彭博直播称DeepSeek拟在内蒙古建设约1GW级AI数据中心

【实时直播转录 · Bloomberg TV+】
来源:Bloomberg TV+(bloomberg 直播间 btv_us) · 标题:Bloomberg TV+
时段:2026-07-31 07:30–08:00(Asia/Shanghai),共 205 段
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[07:30] On Bloomberg Money, a different topic every weekday only on Bloomberg television.
[07:30] Bringing you up to the minute news whenever and wherever it happens, I'm Lisa abramoitz and Rio de Janei.
[07:30] And this is Bmer.
[07:30] We have breaking news out of Japan, we are getting the Tokyo CPI numbers year on year growth of 2%.
[07:30] And surpassing economist expectations and also accelerating from the previous month when it comes to core CPpiI exclude fresh food.
[07:30] Over the month of july, you also have a 1.9% growth year on year, which is surprising expectations, exclude energy as well.
[07:30] 2% gains the jobless rate coming at2 and a half percent that's in line with expectations at the same level as the previous.
[07:30] The job to applicant ratio is showing a little bit more availability of jobs, 118 jobs available per 100.
[07:31] Applicants for the month of June, all of these numbers very important because, of course, it helps the Bank of Japan decide what to do next we already had.
[07:31] CPI last week just showing the force acceleration in three months, sort of helping the kids for the Bj to continue timing of course.
[07:31] If you have a tight jobs market in heidi, then you also have perhaps more sustained wage gains, which is what the Bg wants to.
[07:31] in order to be to was about to say its all about this viruous.
[07:31] where we're seeing the impact of the yen and that'll be obviously something that we're watching as we go into the Bank of Japan decision as well, whether that can kind of.
[07:31] In our M live blogger's words to be able to kind of finish off the half job that's been done when it comes to creating a floor of.😊
[07:31] enBut this is what we're watching. We've obviously got a pretty good setup potentially for most Asian stocks today, looking like a rise around the.
[07:32] And that rebound in ship shares, fueling a rally on Wall Street overnight, so a little bit of a revival of the confidence that's really almost been shottter at this.😊
[07:32] Week when it comes to the artificial intelligence trade, we do have that anthropic story that will be keeping an eye on as well with news that anthropic AR.😊
[07:32] Hed three organizations during tests coming on the back of what we saw with open AI and hugging faces as well, so clearly security issues remain.😊
[07:32] top of mind for the development in AI, but for the broader session, we are seeing those gains coming through when it comes to illustrated.😊
[07:32] Hos futures 8% it has been just such a roller coaster ride for Korean stocks right really at the epicenter of these.😊
[07:32] cerns over just the sheer amount of money that's been spent in this space, U.S. futures holding on to modest gains of about a 10th of one percent.
[07:32] It looks like at the very least we'll end out Friday on a slightly better footing than we have been this week.😊
[07:32] When it comes to the AI trade roing back, right, I mean, we did have a little bit of pressure for Apple, but when it came to numbers out of Amazon, also micro.
[07:33] seeing one of its biggest gains ever for a company, we have seen that upside in US. futures right now, but let's talk a little bit about Apple because.
[07:33] I said it tumbled in late trading after component shortages weighed on the company' sales forecast this now signaling that the industry wide supply.
[07:33] My constraints are taking a bigger toll than anticipated. Let's bring in Brian Ma VP of devices Research at IC.
[07:33] First of all, give us your reaction to Apple's results because it seems to be a little bit of a mixed picture, especially when it comes to that weakness in China and services.
[07:33] Yeah, I mean, obviously they posted some really good results, you look at the strength across the product lines, whether it's.
[07:33] IPhone, Mac, the wearables, all the other businesses they're all doing pretty well, I think really the markets.
[07:33] Reaction right now is because of that outlook. right, There's concerns around, as you mentioned, component supply on whether they can get. It's not just.
[07:34] By the way, all this talk right now, we're talking about all these memory shortages. But the other thing that Tim Cook pointed out in the earnings call was around getting es.
[07:34] basicallyically, they had under forecasted how much demand they were getting. So it's kind of a good problem to have. right. We're actually seeing one of the.
[07:34] The thing things we're seeing is there's this little phenomenon where people are buying Mac Mins and Mac studios to run these agendas.
[07:34] AI harnesses on these devices because Mac are one of the few sorts of devices that have what's known as unified memory where you don't have to reload the model.
[07:34] Into multiple times across the various components. And this, I think, has caught Apple off guard. And this is something where they're getting.
[07:34] All this extra Mac demand, in addition to of course, what we otherwise see as mainstream consumers, we look at Mac Whit Neo, yes, that's getting a lot of headlines.
[07:34] There's all this Mac demand, there's extra iPhone demand, and the problem with Apples, they're like, oh man, we've got all this extra demand.
[07:34] parts to be able to go in there. So that's yeah, it's a problem to have Ex, as you say, it's a good problem to have, but the same.😊
[07:35] When it's eating into your margins, that's really not what you want to see as a CEO, so when are we expecting those bottlenecks to eat?
[07:35] Yeah, it's going to be a challenge, at least for the next court, I think there was some implication on the call that.
[07:35] They're going to try to work through that and try to have things catch up. but they obviously weren't guiding beyond that. I think from a memory perspective, one thing.
[07:35] What we see is that there is going to be tightness through 27 into 28, the situation, despite potential additional capacity coming on board isn't.
[07:35] Cha So as we already saw, Apple has lifted its prices on things like Mac and iPads. As a result of those memory prices going up, We'll probably see some.
[07:35] long those lines when the new iPhones launch, so we'll see how that,, at least that'll help to protect some of the margins.
[07:35] The issue, I think, you back to this point about the SOCs, that's the part where I think it's really just.
[07:36] Issue of them just getting enough supply. So the good thing is, I think, to the point on margins, they did point out about the tariff free helping.
[07:36] So's of that there's a few puts and takes that are helping to offset that, but yeah, the broader challenge is, yes, particularly with men.
[07:36] We see these prices skyrocketing, that puts pressure on them and hence why they had to raise prices for Max and iPads recently.
[07:36] When it comes to these supplies, we've been talking for a while about how the Chinese alternatives could potentially come in, are we getting a little bit ahead of?
[07:36] ourselves when it comes to immediate business for Apple at this point and when could that become actually a viable choice?
[07:36] Yeah, so when you look at some of the Chinese memory suppliers,.
[07:36] There is that capacity there, obviously there's some geopolitical stuff that Apple needs to deftly wade through to make.
[07:36] That there's no snags that they encounter in the process of doing so, but there was some implication on the call as well, too, that they.
[07:37] You know, he didn't name CxMT, but basically that was implied that they were looking at all sorts of suppliers to.
[07:37] Try to address this, I think if they are able to get the U.. government's approval or blessing on this, then most likely aware.
[07:37] A lot of those will go first, was probably for the domestic Chinese market, but again, let's see, I mean I think we're still several steps away from that.
[07:37] HSo we have incoming CEO John Turns now taking off his what in September.
[07:37] Priorities to be at a time when there's so much hardware demand, but at the same time, these bottlenecks are we're talking about.
[07:37] Yeah, it's interesting, I think there's and by the way, when I look at Tim Cook versus John Turnus, the way to think of it is Tim Cook is obviously very an operation.
[07:37] Turns is a product person. And I think that Tim's not going to be going away in this transition in the sense right now a lot.
[07:38] These component challenges that we've been talking about are operational, a lot of his expertise, a lot of his smooth talking and relationships are still going to be key to this.
[07:38] He's not going away, but to your question, Turnus, right, he's a product guy, he's a technical guy, one of the other big things to watch out for Apple in the.
[07:38] Coming quarters, how does Siri AI land as we go ahead, I it really as good as theyre making it out to be there'?
[07:38] Some disappointment from investors and users in the past year on how Syria was supposed to turn out in the past year, so it's really really.
[07:38] K that they stick the landing on this and Turnus being a product and technical minded person, I think is the right guy to be able to.
[07:38] Be able to make sure that okay, this is the right user experience, this is what we want to make sure we can build out here, so that's the thing that I think that is,
[07:38] Really key to watch for so far, I think the early reviews some of the early beta testers around Siri AI have been, you know, it's okay. people are saying, yeah, it does a job.
[07:38] And hopefully, I think the main thing is as long as it's good enough, that it keeps Apple users within the ecosystem.
[07:39] get some new users over. That's key because then you've once you're within that Apple ecosystem, there's very little friction that just start using.
[07:39] Things like Siri AI in your day to day life. I've got to be honest, I've tempted to look at other handsets because of the A.
[07:39] I how do they Yeah, so that's a challenge, right because.
[07:39] Arguably Apple is a a bit of a late comer to this, you as you pointed out, you've got competition, not just in the form of.
[07:39] Google and everything they're doing with Gemini on Android, and for that matter, Samsung, right one of their key partners who has been talking about Galaxy AI, arguably they've been much,
[07:39] They've been further ahead and Apple's kind of catching up to that and by the way, don't forget China, China is its own AI ecosystem.
[07:39] There's a lot of talk in China right now about a so called a AI phone and having things being done for you on your behalf.
[07:40] V your assistant on your phone, anyway, the point is is that you a lot of this is being developed.
[07:40] There's a lot of value that is being delivered from, not just the Android camp and in China, but also what we're seeing.
[07:40] With Siri AI, I think we will get to that point, I think the early, like I mentioned earlier, the early reviews, at least of Siri AI.
[07:40] Suggests that there is some potential, but yeah, I think that's the key right, can they really keep up with the competition and your point?
[07:40] Is a consumer thinking, oh, you know hey, Gemini, that Android product, I can do more on that, that's not the thing that that the situation that.
[07:40] wants to get intoYeah, especially if you have the AI model makers like Open AI or Anthropic, actually wanting to make.
[07:40] Devices at some point, but Brian, really great to get your insights VP of devices research at IDC breaking down, of course, a smartphone film market.😊
[07:40] Everything to do with AI, this is Floomberg.
[07:41] I'm David Weston, join me each week on Wall Street Week for storiesies of capitalism this week Harvard's Jason Furman on the Fed decision.
[07:42] The European Union moves to reform its merger regulation but will it get the tech industry going Johnsonson& Johnson gets into the robot.
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[07:42] Whyanthropic has announced that it's AI.😊
[07:42] It was breached three different organisations during recent cyber security tests, this news comes a little more than a week after its's chief rival or open AI.😊
[07:43] Of course disclosed a similar incident of models going brokegue Our AI reporter Sharon Gaffffery joins us now for more so sure what do we know about?
[07:43] These instances, and of course it just adds to these ongoing concerns that there are not enough guardrails or regulation.
[07:43] And to follow the technology, that's right. So what we know is that after the open.
[07:43] AI security incident, Anthropic launched its own exploration of whether its models had similarly escaped.
[07:43] Onto the internet accidentally, and it found in coordination with one of its partners.
[07:43] That, yes, its models had actually been able to reach the internet in three different cases involving.
[07:43] Third party organizations and improperly look for ways to sort of do better on.
[07:44] In evaluations or achieve internal evaluations. Are authorities doing anything to help them do better.
[07:44] We don't know at this time that question is out too anthropic on if they have.
[07:44] Discuss this with government what we do know is that regulators are paying close attention to this spate of recent.
[07:44] AI mishaps, and many have called for either some kind of federal framework.
[07:44] Around AI regulation that would govern this or just some sort of increased oversight, we also saw a letter.
[07:44] Several policy organizations today calling on an investigation into the open AI incident.
[07:44] This is becoming an issue for governments worldwide, but there doesn't seem to be a single example where we are seeing adequate.
[07:44] regulatory guard rails that can actually contain or control the tech right, is there a sense that the technology has already outrun?
[07:45] The potential for governmental bodies to be able to control it.
[07:45] Many within the aI industry and outside of it are concerned about the rate of progress that these.
[07:45] AI models are making and do believe that government is behind in kind of catching up to the state of the art here.
[07:45] Uh we actually broke the news earlier this week that over a thousand00 staffers at the top AI companies actually signed a petition.
[07:45] calling on government to help technologists create some kind of a sort of break switch or an ability to at least pace, rather?
[07:45] The development of AI more responsibly, more slowly if needed, given all the concern about this. So I think the fact that even people from within.
[07:45] These top companies are raising the alarm in this manner shows the extent to which people feel that maybe we are severely underprepared for.
[07:46] This moment current I have reporter Shereen Gaffery there with the latest onanthropic.
[07:46] Now a Bberg scoop revealed how chin's deepse is planning a massive AI data center in the inner Mongolia is looking to add one.
[07:46] Bgaat of compute, which would be bigger than anything currently in operation by any Chineseese company for all the details as bring in.
[07:46] Were China to correspondent no me of course, we thought this was an AI model maker, but the fact that they're actually trying to build this massive data sense.
[07:46] What does this tell us about the significance of Deep S's move, Yeah, It's certainly one of their most ambitious.
[07:46] They are looking to build this one gigW data center in In the Mongolia, which is a province in China northwest of Beijing.
[07:46] city called Olan Kb and this city is now emerging as a national intelligent computing industry cluster.😊
[07:46] Because mainly of its cool climate, it has an annual average temperature of just four degrees Celsiusel, so this reduces the amount.😊
[07:47] Energy needed to cool these power hungry data centers and according to a third party compilation of government approval.
[07:47] It seems like more than a dozen companies have invested in data center related projects in Uanab, including the likes of Alibaba.😊
[07:47] So deepS is hoping to get at least part of this data center operational by end of next year.
[07:47] If not by early 2028, so they plan to build their own facility, but they also plan to continue to lease additional facilities as well.
[07:47] How does the size of this particular facility compare to what we know what US. rivals?
[07:47] Yeah, it's suddenly one of the biggest that China has seen, but compared to what U.
[07:47] Thekiers are investing in we're talking about three or five gigawatt data centers, so still pales in comparison and these Silicon Valley companies are still.😊
[07:48] Taking the lead when it comes to AI infrastructure buildup mainly because of their access to U.S capital markets, but still.
[07:48] This shows you that these Chinese firms have been able to secure sufficient financial support for these very massive investments.
[07:48] Because according to nviDdia's Jenensen Huang, he estimated that a1 gigawatt data center would cost as much as $50 billion.
[07:48] Of course that budget varies according to the location and the types of chips used and at this point it's not clear deep sea.
[07:48] Plans to fill the data center, mainly with domestically made chips like Huawei's chips or a hybrid of Nvids and.
[07:48] Local chips, but of course, the U. has accused deep seek of illegally accessing smuggled blackwell chips in the Monggolia.
[07:48] As well Bloomberg's China correspondent Minlo there we have more ahead on the Asia trade, this is Bloomberg.
[07:49] Mind being called an ideological lunain.
[07:49] A a bunch of left wing jobs you know, i've been called worse things than that.
[07:49] me I think is so incredibly valuable we're coming back What you reading.
[07:50] agazs until I was in themSo is it paradise ahead or Gattica, maybe somewhere in the middle?
[07:50] 🎼Welcome to the world of decentralized finance bloomberg is.
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[07:50] Das only on bloomberg.
[07:50] We how breaking you.
[07:50] Out of Japan, we are getting the industrial production numbers month to month growth of 1.3%, which is surpassing economists expectations.
[07:50] Also accelerating from the previous month, the year on year number is also a growth of 4.2% coming off a contraction in the.
[07:50] The retail sales numbers also in positive territory, growth of half a percent, but still a missing economist expected.
[07:51] Its also decelerating from the previous month on a month of month basis is a contraction of more than 4%.
[07:51] Perhaps and we're seeing these numbers where we are seeing that impact on households when it comes to consumption, of course, we've had inflation continue.
[07:51] to we just had tokyo inflation numbers gaining ground for a second consecutive month, and we also have the core headline.
[07:51] CpiI last week also accelerating for the first time in three months at the same time you were getting industrial production on the factory side of things though still.
[07:51] potential growth on that side, all very consequential for a day when the Bank of Japan decides, of course, we are expecting.
[07:51] No change in the benchmark rate at the same time, though we had seen big Japanese yen moves that we.
[07:51] You also have to keep in mind we're also pricing in US tech results, fewerers recovery in the AI momentum trade, so really a lot to discuss.
[07:52] With our Bloomberg markets reporter Anthony Stevens, who joins us from Hong Kong, should I start with a Japanese yen and what potential implication?
[07:52] This could have for the Boj or the broader impact on stocks. It's going to be a very busy.
[07:52] J is going to be very interesting because obviously it comes ahead of a weekend and there's been an intervention before the decision.😊
[07:52] Panagement becomes very key into this decision. Now, there is a lot of pressure from yields, both on the 10 year and the third0 year for the B O J.
[07:52] To do something. So the market is going to be very interested about the tone of that rate rise. We have the data that's come out this morning, Japanese.😊
[07:52] Having a considerable turn in macrodata, both on the inflation front and the consumer confidence front. So that they do have the.
[07:52] The statistical ammunition to be more aggressive on the hiking cycle, whether they follow through and kind of support the case for.
[07:52] Long yen is going to be very interesting. And then after the Bj, we have a full session to price in kind of that turn. So today' is going to be busy.😊
[07:53] Day on the Boj, that's going to impact stocks as well because you have Japan's traditional exporters trading in the opposite.
[07:53] Direction from Japan's momentum stocks. So this morning, the setup is for a lot of strength in Japan momentum stocks on the AI trade and.😊
[07:53] There may be a little bit of weakness on the traditional exporters like the car makers, Nintendo and Sony. What's the setup?😊
[07:53] For tech looking at for Asia, there's a lot going on, this $14 billion career plan for AI vets and the wealth fund, but then there's also the apple.😊
[07:53] ly story to worry about Yeah, the early setup of Korea, though, is absolute euphoria. You're seeing some incredible.
[07:53] Indications in the next trade. And that speaks to some of the return of the foreign buying yesterday. And also, you have the Korean government.
[07:53] Stepping up here with the sovereign fund looking to invest in AI. And then you had some of those stories around kind of the deleveraging, completing.
[07:54] The US with situational awareness and so on. So, for example, Hyix area is extremely strong,56% premium. And that's a lot.😊
[07:54] Strength to take into the credit market. They will get a lot of confidence from the fact that the foreigners back this story so aggressively, but it will.😊
[07:54] Man to be seen whether the technology disruption story returns next week. But for now, the flow picture has changed dramatically with the retail.
[07:54] Deleveraging, looking like it's running to a close running in to institutional money reloading from both the domestic Korean market.😊
[07:54] Players like the sovereignign fund or the domestic institutions and foreign buying comingings. So today will be fascinating to watch the flows unwind.😊
[07:54] Unwind in Korea to see what happens over the course of the session, early indications, very strong open.😊
[07:54] Bluomer markets reporter Anthony Stevens as we look ahead to the market opens, we're also checking the Japanese yen because we're getting the latest line on.
[07:54] Bloomberg right now, we're now hearing from a source that the U conducted rate checks on the yen, of course, initially.
[07:55] We hadn't heard from the NikK that U.S. authorities had conducted that ratecheck on the dollar yen levels this.
[07:55] Of course, coming at a time when we're seeing perhaps more indications of coordination between the U.S and Japan, Heidi we have heard from.
[07:55] Cretary beant now saying that the yen seems very undervalued in an interview with Foxox business news right now we have also just heard.
[07:55] From finance Mr. Katayama saying that she will not comment on intervention, but that they're always ready to respond with.
[07:55] urgency, I mean, the degree of sort of coiness that you would expect at this point.
[07:55] K question is really what we get from the BOJ is that sufficiently aggressive enough to be able to get this job done and get some sustainable?😊
[07:55] Impact on the yen but as Anthony mentioned we see that sort of roaring back of momentum broadly for Asian stocks obviously Korea is going to be the.😊
[07:56] Outperformer there particularly if you take a look at names like Samsung SK Hyix, those year is going to rebound very, very strongly if you take a look at that almost.😊
[07:56] What 16% pre market trading on next trade indicating a lot of strength, but it is broad based, we're also seeing gains here at Australia.😊
[07:57] Listen.
[07:57] 🎼Coun, all of them are cutting funding to Africa, and some of these programs were supported by funding coming from West.
[07:57] Counries like for human resources, for testing, for transportation of samples.
[07:57] And suddenly, African countries have to think how to fund money and to.
[07:57] 🎼gap, but it takes some time. and I think the commitment of all all of these factors are feelinging this mystery.
[07:58] 🎼That we see at community level, we value the support we got and we are still getting from the US.
[07:58] 🎼And we think that if we continue to work together and there is no reason for the US not to work with Africa CDC Africa.
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[07:58] Next week on leaders with me, Fran Laqua, I speak with investor and entrepreneur Amanda Staveley on the boldest deal of her career.
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[07:59] This is Asia trade work.
[07:59] Countain down to asia's major market opens in what could be a big day for the bank of Japanpan and haidi we just got confirmation from sources.
[07:59] panan officially intervened in the fx space we saw the spike in the Japanese yen we're also hearing that U.S. authorities also carried out rape.
[07:59] Big day for monetary policy, but also will hell you reacting to all of the big tech earnings as well huh.