Overview

• U.S. tariffs and export restrictions have significantly impacted Nvidia's market valuation, with options to absorb costs, onshore manufacturing, or raise prices under consideration.
• Nvidia’s GPUs remain critical to AI development, making them a focal point of U.S. efforts to limit China’s technological advancements.
• The company’s reliance on Taiwanese manufacturing highlights supply chain risks, particularly with rising geopolitical tensions involving China.
• CEO Jensen Huang's leadership emphasizes pragmatic decision-making, contrasting with the visionary approaches of peers like Elon Musk.
• Stephen Witt's new biography on Huang details Nvidia's transformation into a leader in AI and explores Huang's rigorous, hands-on management style.