large chipmakers, including intel and amd. with the ai chip race heating up, companies are racing to catch up with nvidia, which is the leading manufacturer of the advanced technology. that s according to industry expert bob o donnell. this is the most exciting computex show in a very long time. it s the first time i ve been back in almost 15 years, because i feel it s such a big deal. and forjensen, he s the rock star he s literally on a stadium tour, all his last speeches have been in stadiums like a rock star. there was a lot of excitement there, and he s got the big vision story to tell, because he is indeed the figurehead leading the industry at this point. and his idea is, look, companies are now starting to leverage ai across all kinds of applications, and there s enormous opportunities. now he acknowledges because his favourite line is, the more you buy, the more you save he says it s ceo maths, so it s correct, but it s not accurate. that s the gist of the
applications. that are also ai. mr huang informally kicked off the computex technology expo in taiwan, on sunday. the event is also being attended by bosses from other large chip makers, including intel and amd. with the ai chip race heating up, companies are racing to catch up with nvidia, which is the leading manufacturer of the advanced technology. that s according to industry expert bob o donnell. this is the most exciting computex show in a very long time, is the first time i been backin time, is the first time i been back in almost 15 years because i feel at such a big deal. back in almost 15 years because ifeel at such a big deal. and forjensen, he is the rock star he s literally on a stadium tour, all his last speeches have been in stadiums like a rock star. there was a lot of excitement there, and he s got a big vision story to tell because he is indeed the figurehead leading the industry at this point. his idea is, look, companies are now starting to leverage
if we go if what we saw last week, which was the official pmi data, we saw the manufacturing sector go back and a contraction after two months of showing expansion. and if you look under the hood of that top line figure, there was weakness across the board. so we had the new orders subcomponent drop back below 50 that shows contraction in the sector. new export orders as well showing contraction and that s a real concern for china because it s put so many eggs in this manufacturing basket, that really is probably the only bright spot of china s economy at the moment, when you ve got households that aren t spending and property market that continues to go south. so if you see these real loan growth drivers starting to struggle, than that really does cloud it s 2024 and beyond 0utlook. chinese fast fashion giant shein is expected to confidentially file for a listing in london, according to media reports. the move, which was first reported by sky news, could take place in the coming d
on that going forward. we are expecting some pmi data out in the next few hours. what are your expectations then? if we go if what we saw last week, which was the official pmi data, we saw the manufacturing sector go back and a contraction after two months of showing expansion. and if you look under the hood of that top line figure, there was weakness across the board. so we had the new orders subcomponent dropping below 50 that shows contraction in the sector. new export orders as well showing contraction and that s a real concern for china because it s put so many eggs in this manufacturing basket, that really is probably the only bright spot of china s economy at the moment, when you ve got households that aren t spending and property market that continues to go south. so if you see these real loan growth drivers starting to struggle, than that really does cloud it s 2024 and beyond 0utlook.