Bloomberg’s Ed Ludlow discusses the rise in Nvidia shares as CEO Jensen Huang says he expects to get the first batch of US licenses to export H20 AI chips to China soon. Plus, Elon Musk’s xAI is in talks to lease data center capacity in Saudi Arabia. And markets react to reports that President Trump has held talks about firing Federal Reserve Chair Powell.

Trump Wants Big Tech to Pay for Power
46:45

TSMC Forecast Lifts Peers on Robust AI Demand
43:37

US Eases Path for Nvidia to Sell H200s to China
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