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Odd Lots: How Huawei Became Nvidia’s Biggest Threat (Podcast)
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Right now, Nvidia stock is back near its all-time highs, thanks to seemingly unquenchable demand for its AI chips. On this episode, we speak with Washington Post reporter Eva Dou, the author of the new book House of Huawei: The Secret History of China's Most Powerful Company. Her book explains how the historical development of Huawei is basically synonymous with the rise of modern China, having started early on in Shenzhen, when that was one of the few parts of the country where capitalism and free enterprise were allowed to take root.
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