Gene Munster: AI CapEx Spending Can't Stop, Won't Stop
RiskReversal Pod
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NVIDIA's China Conundrum
This chapter explores NVIDIA's business relationships with China amid rising geopolitical tensions, focusing on revenue-sharing deals and their implications for the tech industry. The discussion highlights challenges facing both NVIDIA and Chinese companies like Huawei, the effects on profitability, and the broader landscape of U.S.-China negotiations in the high-end GPU market.
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