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Nvidia Halts H20; Focus on Powell At Jackson Hole | Horizons Middle East & Africa 8/22/2025
Nvidia has reportedly asked suppliers including Samsung to stop work on its H20 AI chip. Also on the show: traders have pared back wagers on a Fed rate cut ahead of Chair Jerome Powell's much-anticipated speech at Jackson Hole; Israeli Prime Minister Benjamin Netanyahu is weighing his Gaza City military plans while also leaving room for a deal to bring back hostages; African and Japanese leaders are meeting in Yokohama as the continent looks for new allies; Bloomberg has learned Boeing is close to finalizing a deal to sell as many as 500 aircrafts to China; Elon Musk is eyeing Middle East airlines as he steadily elbows his way into the booming market for in-flight Wi-Fi; South Africa's Spar Group is reshaping its growth strategy. Guests include: Gareth Nicholson, Nomura International Wealth Management, CIO; Zahabia Gupta, S&P Global Ratings, Managing Director and Head of Emerging Markets Credit Research.
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
00:04:36 - Information: Nvidia orders freeze on H20 output
00:08:42 - Traders look to Powell at Jackson Hole for rate clues
00:10:09 - Gareth Nicholson, Nomura International Wealth Management, CIO
00:15:23 - Netanyahu orders immediate talks to bring back hostages
00:26:44 - Sources: Boeing in talks to sell 500 jets to China
00:29:55 - Zahabia Gupta, S&P Global Ratings, Managing Director and Head of Emerging Markets Credit Research
00:36:35 - SpaceX eyes Mideast carriers for in-flight Wi-Fi
00:41:17 - Spar Group doubling down on South Africa
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Published Aug 22, 2025
