

US Discusses Curbing AI Chips
Oct 15, 2024
Ian King, Bloomberg's semiconductor reporter, dives into the implications of potential U.S. export restrictions on AI chips, discussing how this may impact tech giants like Nvidia and AMD. Lisa Erickson shares insights on investment trends in the semiconductor industry amid these challenges. Max Chafkin reveals intriguing details about Tesla's Optimus robot, hinting at the unexpected human efforts behind its development. Arthur Lewis discusses Dell's rollout of Nvidia's latest Blackwell chips, highlighting significant advancements in AI technology.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Navigating AI Chips and Market Trends
02:39 • 11min
Opportunities in AI Investment and Development
13:31 • 2min
Tech Industry Developments and Challenges
15:24 • 4min
Investing in the AI Revolution
19:54 • 2min
NVIDIA's Blackwell Chips: Dell's Innovations and Market Dynamics
22:09 • 5min