Nvidia's Chip Diplomacy and Concentration Risk 8/28/25

Episode Link

https://share.snipd.com/episode/1ce64300-803e-45dc-a294-03ba0ee54e67

Episode publish date

August 28, 2025 5:24 PM (UTC)

Last edit date

Sep 2, 2025 5:45 PM

Last snip date

August 31, 2025 2:26 PM (GMT+1)

Last sync date

September 2, 2025 6:43 PM (GMT+1)

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TechCheck

Show notes link

https://www.cnbc.com

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Episode show notes

Your snips

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[01:17] GPU 'Panda' Diplomacy Works Both Ways

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[02:00] China Is A Huge Revenue Lever

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[03:44] Customer Concentration Is Structural Today

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[04:21] Hyperscalers Aggregate, Then Plateau