Calls to restrict China’s chip exports threaten the AI economy’s foundation, as Nvidia’s dominance in essential GPUs underpins major AI models and global tech stability.
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This live blog is now closed – you can read our latest report hereCan the AI economy survive without its “central bank”? What does Jensen Huang’s fall mean for the world’s second-most valuable company, and what might a tremor in its fortunes mean for the world?Nvidia’s sky-high valuation is based on the fact that it designs and sells the advanced AI chips, called graphics processing units (GPUs), that underpin the AI economy. Without these, AI models such as ChatGPT and Claude could not be trained and would not run. Continue reading...
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Nvidia’s CEO scandal threatens US national security, prompting congressional hearings and calls for stricter controls on China amid fears of compromised AI infrastructure.