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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.
Appearances
They are making progress in terms of producing those domestic chips.
They still want to buy Nvidia chips.
Those are still the best ones on the market.
But to the extent that they can use Huawei to handle some of the inference and some of the training, that's going to be a big advance and a big positive impact for the Chinese companies.
in the private sector.
Like
Tencent.
Yeah, the Chinese companies would like to be able to buy NVIDIA chips if they can.
They'd like to be able to get the most advanced ones on the market.
They can't buy Blackwell's right now.
The U.S.
has allowed them to buy these H200 chips, as we've talked about before on this show.
But Beijing has a very vested interest in trying to get them to use domestic chips like the ones from Huawei.
Yeah.
Talk about pulling levers to try to help your share price.
You're seeing this out of South Korea in spades.
Yeah.
So today we got Samsung Electronics talking about returning 80 billion dollars in cash to their shareholders.
That'll be through dividends and through some buybacks.
They haven't said exactly how they're going to split those numbers.
Showing 81–100 of 634 · page 5 of 32
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