Madison Muller, a Bloomberg News Health Reporter known for her insights into the weight loss drug industry, and David George, a Senior Research Analyst at Baird, discuss Nvidia's surprising shift in trade dynamics with China. They delve into the repercussions of the U.S. government's decision to allow AI chip exports, potentially generating billions for tech firms. The conversation also highlights the evolving U.S.-China tech rivalry and its impact on global market trends, touching on tariffs and the implications for companies navigating these turbulent waters.
