Dan Ives, Partner at Yorkville Ives and Gene Munster, managing partner at Deepwater Asset Management join Bloomberg's Nathan Hager to discuss the fall of Nvidia Corp. Chief Executive Officer Jensen Huang who was removed as 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. Huang’s exit on Thursday smooths the way for lawmakers and the US Commerce Department to choke off China’s access to computing power through smuggling and other workarounds. Those measures, if enacted, risk provoking Beijing to retaliate and shattering a fragile truce reached by Donald Trump and Xi Jinping over their cordial summits.

Dan Ives, Partner at Yorkville Ives and Gene Munster, managing partner at Deepwater Asset Management join Bloomberg's Nathan Hager to discuss the fall of Nvidia Corp. Chief Executive Officer Jensen Huang who was removed as the industry&rsquo;s most prominent opponent of US chip controls, setting up a showdown over potential new curbs that could accelerate China&rsquo;s drive for semiconductor self-sufficiency. Huang&rsquo;s exit on Thursday smooths the way for lawmakers and the US Commerce Department to choke off China&rsquo;s access to computing power through smuggling and other workarounds. Those measures, if enacted, risk provoking Beijing to retaliate and shattering a fragile truce reached by Donald Trump and Xi Jinping over their cordial summits.

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Dan Ives & Gene Munster Talk Nvidia, Jensen Huang

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/24dfffac-ce15-428f-8490-b50100e81403/transcript