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Tech investor Dan Niles says Nvidia having access to the Chinese market is 'crucial'
NvidiaNvidia(US:NVDA) CNBC Televisionยท2025-08-11 20:53

Well, our next guest says having access to the Chinese market is crucial to a company like Nvidia, even if they have to pay to get it. Let's bring in Dan Niles. He's the founder and portfolio manager of Niles Investment Management, also former chips analyst at Newberger Burman.Dan, welcome. So, taking a step back here just from an investor perspective with all of this uh DC news, whether it's rare earth investments, a steel stake, now this chips revenue, this administration is far more handson than we've be ...