Stephen Engel

speaker
47 appearances 10 recordings 3 series first heard Nov 2025 last heard today

Stephen Engel’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
5 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 10 in all, peaking in Jun 2026 with 5.

Appearances

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Essentially, the Chinese point of view is that the Europeans have been concentrating almost all of their efforts on securing chips and rare earths, where China wants more clarity on market access to Europe.
NVIDIA CEO Jensen Huang calls agentic AI useful AI and says it's going to be the next main driver of AI adoption and AI investment.
He calls it the agentic age.
Huang was in full salesman mode here at Computex in Taipei.
NVIDIA, of course, is a dominant player in AI data centers, and Huang says its latest AI supercomputing platform, Vera Rubin, is now in full production.
NVIDIA's most ambitious endeavor to date, he says.
Now, NVIDIA is also launching a reboot into home computers.
He wants to, quote,
reinvent the PC with its new RTX Spark super chip built with Taiwan's MediaTek that will be offered in high-end laptops and desktops from the likes of Dell and Lenovo this fall.
It's Nvidia's stab at loosening the stranglehold of Intel and move the humble home computer into the agentic AI age.
Oh, and you know all that talk of late about AI eliminating jobs?
Well, Jensen Huang calls that notion complete nonsense.
He says agentic AI is going to be a generator of GDP, and that creates jobs.
Stephen Engel, Bloomberg News, at Computex in Taipei.
Do you agree with what Jensen said as well today?
He says AI and what they're doing is a GDP generator.
I think the latest numbers that did come out of the forecast for Taiwan is almost 10% growth this year in GDP on top of 7% last year.
So how do you change your revenue mix where most of your revenue is coming from your consumer-facing products, like the chat box, Xingye and also Hylio, uh which last year's that's like the text-to-video generation.
But next year as you go into your model three, right, from 2.7 to 3, what w how is your revenue mix gonna change?
Boeing airplanes, soybeans, rare earths, perhaps even the most advanced AI chips could all be up for discussion.
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