Nvidia’s dominance in the AI boom has made the US chipmaker one of the world’s most valuable companies. FT reporters unpick the fallout following the release of China’s DeepSeek AI model and examine the geopolitical challenges facing the Silicon Valley company
#nvidia #ai #tech #semiconductor #DeepSeek #siliconvalley #artificialintelligence #chipmaker #us #china
00:00 Introduction
00:59 Age of AI
01:32 DeepSeek
03:45 Artificial general intelligence
04:26 Export controls
07:24 Origins
09:24 Jensen Huang
11:29 Nvidia and the AI revolution
12;31 Nvidia’s competitors
15:11 AI ecosystem
19:24 The AI boom
21:48 Challenges
22;44 TSMC
23:25 Reshoring chipmaking
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