The Chinese Chip Giant That Could Be Nvidia's Biggest Threat
Right now, Nvidia stock is back near its all-time highs, thanks to seemingly unquenchable demand for its AI chips. When it comes to profiting off of this boom, Nvidia's lead and lock-in looks almost unassailable. But there is one particular company that is clearly on the mind of CEO Jensen Huang, and that is Huawei. On this episode, we speak with Washington Pos t reporter Eva Dou, the author of the new book House of Huawei: The Secret History of China's Most Powerful Company . Her book explains ...
Jun 23, 2025•40 min