@HPCpodcast-105: Dan Nystedt on Chips, China, AI Tech
Dan Nystedt, vice president of research at Tri-Orient Investments, joins us to discuss the Asian tech scene: geopolitical tensions and Taiwan's role, rivalries in chip manufacturing and AI, complexities of the global tech supply chain, and China's rare earth dominance and geopolitical impact. [audio mp3="https://orionx.net/wp-content/uploads/2025/11/105@HPCpodcast_ID_Dan-Nystedt_Chips-AI-China_20251113.mp3"][/audio] The post @HPCpodcast-105: Dan Nystedt on Chips, China, AI Tech appeared first on OrionX.net.
@HPCpodcast with Shahin Khan and Doug Black
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Show Notes
If you’ve been following Dan Nystedt on social media, you are familiar with his insightful commentary and his unique perspective. Dan is vice president of research at Tri-Orient Investments, a private institutional investor that has been active in Asian markets since 2010. A former journalist, fluent in Chinese, based in Taiwan, and deeply familiar with the tech scene in one of the most vibrant technology centers in the world, Dan is a source of important market and technology signals. We caught up with him last week to discuss the Asian tech scene: geopolitical tensions and Taiwan’s role, rivalries in chip manufacturing and AI, complexities of the global tech supply chain, and China’s rare earth dominance and geopolitical impact. Join us!
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The post @HPCpodcast-105: Dan Nystedt on Chips, China, AI Tech appeared first on OrionX.net.