Bloomberg’s Caroline Hyde discusses Nvidia&#x27;s outlook as the company says it&#x27;s now getting orders from China and is ramping up sales of its H200 chips. Plus, the CEO of Nvidia, Jensen Huang, calls OpenClaw &quot;the next ChatGPT&quot;, sending Chinese AI stocks higher. And the CEO of Kalshi, Tarek Mansour, gives an exclusive interview after Arizona filed criminal charges against the prediction market platform.<br>See omnystudio.com/listener for privacy information.

Nvidia Says It’s Getting Orders From China

Bloomberg Tech

# Full Transcript

**Podcast:** Bloomberg Tech

## Participants

- **Caroline Hyde** (Bloomberg)
- **Ed Ludlow** (Bloomberg)
- **Carmen Reinecke** (Bloomberg)
- **Kim Forrest** (Boca Capital Partners)
- **Tim Stenevich** (Bloomberg)
- **Tarek Mansour** (Kalshi)
- **Rachel Metz** (Bloomberg)
- **Yukyung Lee** (Bloomberg)
- **Uge de Moor** (Expo)
- **Darian Eshirazi** (Gradient Ventures)

## Transcript

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Go. This is Bloomberg Tech. Coming up, NVIDIA says it's now getting orders from China and ramping up sales of its H200 chips. Plus, NVIDIA CEO Jensen Wang says that OpenClaw is, quote, definitely the next ChatGPT. A comment that sent Chinese AI stocks higher. And we bring you an exclusive interview with the CEO of Kalshi. That's after Arizona filed criminal charges against the

prediction market platform. But first, we check in on these public markets, roiled by geopolitics, by macro events. And we keep an eye on what's happening in terms of the stock market. Now, that 100 is off by five tenths of a percent. The S&P is lower after two straight days of gains. And this is as we see oil spiral higher up more than 5.5 percent. This is a question of conflict in the Middle East that seems to be accelerating. And we're starting to see infrastructure continue

to be targeted. That is, of course, spiraling concerns about oil prices. Now, all of this is an inflationary pressure on the back of PPI numbers today that show that inflationary pressure is already here in the United States. What will the Fed do later today? All eyes on macro policy at this mome...

Nvidia Says It’s Getting Orders From China

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Nvidia Says It’s Getting Orders From China

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.