Xi Jinping arrives in Washington this week with trade, AI and Taiwan on the agenda. Turney Duff asks whether a handshake on AI would change anything, and the answer turns into an argument about chips. Brian Sozzi wants one thing: does Nvidia get back into China? Cory Johnson of Epistrophy Capital Research argues that dependency on Nvidia silicon may be what keeps Taiwan safe, then wonders aloud whether that window has already closed. Nancy Tengler says the chips are getting in regardless.
Featuring
Turney Duff, Host, Market Hang, Yahoo Finance
Nancy Tengler, Chief Executive Officer and Chief Investment Officer, Laffer Tengler Investments
Cory Johnson, Chief Market Strategist, Epistrophy Capital Research
Brian Sozzi, Executive Editor, Yahoo Finance
Kenny Polcari, Chief Market Strategist, SlateStone Wealth
Watch the full episode, the first Market Hang:
Timestamps
0:00 Would a Trump and Xi handshake on AI move anything?
0:17 "We just need a really smart president"
0:49 Sam Altman dangles a Nobel Peace Prize
1:23 Neither man has a natural connection with the technology
2:19 The only thing that matters is Nvidia back in China
2:44 Are we better off with our best chips in there, or not?
3:25 The chips are already getting in, and DeepSeek's $6 million wasn't true
4:05 "If China's dependent on Nvidia chips, Taiwan doesn't get invaded"
5:02 Is China six months behind, or choosing to be?
5:16 The most complicated machine ever made is not the GPU
#Nvidia #China #Taiwan #Semiconduct
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