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.

Nvidia Delivers Upbeat Forecast to AI-Wary Market
43:47

Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy
43:55

Meta to Spend Billions on AMD Gear, AI Scare Trade Continues
44:00