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Bloomberg Tech

Nvidia, AMD Set to Resume Some AI Chip Sales to China

Bloomberg Tech

Bloomberg

Tech News, News, Business News

4.470 Ratings

🗓️ 15 July 2025

⏱️ 50 minutes

🧾️ Download transcript

Summary

Bloomberg’s Ed Ludlow discusses changes to US trade restrictions that will allow Nvidia and AMD to sell some AI chips to China. Plus, AI and Crypto Czar David Sacks and Energy Secretary Chris Wright both join from the inaugural Pennsylvania Energy and Innovation Summit. And Cognition AI agrees to buy Windsurf.

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Transcript

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0:00.0

A warming planet, complex geopolitics and fierce competition means business operations are under more scrutiny than ever before.

0:08.4

Returning to Singapore this July, the Bloomberg Sustainable Business Summit is uniting leaders and investors to explore how sustainability efforts can bolster resilience and mitigate risk.

0:19.0

Summit advisor Bangkok Bank presenting sponsor Schneider Electric,

0:23.1

supporting sponsor Fraser's property.

0:25.2

Learn more at Bloomberg Live.com

0:27.0

slash SBS-Syshirepor.

0:32.4

Bloomberg Audio Studios,

0:34.9

Podcasts, Radio News.

0:41.8

Music Audio Studios. Podcasts, Radio News. Bloomberg Tech is live from coast to coast with Caroline Hyde in New York and Ed Lovlo in San Francisco.

0:52.8

This is Bloomberg Tech coming up, a U.S. reversal as Nvidia and AMD are set to resume some AI chip sales to China.

1:01.0

Plus we're live from the inaugural Pennsylvania Energy and Innovation event are conversations with US Energy Secretary Chris Wright and White House AI and Cryptozar David Sacks.

1:11.6

An AI startup cognition has agreed to buy what remains of Windsor for an undisclosed sum.

1:17.6

Both CEOs join us later this hour.

1:20.6

Let's get back to our top story and that is that Nvidia and AMD will start selling some AI chips back into China after the administration

1:30.1

and US government signalled that they would secure the licenses and approvals to do so.

1:35.9

Nvidia continues to push higher, a fresh record highs, $4.2 trillion market cap company.

1:41.1

We know the story there. Jensen Huang right now is in China. AMD trading at its highest

1:46.4

level since October. There are many questions about why now. Let's get out to Washington, D.C.

1:52.7

Bloomberg's Mike Shepard. And that's where I start. The timing of this mic, very interesting.

1:57.2

What do you make of it? Well, it's fascinating. This announcement today from Envidia in the overnight hours comes

2:04.6

less than a week after Jensen Wong sat down with President Donald Trump in Washington at the White House

2:10.6

for a closed-door meeting. Now, we don't know what was said in private between the two men, but one thing

...

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