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What Investors Are Overlooking in AI & Semis | Val Zlatev

Monetary Matters with Jack Farley

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Race for Technology: U.S. vs China

This chapter examines the competitive dynamics between the U.S. and Chinese governments in the semiconductor and AI sectors. It discusses the implications of government interventions, recent regulations, and initiatives like the CHIPS Act while assessing the challenges faced by both nations. The conversation highlights the complexities of the industry, including production capacities, market impacts, and the critical role of companies like NVIDIA in shaping the future of technology.

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