Why Nvidia’s Grip on China Won’t Last Forever | Gil Luria
The Rundown31 Elo 2025

Why Nvidia’s Grip on China Won’t Last Forever | Gil Luria

China is becoming the biggest swing factor for Nvidia’s future. Just like Apple before it, Nvidia is facing a shrinking share of the Chinese market as competition from Huawei intensifies and U.S.–China tensions escalate. Gil Luria, Head of Technology Research at D.A. Davidson, breaks down why CapEx spending on AI is still surging, whether this boom is sustainable, and if the current frenzy has shades of a bubble, or the foundation for something bigger.


This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Public.com/disclosures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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