Reported 8 months ago
During the Bloomberg Invest conference, Philippe Laffont, founder of Coatue Management, expressed concerns about geopolitical conflicts impacting the chip industry and artificial intelligence development, specifically mentioning Nvidia. Laffont highlighted the potential risks to Nvidia if there were disruptions in chip production due to geopolitical tensions, such as a conflict between China and Taiwan. Nvidia, currently among the top market capitalization companies, has significant ties to Taiwan Semiconductor Manufacturing Company. Coatue had a substantial investment in Nvidia as of March 2024.
Source: YAHOO