Business
China’s Plan to Dodge US Chip Curbs
Key members of China’s most influential scientific body have outlined plans on how to get around US chip sanctions. An article by two senior academics argue that Beijing should build a portfolio of patents that govern the next generation of chipmaking. Peter Elstrom reports on Bloomberg Television.
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Business
Inside Carlyle’s Global Investment Conference, Bessent Faces Big Questions
Get a jump start on the US trading day with Dani Burger and Isabelle Lee on “Bloomberg Open Interest.” Dani Burger is at Carlyle’s Global Investor Conference, talking defense tech, AI and the outlook for credit with Ian Fujiyama, Jason Thomas and Alex Chi. Plus, the Fed under pressure, questions over an AI slowdown and Scott Bessent in the Capitol Hill spotlight on inflation, energy and AI.
Chapters:
00:00:00 – Open Interest
00:02:11 – Harvey Schwartz CEO Carlyle | Fed Outlook, Rates, Inflation & Why Zero Rates Aren’t Coming Back
00:02:45 – Jason Thomas | Fed Under Pressure, Rising Yields & Why Another Rate Hike May Follow
00:06:30 – Jason Thomas | AI Capex Boom, Data Center Risks & Why Markets May Be Underpricing Risk
00:15:04 – High Interest | Altera IPO Filing, AI Existential Threat Warning & Bessent’s Debt Strategy
00:16:01 – Fed Dot Plot, Scott Bessent Testimony & Why Real Rates Matter
00:19:30 – Nimrit Kang Northstar Asset Management | AI Slowdown Risks, Market Leadership & Portfolio Positioning
00:29:40 – Harvey Schwartz CEO Carlyle | Private Credit Risks, Rising Rates & Carlyle’s Outlook
00:30:10 – Alex Chi Carlyle Deputy CIO | Private Credit, Maturity Wall, Defaults & Direct Lending Opportunities
00:38:29 – John Redett Carlyle Co-President and Head of Global Private Equity | Carlyle’s Fundraising Boom, AI Investment Trends & Private Equity Outlook
00:42:21 – John Redett Carlyle Co-President and Head of Global Private Equity | AI Infrastructure, Data Centers & Why the AI Investment Cycle Continues
00:46:40 – Scott Bessent Testimony Begins | IMF, World Bank, Growth Agenda & U.S. Economic Strategy
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Business
No Market Panic, Oil Volatility: 3-Minute MLIV
Mark Cudmore and Anna Edwards break down today’s key themes for analysts and investors on “Bloomberg Markets Europe.” For up to the minute market intelligence and insight, click MLIV <GO>.
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Business
Trump’s AI Defense Defies Voter Unease; UK Payrolls Drop
President Donald Trump’s opposition to guardrails on artificial intelligence puts him at odds with a growing number of lawmakers from both parties, with AI safety fears adding to voters’ misgivings about the technology heading into the midterm elections.
Britain’s employers shed workers at the fastest rate in nine months, according to figures that emphasized the weak state of the jobs market ahead of the Bank of England’s latest interest rates decision on Thursday.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.
Chapters:
00:00:00 – The Opening Trade
00:00:28 – Market Check
00:03:57 – US 10-Year Yield Highest Since 2007
00:06:27 – Oil Price Gains on Saudi Pipeline
00:08:21 – Chip Stock Selloff
00:15:21 – Bond Makret
00:27:12 – Energy Prices
00:27:30 – Brent Crude Price
00:36:55 – China Economy Momentum Stays Weak
00:47:12 – Stocks to Watch: Defense, Luxury, Banks
01:04:33 – London Fashion Week
01:08:58 – UK Jobss
01:23:27 – Need More AI Regulation: Canada’s Mark Carney
01:28:15 – Novo to Disclose ‘Next Chapter’ Soon
01:32:52 – UK Inflation
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Business
How China Is Responding to Calls to Rein in AI
Bloomberg’s Yvonne Man speaks with Artificial Analysis’s Micah Hill-Smith about the AI race, China’s role in it, and the growing debate over model safety.
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Business
Xi Pitches AI Vision as Silicon Valley Leaders Tap Brakes
“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
Chapters:
00:00:00 – The China Show opens
00:03:13 – AI leaders back slower development over safety concerns
00:06:53 – Artificial Analysis’ Micah Hill-Smith on the need for stronger AI safeguards
00:14:36 – Triada Capital’s Monica Hsiao on why US inflation remains sticky
00:26:30 – Triada Capital’s Monica Hsiao on what to expect from the Fed and BOJ this week
00:29:49 – Chinese chip stocks withstand pressure from broader Asia selloff
00:35:02 – Xi resets ties with Modi on first India visit in seven years
00:39:29 – Z.AI seeks stock and bond sale to fund AI development
00:48:23 – OpenAI delays IPO to focus on AI safety
00:57:13 – Goldman Sachs’ Si Fu on why AI profits are shifting toward hardware
01:05:58 – Former New York Fed President Bill Dudley on why he expects more rate hikes after September
01:11:56 – Chevron’s Balaji Krishnamurthy on why LNG prices will remain elevated near term
01:16:30 – AI infrastructure spending seen cushioning chip selloff
01:19:12 – Why Z.AI’s latest fundraising is unlikely to be its last
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@roostersideburns3440
January 31, 2024 at 11:41 pm
why do they need to plan to get around them.. the ccp claimed they make better chips now all the sudden
@sebastianmalik7128
January 31, 2024 at 11:41 pm
You now how expensive you are.
@edwardlaw797
January 31, 2024 at 11:41 pm
Too late. China is now forced to develop like the Taiwanese. God forbids China doesn't come up with something better. If it does it's game over for us. Bill Gates was right bad move to bane chip sales to China. Years ago at one point they were the leader but decided to buy from us because it's cheaper… we should've continued. That's the REAL Loss now. Aye. Where did Biden and the admin go to school? Harvard and Yale LAW schools. 🙂 This is also causing reverse brain drain. Drove through San Jose silicone valley it's all Asian… aye.
@skyy4548
January 31, 2024 at 11:41 pm
The easiest way to think is that America will be a leader in technology forever, and that we have the brain power. Yet China's fast development in every technology, science, and business means that the momentum is on China side.
@ckwong1533
January 31, 2024 at 11:41 pm
China should eventually catch up just like what they have done in space station. Sanction only accelerate the process of catching up?
@garyjones6438
January 31, 2024 at 11:41 pm
BAN CHINESE ANDINDIAN GOODS ,THEY ARE FUNDING PUTIN
@ronaldflockhart5485
January 31, 2024 at 11:41 pm
CCP plan to overcome chip shortages is to invade Taiwan.
@holyalmightycreatorgroup2015
January 31, 2024 at 11:41 pm
A.) Strongest disaster will never stop, this very simple letter will completely and entirely change the whole world, if you cannot do it. Blame yourself.
1.) 8 Billions of money every month to receive for all 1,000 most beautiful women name holder title of Almighty Creators Group in every Island from every Country.
2.) 5-10 Billions of money job payment every month to all Politicians and Government workers in every Country including all the Government Laws should be Implemented in every Country that I have written in the comments.
3.) Please advertise my project in all Television Network for FREE
Thank you for reading!
@tyger2101
January 31, 2024 at 11:41 pm
FINALLY BIDEN HAS DONE 1 THING RIGHT!! CHINA NEEDS TO DO IT FOR THEMSELVES INSTEAD OF CHEATING & STEALING!!!
@cleetorres1351
January 31, 2024 at 11:41 pm
China can't challenge the eu
@youlihanshu
January 31, 2024 at 11:41 pm
Chips manufacturing is so important and now not a single country could make it completely.
@fargorealtors
January 31, 2024 at 11:41 pm
Naval blockaid coming soon. Just a heads up. It's coming.
@tommyj6289
January 31, 2024 at 11:41 pm
why US always jealous of asian countries
@GodIsADog
January 31, 2024 at 11:41 pm
It’s funny how anyone would even oppress technology right now in this day in age. Tech progresses no matter what and the shit China has gone through as a country they will come back even stronger and better.
@supabase_enjoyer
January 31, 2024 at 11:41 pm
Why we allowed communist country to be so advanced? This is a recipe for a disaster
@detectivemarkseven
January 31, 2024 at 11:41 pm
There are tons of this report thats plain wrong lol
@jehanchia457
January 31, 2024 at 11:41 pm
They talk like harassing and bullying through sanctions is a justice and a way of life.
@fatmanslim4592
January 31, 2024 at 11:41 pm
Typical angolsaxxons, superior in nothing but finding ways to commit rape and mass murder. Old habits die hard it seems. In the 1850s, when china was at ots weakest after the taiping rebellion and after being drugged in opium war, they attacked and demanded unfair agreements under bogus claims. These fuckers havent paid for their sins, nuclear hellfire would be a poetic justice
@thomasrogers9146
January 31, 2024 at 11:41 pm
CHINA IS THE WORLD'S LARGEST CHIP AND SEMI CONDUCTOR MARKET. IT BUYS 40 % OF ALL CHIPS MADE. WITHOUT THE CHINESE MARKET WESTERN CHIP MAKES ARE GOING TO LOOSE A LOT OF EVENUE.
@christopherrichardwadedett4100
January 31, 2024 at 11:41 pm
GOOD AFTERNOON AUSSIES!!
@hangten1904
January 31, 2024 at 11:41 pm
Remembering seeing a video somewhere that China moving on to carbon chips which supposed to be better than silicone chips.
@Max-uu2gs
January 31, 2024 at 11:41 pm
A woke, and two Asians, F china
@DKK
January 31, 2024 at 11:41 pm
F China!
@1LongTallTexan
January 31, 2024 at 11:41 pm
Well….China can't dodge this…!!!!!!
The World needs to stop buying anything
"Made In China"…..let China go broke.
Refuse to by any product sold by any corporation in your country that says "Made In China".
Collapse the Chinese economy and it will destroy the funding for the Chinese military….making the World a safer place.
If American companies sell products made in China factories….don't buy their trash. It will force them to bring their factories home to the USA and create new jobs in America that are vital for our nation to be strong.
Don't buy a single thing "Made In China" .
Save America and your kids, grandkids future!
@apsmith1635
January 31, 2024 at 11:41 pm
CCP is much better at stealing than making their own things
@thebaddest7841
January 31, 2024 at 11:41 pm
Why is everyone suprised? It’s not like they’re going to let the US walk all over them. Good job.
@mysticalwind4632
January 31, 2024 at 11:41 pm
There are two sides to these disputes but I can tell you that the side that constantly seeks to curb the technological progress of developing countries via politicization and bogus claims is clearly in the wrong.
@ruggeddiscipline6026
January 31, 2024 at 11:41 pm
The us will not be able to stop china rise
@MostHigh777
January 31, 2024 at 11:41 pm
So let me guess…. They plan to steal US intellectual property and then bribe Chinese scientists working in the US to commit industrial espionage and then claim that they developed their own chips when in fact they're nothing but thieves.
@kushagravlogs5627
January 31, 2024 at 11:41 pm
China will win chip race.
@Frenchieeeee
January 31, 2024 at 11:41 pm
Oh yeah, they're just gonna leap frog 5 generations as if it's nothing. Man why don't we just do that! Let's just go straight to 0.00005 nm chips!
@renzgrand
January 31, 2024 at 11:41 pm
Peter Zahin was correct and another YouTuber China 🇨🇳 does not have advance chips and doesn’t have brain power they seemed to be
@aerosky7620
January 31, 2024 at 11:41 pm
Now soon made in china on is Way
@lovekdi
January 31, 2024 at 11:41 pm
If China takes control of the semiconductor industry, the U.S. hegemony will end. maybe 2028.
@proud_chinese_traitor
January 31, 2024 at 11:41 pm
I'm Chinese and that's really a good news to me thanks for curbing CCP
@williamh.gatesiii8183
January 31, 2024 at 11:41 pm
China: steals your stuff
USA: hey stop stealing our stuff
China: we will retaliate against you!!