Episode Details

Nvidia’s soaring profits are fueled by data centers, but a sneaky move by Moonshot in Thailand—using Nvidia chips to train AI overseas—could spark a global regulatory firestorm. With the White House eyeing tighter controls on remote access and chip tracking, investors face a new risk: not falling sales, but escalating compliance costs and geopolitical headaches as Nvidia’s dominance gets tangled in global tech policy.

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