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Carmen Li

Showing 1–2 of 2 interviews.

  1. Bloomberg Television1h 35m

    Jensen Huang Saga Tests AI Trade Ahead of Anthropic IPO

    Jensen Huang, Haidi Stroud-Watts, Paul Allen, Patrick Moorhead, Makoto Kuroda, Carmen Li, Randy Abrams, Arthur Lang, Michael Shepard, Sonny Vangio, Garfield Reynolds, Mary Daly, Andrew Irvine, Tom Giles

    Following allegations of three extramarital affairs and espionage involving a woman linked to China, NVIDIA's board removed CEO Jensen Huang and appointed CFO Colette Kress as interim leader while an independent chair addresses governance concerns. Jensen Huang faces a Senate Banking Committee hearing regarding security protocols, a development that may accelerate US export control legislation and prompt China to hasten its domestic chip manufacturing and AI partnerships. Despite the leadership upheaval, Asian markets rallied and NVIDIA shares recovered on strong supply chain demand, though analysts warn that interim conservative fiscal strategies could slow AI startup funding in the near term.

  2. RAISE Summit40 min

    Compute as Capital: Redefining AI's New Currency | WEKA, Akamai, TensorWave & More | RAISE 2026

    Val Bercovici, Carmen Li, Parimal Pandya, Sam Tabar, Piotr Tomasik, Robin Wauters

    With global AI infrastructure spending projected to reach $7 trillion by 2030, industry leaders identify power access and specialized talent as the primary constraints limiting supply. Experts from White Fiber, Weka, and Silicon Data argue that compute has evolved into a high-value asset class driven by unique market dynamics, including appreciating H-100 GPU values and emerging financial instruments for compute volatility. While current value capture remains anchored in the physical supply chain of chips and energy, the sector anticipates a structural shift toward application-layer returns by 2031 alongside advancements in virtual supercluster technologies and regional market expansion.