Apple and Musk to Dominate News Next Week

This was Jensen Huang’s week. As we saw when he appeared at the Computex conference in Taipei this week, Huang is now a fully fledged celebrity CEO. (See Qianer Liu’s report on Computex below). Fittingly, Nvidia also this week briefly passed Apple as the second most valuable company, with a $3 trillion market capitalization. It’s extraordinary that someone who runs a company that two years ago most people wouldn’t have heard of and whose products are among the most arcane in tech has risen to nearly Elon Musk’s level of stardom. 

Nvidia is at the nexus of two of the big stories in tech right now, artificial intelligence and China-U.S. trade relations. That was clear in my colleague Anissa Gardizy’s scoop this week revealing that Chinese firms like ByteDance are getting around U.S. export controls on Nvidia’s most advanced AI chips by buying or renting them in the U.S.