Bloomberg TV转述DeepSeek融资、涨价与乌兰察布数据中心计划，但核心信息已提前传播

【实时直播转录 · Bloomberg TV+】
来源:Bloomberg TV+(bloomberg 直播间 btv_us) · 标题:Bloomberg TV+
时段:2026-08-07 11:30–12:00(Asia/Shanghai),共 182 段
说明:以下为该时段该直播间的连续语音转录(直播 ASR,可能有同音/识别误差)。请从中识别与 AI算力/芯片/服务器/光模块/液冷/数据中心/大模型/机器人·具身智能/自动驾驶 等相关的、**可交易**的公司/产品/订单/产能/需求/合作/高管或官员表态,判断是否构成可交易事件;若通篇无可交易内容,判为不做。识别误差请结合上下文与常识修正,勿据孤立音近词臆断。

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[11:30] What's been about on situational awareness, he did just wire $400 million so company.
[11:30] We invested in so Oh because you we actually reported on the 400 million but haven't got a clue the company is Yeah, no comment on that but.
[11:30] On the AI startup, Sequoia eventually agreed to invest $2. a half billion in the company.
[11:30] This is the tectonic shift of our lifetime in a perfect world.
[11:30] It kind of a theoretical number mentioned to be provocative, we ended up in two and a half.
[11:30] We can't really do 5 billion across all of our different funds, and so two and a half is kind of the most we can do and that's sort of how we ended up as.
[11:31] We don't do that stuff.
[11:31] You've led the growth of you see that progressing.
[11:31] And forward looking, I think it's very, very simple, which is like if you've been in this business a long period of time.
[11:32] I've seen how early stage companies grow and advocated for growth investments in Airbnb and Dodash.
[11:32] Greew up and over time I think.
[11:32] We talked about Sean, we have David that is.
[11:32] Invested in a neo lab that's relatively early, we have Soia who's recently sort of flew with me.
[11:33] AsParick grady and alffred Lyn speaking with limbndba's Ed Lulow and he has some stories we are following sing lender or cbc second.
[11:33] 🎼helped strong insurance and management.
[11:33] On year, you will be also maintaining its overall 2026 sky.
[11:33] Lrgest order book for AI related debt, helped by generous yield payout sources.
[11:33] Say thursday's offering attracted some 115 billion.
[11:34] Over that period.
[11:34] 🎼Millennium management is partnering with Anthropic to build an AI powered risk analyst using the company's Claude.😊
[11:34] 🎼Engineers from both.
[11:34] 🎼Inative which is aimed at collaboration and attracting top.
[11:34] 🎼Shares in United Who mortgage ended the session nearly 35% lower after the mortgage lender announced a net.
[11:34] Equity capital investment by oakak tree capital management and SFS group capital of around $2 billion in.
[11:35] 🎼investment one of the largest private credit deals on Wall Street the reports of financing be.
[11:35] 🎼To as much as $15 billion and completed as soon as next week, the trading firm is looking to shift its borrow.
[11:35] 🎼Public markets to private lenders providing flexibility and limiting financial disclosures, plenty more ahead.😊
[11:35] Keep it here with us, this is Limba.
[11:35] 🎼
[11:36] In case you missed it on Bloberg surveillance.
[11:36] The relax row, which is in economy is I think one of the coolest things we've done in the one time, a blocked middle seat and coach is just another example, Scott.
[11:36] Have you had that idea for a long time in fairness, Air New on this one that came up with it and I've wanted to do it ever since they did it of all the stuff we've done.
[11:37] 🎼I personallyally think it is one of the coolest things we've done I love the idea to relax rope when I was a teenager young in my 20s flying.
[11:37] 🎼When I saw an empty row of three seats and the plane taken off, I'd never been more excited and as soon as you got up to about 30.
[11:37] 500 feet I was on it trying to lie down and move the armrest to make this work I spent a number of trips when I was young and nonreving doing the same thing.
[11:37] 🎼One you're the saying you spot those three seats that's mine and you see someone outside and get up and, it actually happened with my younger son.
[11:37] burg surveillance live every weekday.
[11:37] 🎼The global economic playbook is being rewritten and the levers of power are moving in real time to see where the world is headed.
[11:37] 🎼look the I has Li in Singapore. I' inumb We to imagine the.😊
[11:37] 🎼And podcast each month we dive deep into how was the most exciting rising economies are shaping the global future.😊
[11:38] 🎼Jo the conversation, subscribe to imagine on your favorite podcast platform today day is about.
[11:38] 🎼And you're already for that the opening trade brings you everything you need to know as markets open across Europe I'm Johnson.
[11:38] 🎼Es and I'm Tom Mc. This is your opening trade only on Bberg.
[11:38] 🎼
[11:39] Welcome back Inight Bom has deep seek is resuming its second.😊
[11:39] 8 billion let's bring in ahanana correspondent minimum low and mean how much interest is there in this round of fundraising?
[11:39] Yes, a lot of interest, if you judge by how much the company is targeting in terms of valuation, they are seeking to secure valuation.
[11:39] 500 billion yuan. now this is a huge step up from the 350 billion yuan that they secured in the first round of.
[11:39] raising which just concluded in june so just a couple of months difference and we are seeing a big jump in that valuation that they're targeting.
[11:39] that monolith management is one of the investment firms, a Beijing and Hongng Kong based investment firm that is investing in the.
[11:39] In the first round we knew that alibaba 10 cents an estate backed fund is investing in the company so.
[11:40] A lot of interest in deepse, particularly after the successful launch of that V4 flash model, which was one of the.😊
[11:40] Most used model for several consecutive weeks on an API aggregator. and that's thanks to the very cheap pricing of.
[11:40] It is one of the cheapest models available right now and of course when it comes to that fundra a big part of that funding will likely go into funding its data.
[11:40] Center build out as well because we previously reported that the company was looking to invest in building out a one gigabatt data center.
[11:40] In the Mongolia, that is something that would cost tens of billions of dollars, so yes, a huge expansion for deepse.
[11:40] It is riding high, talk to us about the price hike announced.
[11:40] warningning clients that it will be hiking prices significantly soon it hasn't provided details as to how big a price.
[11:41] Yeah, but given that the pricing is between what.
[11:41] And Min talk to us about monolith, its prominence has risen, and that's on the back of its investment in Moonshot, right?
[11:41] That's why that is one of the backers of.
[11:41] Just got the news today from Reuters that Alibaba is also looking at a new way to.
[11:41] Charge its customers for its open source model, particularly large users, it's looking to charge.
[11:42] Revenue sharing agreement.
[11:42] The company wants a 30% cut of your revenue, so that's how moonshot A.
[11:42] Is making money off its open source products and Alilibaba is said to be following in that foot so again, this sort of changes the.
[11:42] Like ju and mini Maxax that do not have those cash reserves that the big companies like Tencent and Alibaba do.
[11:42] From the other aspects of their business, whether it's advertising or gaming. So this is certainly a game.
[11:42] of fundraising is going to last.
[11:43] and whether they would need to look for more funds a few years down the road, thank you so much for thatberg's China correspondent.😊
[11:43] A pressure group and intends to turn the movement into a campaign focused on education, jobs and government accountability.
[11:43] Cockroach and cockckroach Chanter party will start a nation.
[11:43] People will protest on the streets.
[11:43] Let's now go across toka Dohi who joins us from the Mai.
[11:43] was it surprising that it's now come out to say it has no interest in becoming a political party?
[11:43] I would treat that position as an opening gambit if I can call it that has.
[11:44] There are two ways to look at it, right, There is a certain smartness in adopting that position because the mood in which.
[11:44] The cockroach Juta party has, in a sense, know, sort of gained momentum is a mood of disaffection for organized power.😊
[11:44] Whether it is the ruling BJP at the center or even the Congress as the main the.
[11:44] Opposition party young people seem disenchanted with politics as it currently exists, which is why they took.
[11:44] In droves to something like the cockro Jen party, which is not even a party, right, really, it's only just an Instagram movement.😊
[11:44] To begin with, so I think in one ways, it could be considered as a smart initial position.
[11:44] But yes, you're right. The skepticism here is that will they be reduced to this fringe player because if you're.😊
[11:45] Not inactive politics. You're not an insider. And then you're left on the outside. And what tools do you.
[11:45] really have right You can go about, like they've said, collecting opinion from the public on what needs to change in education.
[11:45] In jobs, in government accountability. But then what are you going to do with that opinion, Are you going to be like a think tank.
[11:45] Or like journalists, you and me right who sit in newsrooms and write articles about this. how are you going to utilize?😊
[11:45] That to sort of keep the momentum going, Are you just going to be reduced to the fringe. I think that's the really important question.
[11:45] The CGP is facingBut having said that, mana, I mean, even as a fringe chose to speak organization.
[11:45] Pressure group, if you must it has been quite successful we saw 36 days of protest we saw a minister getting.
[11:45] Fed we've seen exam reform, so it has been quite effective in putting a lot of pressure and perhaps even bring.
[11:46] policyThat's true, Ha, I look, the best way I can put it is like with market.
[11:46] Politics also works on the principles of greed and fear. There was significant fear, and there continues to be.
[11:46] Within the youth, within students on what the future holds for them, you know, education is simply not providing the upward.
[11:46] Mobility that it used to, let's say,10 or 15 years ago, there are fewer and fewer good jobs available. AI is threatening.
[11:46] To reshape even what's left on the Greek side, you know, there has been considerable political ambition to get big.
[11:46] and bigger for the BJP, as a result of which they've lost touch with what's going on on the ground to some extent, or at least they've stopped here.
[11:46] The ground voicesNow it is the combination of these two factors that created this incredible moment of alchemy.😊
[11:47] That allowed for the birthing of the cockroach gelta party, the name which it draws from this very unfortunate comment made.😊
[11:47] The chief justice of India's Supreme Court. So you have to recognize the special circumstances in which the CJP has.😊
[11:47] ined popularity. Let me put two other things to U Ha. One, they've had spectacular success in their first protest, as you've just.😊
[11:47] ,But every protest from here on or every action from here on they take will be.
[11:47] Benchmarked with that in the first protest, they were able to get the replacement of the education minister. They had the Bj.😊
[11:47] Bean Prime Minister Modi on the back foot, how are subsequent protests going to measure up?
[11:47] The spectacular success of the first protest, each action from here on is going to run into this wall of diminishing marginal.😊
[11:47] So I think that's the first bit. The second thing is,, like we discussed just a few seconds ago, what will their utility.
[11:48] Be to the youth from here on, how are they going to build an organization we haven't heard from them on that funding to sustain.
[11:48] The campaigns that they want to run, organizational structure, strategy, so these are all questions that you know.
[11:48] I think we'll challenge this ragtag group of people that have revived the protest culture in India, at least.😊
[11:48] For nowAnd you've got to give them credit for that. I don't mean to be just purely skeptical, but we are now seeing protests know, among students.
[11:48] In several parts of India, I read about students in a Bihar school that went on protest because their school building was.😊
[11:48] A great degree of disrepair. And they said, we will not study further till you fix this. And right now, in jargon, we have another.
[11:48] Big student protest going on as and curiously enough, this time, the protest is by students against infirmities in this.
[11:49] State examinations, the government of that state is run by the Congress Party. and so the BGP is on the side of the students in this particular.😊
[11:49] Protest, so we're going to see some interesting stuff evolve around this protest culture. What's also interesting is that it's been.😊
[11:49] In some sort of a wake up call for promise the moddi himself, I mean, he's seen as being quite disconnected from the youth today.
[11:49] And disconnected from the problems they're facing, it is interesting that he has taken to G instagram dressed in.
[11:49] In a biker jacket with his sunglasses, I guess it is an effort to strike that chemistry.
[11:49] With a younger population now, definitely in effort. So full points to him.
[11:49] Making the effort, the success of that effort. I mean, I'm not really sure, right, If you talk to young people, the reactions are mixed.😊
[11:49] I mean, I don't know, have you ever heard of avancular Instagraming, I think it's a little bit like that, right?😊
[11:50] Maybe even the first message where he tried to make this outreach to students and said, here I.😊
[11:50] I'm here, I'm listening to you. Look at my effort, I'm talking to you on the platform that that is so deeply embedded in your lives.😊
[11:50] I sure the second message went down as smoothly because in that, he offered forgiveness that no student had even asked for.
[11:50] And so yeah, I mean, this interesting moment of culture here where you can see a top leader.😊
[11:50] Who's built his incredible political success on the back of direct communication with people, on the back of social media.
[11:50] Now trying to find what the new idiom is to be able to connect with these young people.
[11:50] And having a mixed sort of outcome with that. And speaking of outcomes, mana, I mean, we're getting reports.
[11:51] some of these students are getting threats online, some death threats, some even rape threats.
[11:51] These threats sound really serious where where is the government with that That's a tricky question.
[11:51] Look, I can tell you this that the Supreme Court had said that no police action should be taken against young protesters though.
[11:51] Caviat to that, they said no action should be taken against those that may have that do not have any criminal cases.
[11:51] Against them in the past or do not have criminal antecedents is the vague phrase that they used, I'm not sure.
[11:51] That means, but this was broadly expected, I think the moment this protest gathereds.
[11:51] Speeed gathered momentum, gathered popular support and then went on to become the success it has in achieving political.
[11:51] Some of its goals, it was clear that there would be a target on the back, not just of the cockroach.
[11:52] Part leaders who had catalyzed this, but also many of the students who joined it on the streets or who joined it.
[11:52] On social media, it is very unfortunate because we can see many young people either being forced to apologize on social.
[11:52] Media and hope that that target on their back is taken off because of that, you know, others that have gone silent, but there is still.
[11:52] A small minority stream of them that are back at making some of those very entertaining reels that had the nation gripped for all.😊
[11:52] Last month haska Do, thank you so much for that perspective, it's 1153 here in alliance.
[11:52] he let's do a benchmark check in Asia, Asia under pressure on the back of developments in Iran.
[11:52] oil back in focus and reports that Iran may restrict access for hostile countries through the Strait of Hars, and that's raising concerns at the Persian Gulf.
[11:53] Supply may struggle to recover pushing crude higher MSR index down about 2 tenth to1% the Nik cost.
[11:53] Negative territory, the cost be down by more than1% of course the broader market backdrop remains dominated by AI related volatility.
[11:53] We have highlighted AI continues to drive both upside and downside swings, pretty much across global equities for more.
[11:53] On the Marcuscus, we're joined by David Savage, ML strategist in Hong Kong, David talk to us about the sentiment in the market today.
[11:53] Yeah, I think there's certainly still anxieties about where we are in the AI trade.
[11:53] getting more complicated and I think we're seeing no longer a rising tide lifts all boats.
[11:53] So I think that's one part, but I think the macro backdrops a little bit in a holding pattern before we get to US jobs.
[11:53] On Friday, so I think in that sense, the dollar remains key, so if again, if we have.
[11:54] A really strong print in terms of US. jobs, then the dollar moves higher and that could again put the macro.
[11:54] BackIn a more complicated picture again. It is also the youth story, isn't it the long end, We have1.
[11:54] About 4. a5%, 30 year yields at 19 year highs, andm just wondering how that's playing out in the market.
[11:54] I think this is a big question, again, coming into US.. jobs, we saw that yields could continue to move.
[11:54] Her even when crew prices were moving back towards $70 a barrel before we had the last escalation.
[11:54] In the Middle East, we saw that yields could move higher based on really strong US economic growth, and so if we see signs.
[11:54] You have really strong print in terms of US jobs that US growth remains very resilient. Well, then I think you're going to have the market really start to.
[11:55] The pressure yields higher, and we're going to start to see pricing towards not just one hike in 2026, but potentially two hikes.
[11:55] That could really you know light a fire under the dollar again David Savage, ML strategist in Hong Kong, thank you for that.
[11:55] Before we go use a look at our shows next week, we'll have a stellar lineup of guests we'll hear from thenyS group president.
[11:55] 🎼Lynn Martin on the US IPO pipeline and will talk earnings with Titan CFO and Asces Co CEO later in.
[11:55] 🎼The W keep here with us, this is Blumm.😊
[11:56] What is Mira mardi's?
[11:56] 🎼You know, predicting dystopia or utopia to me feels very, very.
[11:57] 🎼Simplified because the truth is we actually have a lot of agency in how we build this technology in the tools that were building.
[11:57] 🎼How we're deploying it. It's not a predestined outcome. There are certainly those risks. we all understand.
[11:57] The potential for greatness that comes with building frontier eye systems and that's why we're working on them, there's been a lot.
[11:57] 🎼Talk around the uncertainty around the downsides, and I agree with a lot of this.
[11:57] And perhaps where I might disagree or take a different path is that I think.
[11:57] 🎼I think we have a lot of agency, like this period of time where both humans and AI systems.
[11:57] 🎼Have their hands on the wheel and we can collaborate is a very important time to get right and the more that we can be.
[11:57] 🎼the discontinuity that comes from new capabilities and huge change in capabilities, the better.
[11:58] 🎼And this is why we took this approach where thinking machines and why the company exists.
[11:58] 🎼Key investors, top executives, global innovators join me for.😊
[11:58] Deth conversations with the biggest newsmakers on the day's top stories In with Ha Linda on only.
[11:58] 🎼On Blo back Western countries, all of them are cutting fun.
[11:58] 🎼AfricaAnd some of these programs were supported by funding coming from Western countries like for you.
[11:58] 🎼Many resources for testing, for transportation of samples and suddenly.
[11:58] Africicaan Kansas has to think how to fund money and to cover this gap.
[11:59] 🎼time and I think the community all all of these factors are fueling this mistrust that we see at community.
[11:59] 🎼We value the support we got, and we are still getting from the US, and we think that.