Reva Goujon

Reva Goujon, an analyst at the Rhodium Group, and JP Kleinhans from SNV join Jay Goldberg of Digits and Dollars and Dylan Patel of SemiAnalysis for a riveting discussion. They delve into the CHIPS Act's funding priorities, revealing its impact on major semiconductor firms. The group also explores the existential implications of AI on global power dynamics and the rising risk of a tech 'splinternet.' Additionally, they examine the geopolitical tensions between the U.S. and China and how these dynamics shape the future of technological innovation.

Reva Goujon, Director at Rhodium Group, offers insights into the significant Nvidia and AMD agreement, requiring them to pay 15% of AI chip sales to the U.S. from China. She discusses the interplay of national security and trade policies amid tensions with China. The conversation touches on Intel CEO Lip-Bu Tan's impending meeting with Donald Trump and the strategic challenges posed by regulatory hurdles in accessing the Chinese market. This dynamic underscores the critical financial stakes for tech giants navigating these geopolitical landscapes.

Reva Goujon is an analyst at Rhodium Group, offering insights on the semiconductor landscape and US-China relations. Jay Goldberg, a venture capitalist in deep tech, discusses investment trends. Doug O'Laughlin, author of the Fabricated Knowledge Substack, provides commentary on the semiconductor sector. Martin Chorzempa of the Peterson Institute analyzes the economic dimensions of technology. They delve into the implications of Biden's export controls, China's potential responses, and how these regulations might heighten risks of conflict.