The Chinese Chip Giant That Could Be Nvidia's Biggest Threat
Odd Lots
Bloomberg
4.4 • 1.6K Ratings
🗓️ 23 June 2025
⏱️ 43 minutes
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Summary
Right now, Nvidia stock is back near its all-time highs, thanks to seemingly unquenchable demand for its AI chips. When it comes to profiting off of this boom, Nvidia's lead and lock-in looks almost unassailable. But there is one particular company that is clearly on the mind of CEO Jensen Huang, and that is Huawei. On this episode, we speak with Washington Post reporter Eva Dou, the author of the new book House of Huawei: The Secret History of China's Most Powerful Company. Her book explains how the historical development of Huawei is basically synonymous with the rise of modern China, having started early on in Shenzhen, when that was one of the few parts of the country where capitalism and free enterprise were allowed to take root. She discusses what the company does, how it became so strong, its links to the Chinese government, and how it emerged as a possible rival to Nvidia.
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| 1:20.0 | Tracy, we recently did that episode with McKenzie Hawkins talking about, you know, |
| 1:24.1 | some of the geopolitics of AI and chips, et cetera. And when it comes to AI chips, |
| 1:29.0 | it basically is Nvidia and nobody else. But there is one other company that's clearly like |
| 1:34.4 | lurking out there in the picture. Huawei. Yes. Right. So that was one of the things that came |
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