Nvidia remains the poster child of the AI boom, but the ground is shifting. With China curbing purchases of its chips, regulators probing its market power, and Chinese tech giants developing alternatives, the risks are rising. At the same time, NVIDIA is betting big on Intel with a $5 billion investment and new AI collaborations.

Join Dan Koh and Audrey Siek as they  break down what’s happening, how it impacts the global AI race, and what investors should think about NVIDIA’s future.