Peter Elstrom

speaker

634 appearances 21 recordings 1 series first heard Nov 2025 last heard 10 Sep

Peter Elstrom’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 — 21 in all, peaking in Jul 2026 with 5.

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Bloomberg Tech · Nvidia's AI Push, Paramount's Merger Pause & China's AI Race · 21 Jul 2026 podcast

Is TSMC, but Intel and Samsung in particular are trying to get that business and TSMC wants to keep it. voice-verified

So they've been raising prices, but very, very cautiously. voice-verified

And despite those rich profit margins and some of their customers like uh NVIDIA, they've been cautious about this. voice-verified

So now what we're hearing is that they are going to raise prices, but very incrementally, five to ten percent, to be able to capture some more of that profit margin. voice-verified

That's partly key for them because they are changing their voice-verified

business model in a sense, they're manufacturing now chips not just just in Taiwan, but they're trying to build these facilities in other countries, particularly the United States. voice-verified

So part of this is just to try to capture some of that profit that we've seen in the rest of the AI industry. voice-verified

Well, Scott Benison actually gave an interview today where he talked about some of these issues. voice-verified

There are there are many different issues that they uh that they want to discuss around AI, including AI security, proper uses of AI models. voice-verified

But there's also this question about IP and AI. voice-verified

As we've heard, uh Anthropic and OpenAI have accused some Chinese companies of distilling their AI technology, trying to essentially take a short voice-verified

Shortcut to be able to develop their own models. voice-verified

We talked about Moonshot a lot over the past few days. voice-verified

Moonshot is one of those companies, there have been others also, Deep Seek, that's been accused of distillation. voice-verified

So Besson, and I think the U.S. voice-verified

side wants to raise this question and try to set some boundaries about what's appropriate and what's not. voice-verified

The AI industry is the is evolving so quickly at this point, it's not clear how much distillation you can do. voice-verified

Many companies, America, voice-verified

American AI companies also do distillation themselves to check their models and verify. voice-verified

One of the big questions is how much can you do without crossing that line into what's considered either illegal or uh uh untoward in the industry? voice-verified

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