Episode 38 | Navigating the US-China Tech Race: Apple, Nvidia, and the Future of AI

In Episode 38 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, dives into recent market developments focusing on the ongoing impact of tariffs under the Trump administration. Lake examines how major companies like Apple and Nvidia navigate challenges in China, including competition from local brands and chip manufacturing concerns. Professor Lake also analyzes Apple's position in the AI race, where it lags behind competitors but may leverage its platform to integrate multiple models efficiently. Despite emerging competition, Nvidia’s dominance in AI hardware and software remains unchallenged, while ongoing developments with TSMC’s US-based chip production raise questions about future supply chains.