Bloomberg’s Ed Ludlow looks at the landscape for semiconductors as the US says its may curb AI chip exports from the likes of Nvidia and AMD over national security concerns. Plus, Nvidia’s production delays may be over as Dell servers are set to ship out with the latest Blackwell chips, and more than meets the eye, the undisclosed human touch behind Tesla’s Optimus robots.
Chapters:
00:01:38 – US Weighs Export Limits on AI Chips
00:06:28 – Chip Sector Under Pressure
00:13:58 – Tesla Optimus Robots Had Human Helpers
00:18:21 – Dell’s Lewis on Servers with New Nvidia AI Chips
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