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AI Risks July 12, 2025 · YouTube

Nvidia's China ban effectively hands country's AI market to Huawei, says Bernstein's Stacy Rasgon

Stacy Rasgon, Bernstein senior semiconductor analyst, joins 'Squawk Box' to discuss Nvidia's rally to a $4 trillion market cap, the ban on sales ...

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China & Geopolitics
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NvidiaChinaHuawei
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“china ai”

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