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Ed Ludlow

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10074 total appearances
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Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

It's a resource and constraint issue.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

But what else are you putting in the story here?

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

Because Meta was the sort of flag waver for open source.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

That was their open source model earlier this year.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

The report is a must read.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

Bloomberg's Riley Griffin with the reporting alongside Kurt Wagner.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

Thank you very much.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

President Trump decided to let Nvidia sell its H200 AI chips to China after concluding the move carried a lower security risk because the company's Chinese arch rival, Huawei, already offers some AI systems with comparable performance.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

That's according to a Bloomberg source.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

Bloomberg tech reporter Maggie Eastland joins us.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

Maggie, you and I broke this story together yesterday

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

As we understand it, right, the president was presented with a range of options from exporting no technology at all to the latest technology, and they landed somewhere in the middle.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

Take it from there and what else we reported and what we know about the Huawei Cloud Matrix 384 system.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

The main focus, as I understand it, is that H200 is 18 months behind Blackwell, generation to generation, and that's the comfort level this administration has.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

NVIDIA's down 1.3% in the session right now.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

The other big report out there is from the Information, which reported that DeepSeq smuggled in thousands of Blackwell chips

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

into China, getting them from countries of origin where they were allowed, dismantling the servers.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

Nvidia has come out with a statement, Maggie, pushing back on that report.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

Let's start with that Nvidia statement, please.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

Bloomberg's Maggie Eastland, who's out in D.C., covers the intersection of tech and politics with the reporting.