Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Equity Bottom-Up

<ul><li>Huawei is a major player in the AI chip industry, challenging Nvidia's dominance</li><li>The company's European-style headquarters and aggressive sales tactics raise questions about its true nature</li><li>Ren Zhengfei's rare interview with People's Daily highlights Huawei's central role in China's tech industry and diplomatic relations</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Huawei is a major player in the AI chip industry, challenging Nvidia's dominanceThe company's European-style headquarters and aggressive sales tactics raise questions about its true natureRen Zhengfei's rare interview with People's Daily highlights Huawei's central role in China's tech industry and diplomatic relationsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

<ul><li>Nvidia and Intel have announced a $5 billion deal to collaborate on designing CPU GPU systems for data centers and chiplets for PCs.</li><li>Jensen Huang surprisingly praised Intel during a press conference, marking a significant shift in Nvidia's history of enmity towards Intel.</li><li>The collaboration aims to address the scalability limitations of current systems by offering x86 head nodes with NVLink for data centers, filling a market gap for both companies.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nvidia and Intel have announced a $5 billion deal to collaborate on designing CPU GPU systems for data centers and chiplets for PCs.Jensen Huang surprisingly praised Intel during a press conference, marking a significant shift in Nvidia's history of enmity towards Intel.The collaboration aims to address the scalability limitations of current systems by offering x86 head nodes with NVLink for data centers, filling a market gap for both companies.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

Thematic (Sector/Industry)

<ul><li>High level macro themes include challenges of semiconductors in China and broader consumer trends</li><li>Overall sentiment in China remains relatively positive despite concerns in the semiconductor industry</li><li>Huawei's comeback and success in the semiconductor market is contributing to increasing optimism in the industry, especially in the electronics sector</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

High level macro themes include challenges of semiconductors in China and broader consumer trendsOverall sentiment in China remains relatively positive despite concerns in the semiconductor industryHuawei's comeback and success in the semiconductor market is contributing to increasing optimism in the industry, especially in the electronics sectorThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

China

Huawei Technologies Co., Ltd. provides networking products and telecommunication solutions. The Company researches and develops internet access, transmission network, servers, storage, security, and other networking products. Huawei Technologies also offers business consulting, network integration, assurance, managed, learning, and global delivery services.

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Huawei Technology (40978Z CH)

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

Huawei is a major player in the AI chip industry, challenging Nvidia's dominance The company's European-style headquarters and aggressive sales...

Odd Lots

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

Nvidia and Intel announced a $5 billion stock investment and collaboration to jointly design CPU GPU systems for data centers and AI networking,...

The Circuit

Episode 77: Asia Semis Tour

The semiconductor industry in China is facing challenges in acquiring leading technology, but overall economic sentiment and optimism in the tech...

The Circuit

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52-week Range

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