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Deepak Pathak

๐Ÿ‘ค Speaker
341 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

And in a week, January 21st, that's when the tender offer for certainly the Paramount Skydance side of the equation runs outright.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

I mean, do we get any signal for investors that they're at all interested in that side?

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

You know, investors have been split.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Some of the big investment funds, you know, they don't say anything, but we have spoken with a number of the major shareholders, and I'd say their reactions range from we prefer Netflix to we prefer Paramount, and then a lot of people in the middle are basically saying, you know, tie right now goes to the winner, which is Netflix, but we hope slash expect that Paramount will increase its offer, which doesn't seem to be the Paramount move.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Just very quickly, remind us of the state of play, the difference between the two bids.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Well, Netflix's bid is for just the studio and streaming service, so Warner Brothers and HBO.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Paramount's bid is for the whole company, so that includes all the cable networks like CNN, TNT, TVS, and the like.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Bloomberg's Lucas Shaw, who leads the team at Screen Time that has led the way on reporting this story.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Thank you so much.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Now coming up on Bloomberg Tech, robotics startup Skilled AI just closed a $1.4 billion funding round, a big valuation, tripling from a year.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

This is next.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

This is Bloomberg Tech.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Welcome back to Bloomberg Tech.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Let's check in on the markets that are under pressure.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Look, we've got a wall of worry as we come to the earning season, geopolitical risks, and we see some drag down in big tech.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

We're off by 1.3% on the Nasdaq.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

In fact, two straight days of losses on the S&P.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

We're coming off of record highs.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Nvidia, of course, confronting that news that maybe H200s could be getting closer to exporting to China.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

But at the moment, we're under pressure.