Picking Horses in the Tech Race
So, how does one play this new, rather fraught game? The obvious names spring to mind, of course. Nvidia, the current belle of the AI ball, finds itself in a peculiar position. On one hand, being cut off from the vast Chinese market stings. On the other, being anointed as America’s champion in the AI race certainly has its perks. It becomes a protected species, a crown jewel in the nation’s technological arsenal.
Then you have the old guard, like Intel. A lumbering giant, perhaps, but one with enormous factories on American soil. In a world where politicians are suddenly very keen on ‘reshoring’ and ‘friend-shoring’, Intel’s domestic manufacturing footprint could transform from a costly burden into a golden ticket. It might just become the go-to foundry for anyone wanting to build chips without geopolitical headaches. And let’s not forget Qualcomm, the quiet engine of the mobile world. Its technology is so deeply embedded in global communications that it becomes a critical piece of any secure network.
