Paulina McPadden, mentioned 3 times across podcast episodes and expert conversations analyzed by Sonic.
Existing high-power chips in China offer only a fraction of the performance of NVIDIA's leading chips.
TSMC has raised its 5-year growth guidance for its AI-related business to 56%.
The Chinese government's decision not to approve purchases of H200 chips by Chinese companies has halted sales for NVIDIA in the country.