Nvidia is riding high with its AI chips in massive demand, pushing its stock near record levels. But despite its dominant position, CEO Jensen Huang is keeping a close eye on one major competitor: China’s Huawei. This podcast episode dives into Huawei’s rise as a potential threat, featuring insights from Washington Post reporter Eva Dou, who unpacks the company’s secretive but powerful trajectory in her new book, House of Huawei.

Editor’s Note: Nvidia’s AI chip dominance isn’t as untouchable as it seems—Huawei’s growing influence could shake things up. With U.S.-China tech tensions in the background, this isn’t just about business rivalry; it’s a glimpse into how global power struggles play out in the semiconductor world. If Huawei gains ground, it could reshape who controls the future of AI hardware.