionism // MLOps Podcast #331 with Frank Meehan, Founder and CEO of Frontier One AI.Join the Community: https://go.mlops.community/YTJoinInGet the newsletter: https://go.mlops.community/YTNewsletter// Abstract“The awakening of every single country is that they have to control their AI intelligence and not outsource their data" - Jensen Huang. Sovereign AI is rapidly becoming a fundamental national utility, much like defense, energy or telecoms. Nations worldwide recognize that AI sovereignty—having control over your AI infrastructure, data, and models—is essential for economic progress, security, and especially independence - especially when the US is pushing protectionism and trying to prevent global AI innovation. Of course this has the opposite effect - DeepSeek created by a Hedge Fund in China; India building the world's largest AI data centre (3 GW), and global software teams scaling, learning and building faster than ever before. However most countries lack the talent, financing and experience to implement Sovereign AI for their requirements - and it is our belief at Frontier One, that one of the biggest markets for AI applications, cloud services and GPUs will be global governments. We see it already - with $10B of GPUs in 2024 bought directly by governments - and it's rapidly expanding. We will talk about what Sovereign AI is - both infrastructure and software details / why it is crucial for a nation / how to get involved as part of the MLOps community. // BioCo-Founder of Frontier One - building Sovereign AI Factories and Cloud software for global markets.Frank is a 2X CEO | 2X CMO (with 2X exits + 1 IPO NYSE), Board Director (Spotify, Siri) and Investor (SparkLabs Group) with 20+ years of experience in creating and growing leading brands, products and companies.Chair of Improvability, automating due diligence and reporting for corporates, foundations and Governments with AI.Co-founder and partner at SparkLabs Group - investors in OpenAI, Anthropic, 88 Rising, Discord, Animoca, Andela, Vectara, Kneron, Messari, Lifesum + 400 companies in our portfolio. Investment Committee and LP at SparkLabs Cultiv8 with 56 investments in consumer food and regenerative agriculture companies.Co-founder and CMO - later CEO - of Equilibrium AI (Singapore), building it to one of the leading ESG and Carbon data management platforms globally. Equilibrium was acquired by FiscalNote in 2021, where he joined the senior leadership team, running the ESG business globally, and helping the company IPO in 2022 on the NYSE at $1.1B valuation.Board director at Spotify (2009-2012); Siri (2009-2010 exited to Apple); Lifesum (leading AI health app with 50 million users), seed investor in 88 Rising (Asia's leading independent music label); CEO/CMO and co-founder at INQ Mobile (mobile internet pioneer); and Global Director for devices and products at 3 Mobile.Started as a software developer with Ericsson Mobile in Sweden, after graduating from KTH in Stockholm and the University of Sydney with a Bachelor of Mechanical Engineering, and Master of Science in Fluid Mechanics.// Related Linkshttps://www.frontierone.ai/ and https://www.sparklabsgroup.com~~~~~~~~ ✌️Connect With Us ✌️ ~~~~~~~Catch all episodes, blogs, newsletters, and more: https://go.mlops.community/TYExploreJoin our Slack community [https://go.mlops.community/slack]Follow us on X/Twitter [@mlopscommunity](https://x.com/mlopscommunity) or [LinkedIn](https://go.mlops.community/linkedin)] Sign up for the next meetup: [https://go.mlops.community/register]MLOps Swag/Merch: [https://shop.mlops.community/]Connect with Demetrios on LinkedIn: /dpbrinkmConnect with Frank on LinkedIn: /frankmeehan/
De Amerikaanse belastingbetaler is in één klap de grootste aandeelhouder van een beursbedrijf. Het gaat om MP Materials, een bedrijf dat zeldzame aardmetalen wint en verwerkt. Het aandeel schoot gister meer dan 50 procent omhoog, nadat bleek dat het Amerikaanse ministerie van Defensie zich inkocht. Deze aflevering kijken we wat de Amerikanen precies met die aankoop willen, maar vooral ook wat volgt? Wat een ding is zeker, dit is een ongekende stap. Gaat de regering nog meer aandelen van beursbedrijven opkopen? Verder kijken we naar wéér een nieuw rondje tarieven van Trump. Hij bestookt nu de buurman, Canada. En zegt dat er een standaardtarief komt voor veel andere landen. Toch lijkt het beleggers allemaal niet meer te boeien. Zijn ze tarieven-moe? Ook bereiden we je voor op het cijferseizoen, dat ASML aanstaande woensdag in ons land aftrapt. Verder in deze aflevering: Amazon stopt nóg meer in Anthropic. Het bedrijf achter de AI-bot Claude. Nike trapt een baas van een dochterbedrijf op straat. Bij Levi's loopt het beter: dat verhoogt de omzet- en winstverwachting. Ben & Jerry's hebben een nieuwe baas. Jamie Dimon heeft kritiek op ons. Europa! See omnystudio.com/listener for privacy information.
After being the first company ever to top the $4 trillion market cap milestone, Nvidia still has a long runway ahead for growth, according to analysts. CEO Jensen Huang has been emphasizing how the company is evolving past chips. its full-stack solution includes autonomous vehicles and networking.
Met de oprichting van de AEX-index was het er al bij, maar het aandeel is nog steeds in trek. Sterker nog: geen een aandeel doet het dit jaar zó goed als ABN Amro. Vandaag kwam de bank met de voorlopige kwartaalcijfers. Deze aflevering kijken we (op basis van die cijfers) of het terecht is dat beleggers op het aandeel duiken. En vooral: of ABN deze winstreeks kan volhouden op de beurs.Gaat het ook over schoenen die naar het gezicht van directieleden worden gegooid. Dat soort heftig emotionele momenten gaan we niet meer meemaken op aandeelhoudersvergaderingen. Sterker nog: vergaderingen waren nog nooit zó rustig als nu. Directies proberen 'geen blauw oog' op te lopen en gaan steeds meer mee met voorstellen van aandeelhouders. De aandeelhouders van Tesla maken zich zorgen over Elon Musk. Gaat hij baasje spelen bij X, het voormalig Twitter? De aandeelhouders van Nvidia hebben helemaal geen zorgen. De beurswaarde ging door de magische grens van 4000 miljard dollar. Nog nooit is dat gebeurd bij een beursbedrijf!See omnystudio.com/listener for privacy information.
Fed-baas Jerome Powell is nog bijna een jaar de baas van de Amerikaanse centrale bank. Maar Trump zou deze zomer al 'de nieuwe Powell' willen benoemen. Volgens The Wall Street Journal mikt 'ie op september. Dat is veel eerder dan gebruikelijk. Iets waar beleggers van schrikken.We hebben het er deze aflevering over. We bespreken de kandidaten die genoemd worden, maar ook het risico van zo'n schaduwbaas. En of de angst van beleggers terecht is (en wat die dalende Dollar voor gevolgen heeft).Over centrale bankiers gesproken: we hebben het ook over de ECB. In Frankfurt hebben ze een bijzonder onderzoek gedaan. Ze hebben namelijk gekeken of ze ChatGPT kunnen inzetten voor hun onderzoek. Het korte antwoord: ja!Verder bespreken we de hype rondom het aandeel van Nvidia. Dat maakt ineens zijn comeback en dat heeft alles te maken met een aandeelhoudersvergadering en een enthousiaste topman. Al lijkt het er steeds meer op dat de aandeelhouders enthousiaster zijn dan de topman zelf... Ook gaat het over: Shell. Dat mag (omdat het geruchten over BP ontkent) nu niet op overnamepad. Jeff Bezos. Die probeert, nu Elon Musk weg is, te slijmen bij Trump. Ikea. Dat gaat de prijzen met 50 procent verlagen. See omnystudio.com/listener for privacy information.
Cleo Abram left Vox and started her YouTube show, Huge If True, 3 years ago. Since then, the channel has grown to nearly 6 million subscribers and she's become one of the most important tech journalists in the world. This week, Ben and Max talk to Cleo about why she started an optimistic show in an age of pessimism, the time she got space-sick in zero gravity, and how she navigates conversations with tech titans like Mark Zuckerberg and Jensen Huang. Sign up for Semafor Media's Sunday newsletter: https://www.semafor.com/newsletters/media For more from Think with Google, check out ThinkwithGoogle.com. Find us on X: @semaforben, @maxwelltani If you have a tip or a comment, please email us mixedsignals@semafor.com
Interview with Stephen Witt Altman's Gentle Singularity Sutskever video: start at 5:50-6:40 Paris on Apple Glass OpenAI slams court order to save all ChatGPT logs, including deleted chats Disney and Universal Sue A.I. Firm for Copyright Infringement Apple paper: The Illusion of Thinking: Understanding the Strengths and Limitations of Reasoning Models via the Lens of Problem Complexity Futurism on the paper Could AI make a Scorsese movie? Demis Hassabis and Darren Aronofsky discuss YouTube Loosens Rules Guiding the Moderation of Videos Meta Is Creating a New A.I. Lab to Pursue 'Superintelligence' Meta and Yandex are de-anonymizing Android users' web browsing identifiers Amazon 'testing humanoid robots to deliver packages' Google battling 'fox infestation' on roof of £1bn London office 23andMe's Former CEO Pushes Purchase Price Nearly $50 Million Higher Code to control vocal production with hands Warner Bros. Discovery to split into two public companies by next year Social media creators to overtake traditional media in ad revenue this year Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Stephen Witt Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: agntcy.org smarty.com/twit monarchmoney.com with code TWIT spaceship.com/twit
Interview with Stephen Witt Altman's Gentle Singularity Sutskever video: start at 5:50-6:40 Paris on Apple Glass OpenAI slams court order to save all ChatGPT logs, including deleted chats Disney and Universal Sue A.I. Firm for Copyright Infringement Apple paper: The Illusion of Thinking: Understanding the Strengths and Limitations of Reasoning Models via the Lens of Problem Complexity Futurism on the paper Could AI make a Scorsese movie? Demis Hassabis and Darren Aronofsky discuss YouTube Loosens Rules Guiding the Moderation of Videos Meta Is Creating a New A.I. Lab to Pursue 'Superintelligence' Meta and Yandex are de-anonymizing Android users' web browsing identifiers Amazon 'testing humanoid robots to deliver packages' Google battling 'fox infestation' on roof of £1bn London office 23andMe's Former CEO Pushes Purchase Price Nearly $50 Million Higher Code to control vocal production with hands Warner Bros. Discovery to split into two public companies by next year Social media creators to overtake traditional media in ad revenue this year Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Stephen Witt Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: agntcy.org smarty.com/twit monarchmoney.com with code TWIT spaceship.com/twit
Interview with Stephen Witt Altman's Gentle Singularity Sutskever video: start at 5:50-6:40 Paris on Apple Glass OpenAI slams court order to save all ChatGPT logs, including deleted chats Disney and Universal Sue A.I. Firm for Copyright Infringement Apple paper: The Illusion of Thinking: Understanding the Strengths and Limitations of Reasoning Models via the Lens of Problem Complexity Futurism on the paper Could AI make a Scorsese movie? Demis Hassabis and Darren Aronofsky discuss YouTube Loosens Rules Guiding the Moderation of Videos Meta Is Creating a New A.I. Lab to Pursue 'Superintelligence' Meta and Yandex are de-anonymizing Android users' web browsing identifiers Amazon 'testing humanoid robots to deliver packages' Google battling 'fox infestation' on roof of £1bn London office 23andMe's Former CEO Pushes Purchase Price Nearly $50 Million Higher Code to control vocal production with hands Warner Bros. Discovery to split into two public companies by next year Social media creators to overtake traditional media in ad revenue this year Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Stephen Witt Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: agntcy.org smarty.com/twit monarchmoney.com with code TWIT spaceship.com/twit
Interview with Stephen Witt Altman's Gentle Singularity Sutskever video: start at 5:50-6:40 Paris on Apple Glass OpenAI slams court order to save all ChatGPT logs, including deleted chats Disney and Universal Sue A.I. Firm for Copyright Infringement Apple paper: The Illusion of Thinking: Understanding the Strengths and Limitations of Reasoning Models via the Lens of Problem Complexity Futurism on the paper Could AI make a Scorsese movie? Demis Hassabis and Darren Aronofsky discuss YouTube Loosens Rules Guiding the Moderation of Videos Meta Is Creating a New A.I. Lab to Pursue 'Superintelligence' Meta and Yandex are de-anonymizing Android users' web browsing identifiers Amazon 'testing humanoid robots to deliver packages' Google battling 'fox infestation' on roof of £1bn London office 23andMe's Former CEO Pushes Purchase Price Nearly $50 Million Higher Code to control vocal production with hands Warner Bros. Discovery to split into two public companies by next year Social media creators to overtake traditional media in ad revenue this year Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Stephen Witt Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: agntcy.org smarty.com/twit monarchmoney.com with code TWIT spaceship.com/twit
In this episode, Scott Becker highlights the leadership and resilience of standout leaders in business and healthcare.
Episode 593: Neal and Toby dive into Nvidia's Q1 earnings which topped expectations but came with a warning from CEO Jensen Huang. Then, companies are looking to cash in on Bitcoin's rising price as it looks to build crypto reserves. Also, consulting firms are experiencing a world of pain as cut backs on federal spending have led to mass layoffs. Meanwhile, Neal shares his favorite numbers on NYC's congestion pricing, the New York's Knicks, and the Birthday Effect. Finally, the US Court of International Trade just blocked Trump's reciprocal tariffs. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. LinkedIn will even give you a $100 credit on your next campaign so you can try it yourself. Go to LinkedIn.com/MBD Terms and conditions apply. Only on LinkedIn Ads. Check out more Maxinomics videos: https://www.youtube.com/@Maxinomics Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
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