Nvidia plans to resume sales of its H20 AI chip in China after securing Washington’s assurances that such shipments would get approved, a dramatic reversal from the Trump administration’s earlier stance on measures designed to limit Beijing’s AI ambitions. US government officials told Nvidia they would green-light export licenses for the H20 artificial intelligence accelerator, the company said in a blog post on Monday — a move that may add billions to Nvidia’s revenue this year, restoring its ability to fulfill orders it had written off as lost due to government restrictions.
Today's guests: Arend Kapteyn, UBS Investment Bank Global Head of Economics & Strategy Research, Amanda van Dyke, Critical Minerals Hub Co-Founder and Managing Director, Francesca Ghiretti, RAND Europe China Initiative Director
Chapters:
00:00:00 - The Pulse With Francine Lacqua
00:01:53 - Trump Says He's Open to Talks With EU
00:05:37 - Arend Kapteyn, UBS Investment Bank Global Head of Economics & Strategy Research
00:11:58 - Nvidia Jumps Premarket on Plans to Resume China H20 Chip Sales
00:14:16 - China's Rare-Earth Metal Exports Spike to Highest Since 2009
00:20:01 - Francesca Ghiretti, RAND Europe China Initiative Director
00:21:35 - Amanda van Dyke, Critical Minerals Hub Co-Founder and Managing Director
00:24:20 - Trump Disappointed With Putin
00:26:26 - Trump Says US Not Paying for Patriot Missiles
00:29:54 - Labour Lawmakers Call for Wealth Tax
00:32:00 - Alastair King, City of London Mayor
00:40:58 - EU Prepares to Counter US Tariffs
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More on Bloomberg Television and Markets
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Today's guests: Arend Kapteyn, UBS Investment Bank Global Head of Economics & Strategy Research, Amanda van Dyke, Critical Minerals Hub Co-Founder and Managing Director, Francesca Ghiretti, RAND Europe China Initiative Director
Chapters:
00:00:00 - The Pulse With Francine Lacqua
00:01:53 - Trump Says He's Open to Talks With EU
00:05:37 - Arend Kapteyn, UBS Investment Bank Global Head of Economics & Strategy Research
00:11:58 - Nvidia Jumps Premarket on Plans to Resume China H20 Chip Sales
00:14:16 - China's Rare-Earth Metal Exports Spike to Highest Since 2009
00:20:01 - Francesca Ghiretti, RAND Europe China Initiative Director
00:21:35 - Amanda van Dyke, Critical Minerals Hub Co-Founder and Managing Director
00:24:20 - Trump Disappointed With Putin
00:26:26 - Trump Says US Not Paying for Patriot Missiles
00:29:54 - Labour Lawmakers Call for Wealth Tax
00:32:00 - Alastair King, City of London Mayor
00:40:58 - EU Prepares to Counter US Tariffs
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
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More from Bloomberg:
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Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
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Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts