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 monthsRecordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 6.
Appearances
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.
Bloomberg News Now · Stocks Open Mixed, US Winter Watch, China Open to Nvidia, More · 23 Jan 2026
podcast
Chinese officials have told the largest firms in China, this includes Alibaba, Tencent and ByteDance, that they can prepare orders for NVIDIA's H200 AI chips.
So this suggests that, 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 requirement.
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.
But what does this mean for NVIDIA?
It's definitely a major win because NVIDIA has been angling for years to resume business with the 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.
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