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This is Bloomberg Tech coming up.

Invidia says it's now getting orders from China and ramping up sales of its H-200 chips.

Plus, NVIDIA CEO Jensen Wang says that OpenClau is, quote, definitely the next chat cheap.

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, royaled 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 5 tenths of a percent, the S&P is lower after

two straight days of gains, and this is as we see oil spiral higher, at more than 5.5%.

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 inflation pressure is already here in the United States. What will the Fed do later today? All eyes on macro policy at this moment. But there's also all eyes on what's happening in terms of individual stocks. And there is a macro tale at play when it comes to Invidia and the demand for compute and also what's happening with China. Demand signals. Actually a sign-off from the Chinese government at least. We're starting to see a bit more of an appetite for buying into Invidia stocks as GTC continues. Let's just get more context.

On the market moves and what's happening with Invidia, Bloomberg, Carmen Reineke, joins us.

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