Part 9/14:
In response, Nvidia's CEO Jensen Huang has actively engaged in strategic deals, including a $5 billion investment in Intel to diversify U.S. chip production. However, the impact on Nvidia is significant: 20% of GPU revenue historically came from China, and China’s move to produce competitive chips could reshape global supply chains.
This geopolitical battle over AI hardware reflects broader concerns about supply chain security and technological sovereignty, potentially destabilizing the current dominance of U.S.-based chipmakers.