Nvidia(US:NVDA) Bloomberg Television·2025-07-11 13:47AI Chip Market & Geopolitics - NVIDIA holds a monopoly in the market for AI chips, which is considered akin to the US dollar in terms of its importance [1] - There's a debate about whether China should have access to American AI technology, with arguments suggesting that it's better for them to have access to all tech than to develop their own [2][3] - Approximately 50% of AI research and researchers are from or in China [3] - India has reportedly decided to proceed with a specific chip designed for China, potentially arriving in September [3] - NVIDIA's CEO, Jensen Huang, emphasizes that the company is American and complies with American laws, while also needing to reassure Chinese customers about their access to technology [5] Apple & AI - Concerns are raised that Apple risks becoming a casualty of the AI revolution, questioning the future of Tim Cook [6] - Apple's near-term revenue growth relies on refreshing devices, with aggressive efforts to get more products into the market at various price points [7][8]