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China Chips Still Behind US, Nvidia in Performance: Baillie Gifford
Paulina McPadden, investment manager of international concentrated growth strategy at Baillie Gifford, discusses where Nvidia sits in the global chip ecosystem and why US-based AI researchers and companies still have a leg up for the long-term over China, while still seeing a "rich hunting ground" for AI investment outside of the US. She joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)
βhttps://www.bloomberg.com/news/videos/2026-05-20/china-chips-still-behind-us-nvidia-baillie-gifford-video
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