Isabel Lee

speaker

32 appearances 7 recordings 1 series first heard Jan 2026 last heard 1 Apr

Isabel Lee’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 6.

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Bloomberg's Isabel Lee has more.

the war in the Middle East.

And they did say that.

They said the company is seeing a lot of inventory in Europe and the Middle East.

The government is obviously prioritizing the needs of major Chinese hyperscalers.

But what does this mean for NVIDIA?

It's definitely a major win because NVIDIA has been angling for years to resume business with a world's largest semiconductor.

We have CEO Jensen Huang saying that the AI chip segment alone could generate $50 billion in the coming years.

So that's definitely an eye-popping number.

You know, Beijing is close to formally approving imports of components essential to running AI.

That's according to people familiar with the matter.

And this means Beijing will encourage companies to buy a certain amount of domestic chips as a conditional approval.

So the government is obviously prioritizing the needs of major Chinese hyperscalers.