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AI Anxiety Grows, HP Announces Job Cuts
2025/2/28
Bloomberg Technology
A
Andy Jassy
C
Caroline Hyde
D
David Welch
E
Emily Nicole
E
Enrique Lores
E
Ezinne Uzo-Okoro
J
Jackie Davalos
L
Laura Martin
L
Lei Xu
M
Mandip Singh
M
Microsoft
M
Mike Shepherd
R
Rachel Metz
S
Subodh Kulkarni
Caroline Hyde: 本周纳斯达克经历了近四个月来最糟糕的一周，市场对AI的政治风险、中美贸易摩擦和出口限制感到担忧。Nvidia股价下跌，市场对其在生成式AI转型中的领导地位产生怀疑。
Jackie Davalos: 科技巨头纷纷裁员，进一步加剧了市场焦虑。
Mike Shepherd: 英国寻求与美国达成一项侧重于技术和AI的窄范围贸易协议，而非全面自由贸易协议。这反映了特朗普政府将AI和美国在该领域的主导地位作为优先事项的政策。英国为美国公司提供了在欧洲建立数据中心，规避欧盟法规的替代方案。
Lei Xu: 尽管市场波动，我们对AI的长期发展前景仍然看好。DeepSeq的出现是推理模型发展的一个转折点，它需要更多的计算资源，这将推动对计算能力的需求。尽管存在一些负面新闻，例如Nvidia的业绩和对中国市场的担忧，我们仍然对AI的未来发展持乐观态度。
Andy Jassy: AI扩散规则限制了美国盟友的业务发展，需要更多芯片支持。
Enrique Lores: HP正在考虑将部分制造业务转移到美国，但这将是一个漫长而复杂的过程。
Deep Dive
This chapter explores the recent downturn in tech stocks, particularly Nvidia, and analyzes the growing anxieties surrounding AI, tariffs, and export restrictions. Experts discuss the UK's pursuit of a narrow trade agreement with the US focused on technology and AI, and the implications of the AI diffusion rule.
- NASDAQ experiences its worst week in four months.
- Concerns rise about political consequences on AI and tariffs from China.
- UK seeks narrow trade agreement with US focused on technology and AI.
- AI diffusion rule creates three categories of access to advanced AI chips.
- Experts discuss the impact of tariffs and political implications on tech sector growth.
Shownotes Transcript