Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
Why Nvidia Conceded China's AI Chip Market to Huawei
Nvidia has effectively waved the white flag in China's AI chip market, conceding that domestic rival Huawei now dominates the segment. In this episode, Lucas and Luna unpack Nvidia's own words from its latest earnings call — specifically the admission that it has 'largely conceded' the Chinese market — and examine what this means for the broader semiconductor trade war. They connect the news to the weak performance of emerging-market ETFs like the iShares MSCI Emerging Markets ETF (EEM), down 2.8 percent over the past five days, and the broader selloff in China-focused…
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