In the midst of Nvidia’s latest earnings and the global AI boom, a new contender is making waves in China.

Dan Koh and Emaad Akhtar dive into the story of Cambricon Technologies, a homegrown AI chipmaker challenging international giants. From meteoric revenue growth to partnerships with Tencent and ByteDance, they explore how Cambricon is carving its place in the high-stakes AI market, the investment potential, and what it means for investors and tech enthusiasts alike.