Hedge fund Coatue Management’s founder says geopolitics is a threat to Nvidia, chip industry

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Philippe Laffont expresses concern about the potential for China to invade Taiwan

Hedge fund Coatue Management’s founder Philippe Laffont said on Tuesday that he is concerned about how geopolitical conflicts could affect the chip industry and the development of artificial intelligence, including Nvidia.

“That’s very risky because the highest market capitalization is dependent on production in Taiwan,” he said about the risks posed to AI chipmaker Nvidia.

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