Bloomberg Technology
Chips Tariff Probe, Nvidia's Fast Pass
Apr 15, 2025
Ross Gerber, CEO of Gerber Kawasaki and expert on technology stocks, discusses critical trade probes affecting semiconductor imports and the potential tariffs initiated by the Trump administration. He highlights Nvidia's plans to expand its AI infrastructure in the U.S. and the significance of fast-tracked permits. The conversation also touches on Taiwan's collaboration with a U.S. satellite startup to prevent digital blackouts, emphasizing its implications for connectivity and the semiconductor industry amid geopolitical tensions.
42:20
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Quick takeaways
- The semiconductor industry's uncertainty due to recent tariff probes is prompting companies like NVIDIA to rethink their production strategies and investments.
- Taiwan is enhancing its internet resilience through a $100 million satellite project, addressing concerns over connectivity amid geopolitical tensions.
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