Bloomberg Tech Nvidia Says It’s Getting Orders From China
15 snips
Mar 18, 2026 
Tarek Mansour, co‑founder and CEO of Kalshi, a prediction market platform, defends his company after Arizona filed charges and outlines legal strategy. He discusses federal preemption, how Kalshi’s marketplace differs from gambling, and potential state restrictions. The conversation focuses on regulatory fights and the future scope of market offerings.
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Nvidia Gains China Orders And $1 Trillion AI Case
- Nvidia is seeing renewed demand including orders from China and plans large buybacks and dividends that are bolstering investor confidence.
- Jensen Huang framed a $1 trillion-plus AI opportunity while clarifying new products are incremental, which lifted NVIDIA stock despite macro pressures.
Agentic AI Drives Hype But Risks Boom Bust In Memory
- Jensen Huang pushed agentic AI and OpenClaw as the next wave, prompting investor flows into companies tied to agentic tools.
- Speakers warned that AI-driven demand can create boom-bust cycles in memory and compute, so capacity and pricing matter.
Put AI Where It Scales And Delivers ROI
- Focus AI where it scales and delivers measurable ROI rather than chasing shiny projects.
- IBM's advice: integrate AI into core workflows like customer service and developer productivity for concrete gains.