Deepak Pathak

This is Bloomberg Tech.

Coming up, the U.S.

Commerce Department moves closer to allowing NVIDIA to sell its H200 AI chips to China.

Plus, robotic startup Skilled AI just closed a $1.4 billion funding round, tripling its valuation in seven months.

We'll discuss with the CEO, Deepak Papak.

And Netflix is working to revise its bid for Warner Brothers Discovery, shifting to an all cash offer.

As you see, though, those names in the red and in general, the market on the downside.

We still got geopolitical anxiety.

We still got earnings coming thick and fast.

And we still got an asset 100 off by one and a half percent.

Not so in the world of commodities.

A search for safety, a bid as the dollar falls.

We see 2.8% higher on the Bitcoin rally, so maybe a bit of catch up with digital gold, where we see spot gold and a new record high.

Up 0.7%, copper, all important commodity to our world of AI and data centers, Ed.

We're at a new record high on an intraday basis.

We're up 0.5%, just coming off of that high on the day, but Ed, it's notable and shift of this year.

Right.

Rules and requirements are changing in the world of AI chips.

The U.S.

Commerce Department out with clarification, which impacts NVIDIA and its H200 that it wants to ship to China, but also impacts AMD as well.