What's Next for Nvidia and Huang? Gene Munster and Dan Ives Weigh In

The fall of Nvidia Corp. Chief Executive Officer Jensen Huang has removed the industry’s most prominent opponent of US chip controls, setting up a showdown over potential new curbs that could accelerate China’s drive for semiconductor self-sufficiency. Huang’s exit on Thursday smooths the way for lawmakers and the US Commerce Department to choke off China’s access to computing power through smuggling and other workarounds. Those measures, if enacted, risk provoking Beijing to retaliate and shattering a fragile truce reached by Donald Trump and Xi Jinping over their cordial summits. For more, Bloomberg's Nathan Hager speaks with Gene Munster, Deepwater Asset Management managing partner and Dan Ives, Yorkville Ives founder and managing partner -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET Saturday & Sunday 7am-10am ET WATCH HERE: http://bit.ly/3vTiACF Follow us on X: https://twitter.com/BloombergRadio Subscribe to our Podcasts: Bloomberg Daybreak: http://bit.ly/3DWYoAN Bloomberg Surveillance: http://bit.ly/3OPtReI Bloomberg Intelligence: http://bit.ly/3YrBfOi Balance of Power: http://bit.ly/3OO8eLC Bloomberg Businessweek: http://bit.ly/3IPl60i Listen on Apple CarPlay and Android Auto with the Bloomberg Business app: Apple CarPlay: https://apple.co/486mghI Android Auto: https://bit.ly/49benZy Visit our YouTube channels: Bloomberg Podcasts: https://www.youtube.com/bloombergpodcasts Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake