Part 9/11:
The Broader Industry and Future Outlook
The recent revelations that China is accusing Qualcomm of violating anti-trust laws further illustrates Beijing's broader strategy to scrutinize foreign tech firms and potentially limit their market influence. While the impact on Qualcomm is currently expected to be minimal, the trend indicates intensified regulatory and geopolitical pressures on US tech companies operating in China.
Industry analysts, including Dan Ives, emphasize that the fundamental reality remains: Nvidia’s AI chips are so ahead that Chinese companies will "get them one way or another." China's push to develop domestic alternatives has yet to produce a challenger capable of matching Nvidia’s performance—a crucial factor in the ongoing AI arms race.