Bloomberg has learned Nvidia and AMD have agreed to pay the US government 15% of their revenue from China AI chip sales. Also on the show: NATO Secretary General Mark Rutte says the US-Russia summit may open the door to negotiations about Ukrainian territory; Israeli Prime Minister Benjamin Netanyahu has defended his plan for a military sweep against Hamas strongholds in Gaza; a growing number of job candidates are asking Middle Eastern sovereign wealth funds to offer them carried interest awards; Bloomberg has learned CATL has suspended production at a major lithium mine in China for at least three months. Guests include: Ankita Pathak, Ionic Asset Management, Global Equities and Macro Strategist; Niamh McBurney, Control Risks, Associate Director; Oscar Orellana-Hyder, Cordell Partners, Co-founder.
Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.
Chapters:
00:00:00 – Introduction
00:02:03 – Nvidia and AMD agree to pay the US 15% of China AI chip sale revenue
00:05:50 – NATO chief sees Ukraine’s land in play for peace talks
00:10:06 – Ankita Pathak, Ionic Asset Management, Global Equities and Macro Strategist
00:16:04 – Niamh McBurney, Control Risks, Associate Director
00:26:24 – Middle East funds adopt Wall Street pay model
00:28:14 – Oscar Orellana-Hyder, Cordell Partners, Co-founder
00:36:51 – CATL suspends output at China lithium mine
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