Huawei's "Shot Across the Bow" & NVDA "Cards" to Win A.I. Game
Schwab Network · Schwab Network
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Show Notes
Olivier Blanchard considers Huawei's new A.I. chip a "significant threat" that Nvidia (NVDA) has time to react to. The biggest headwind Olivier sees for the A.I. giant is license restrictions on its H20 chips, which Huawei took advantage of. He turns to the next steps Nvidia can take to ensure it holds leadership in the A.I. space.
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