Coatue's Laffont says geopolitics is a threat to Nvidia, chip industry | Buyside Digest
ArticleArticleJuly 3, 20241 min read
Coatue's Laffont says geopolitics is a threat to Nvidia, chip industry
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He is concerned about how geopolitical conflicts could affect the chip industry and the development of artificial intelligence, including $NVDA.
Laffont said if China invaded Taiwan, it would disrupt chip production, as most of the industry capital expenditure is concentrated in the island with Taiwan Semiconductor Manufacturing Company, opens new tab, which has Nvidia as one of its major clients.
"That's very risky because the highest market capitalization is dependent on production in Taiwan."
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