Nvidia's Forecast Lifts AI Trade | Bloomberg Tech 11/20/2025

The U.S. Commerce Department has eased restrictions, allowing Nvidia to sell its H200 AI chips to approved customers in China, following a significant policy shift initiated by the Trump administration that lifted a previous export ban due to national security concerns. This decision marks a pivotal moment for Nvidia as it re-enters a crucial market after extensive lobbying efforts.

President Trump has signed an order imposing a 25% tariff on certain semiconductor imports, specifically targeting chips transshipped through the United States to other countries, as part of the Nvidia H200 deal. This tariff is a significant step in the U.S. government's strategy regarding semiconductor exports and trade relations.

The US Senate has passed a bill aimed at assisting victims of sexualized deepfakes, amid rising public outrage over the proliferation of nonconsensual images on platforms like Elon Musk's X. This legislative move comes in response to reports highlighting X as a leading site for such harmful content, prompting calls for accountability and protection for affected individuals.

Elon Musk is facing backlash over the misuse of Grok, an AI tool that has been implicated in generating sexualized images, prompting investigations by California's attorney general and a firm stance from the UK government against inappropriate content on social media platforms.

Security startup depthfirst has successfully raised $40 million in a Series A funding round led by Accel, with partner Sara Ittelson highlighting the investment as a long-term commitment for the firm. This funding will enable depthfirst to enhance its AI security solutions amidst growing concerns over cybersecurity threats.

Salesforce has enhanced Slack's AI capabilities by integrating an upgraded Slackbot powered by Anthropic's Claude model, as announced by Rob Seaman, Slack's chief product officer and interim CEO, during an appearance on Bloomberg Tech.

Nvidia has made its DLSS 4.5 technology available to all users through the Nvidia App, enhancing image quality while increasing GPU demands. This update follows a beta phase and is aimed at improving the gaming experience for users.

Airbnb has appointed Ahmad Al-Dahle, a former executive at Meta, as its new Chief Technology Officer, a move announced by CEO Brian Chesky. This decision marks a significant step in Airbnb's strategy to enhance its technological capabilities, particularly in artificial intelligence (AI).