The Chinese Chip Giant That Could Be Nvidia's Biggest Threat

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Hello, and welcome to another episode of the Odd Lots podcast. I'm Jill Weisenthal. And

I'm Tracy Alloway.

Tracy, we recently did that episode with Mackenzie Hawkins talking about, you know, some of the geopolitics of AI and chips, etcetera. And when it comes to AI chips, it basically is NVIDIA and nobody else. But there is one other company that's clearly, like, lurking out there in the picture. Huawei. Yes. Right. So that was one of the things that came up, which is that, yes, NVIDIA has this huge dominance within AI, but, you know, there is this Chinese company, as we said, Huawei, that is making a lot of progress. If there's one area of concern or if there's one possibility that another company