NVIDIA's China revenue opportunity

Nvidia reporter Wayne Ma joins TITV Host Akash Pasricha to discuss China’s move to halt orders of Nvidia’s H200 chips as it tries to bolster domestic competition. We also talk with Conviction founder Sarah Guo about the mismatch between AI productivity and enterprise ROI, and Finance Editor Ken Brown about the high failure rate of AI-themed investment funds. Mercedes Bent of Premise breaks down Discord’s confidential IPO filing and advertising hurdles, and OutSystems CEO Woodson Martin explains why most AI agents fail in production.

Articles discussed on this episode: 

https://www.theinformation.com/articles/china-tells-tech-companies-halt-nvidia-h200-chip-orders

https://www.theinformation.com/articles/ai-money-pit-individual-investors

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