Best Thing to Happen for China is Jensen Out of the Picture, Says Ives

The fall of Nvidia Corp. Chief Executive Officer Jensen Huang has removed the industry’s most prominent opponent of US chip controls, setting up a showdown over potential new curbs that could accelerate China’s drive for semiconductor self-sufficiency. Dan Ives, Partner at Yorkville Ives & Co. discusses the Nvidia scandal and what it means for AI chip curbs between the US and China. (Source: Bloomberg)