A forced and fractious union? (Source: Shutterstock)
By Bolaji Ojo
What’s at stake:
Nvidia stands at a crossroads. Its business is growing fast but it must satisfy hard taskmasters (China and US) with conflicting objectives. It must pick one of them, abandon the second and accept that fate has given it the opportunity to make that choice. Nvidia’s exponential growth means it can afford to exercise this option in a tech world being driven bonkers by nationalism and geopolitics. All signs point to a worsening of the unsustainable situation. Companies will eventually be forced to pick a side. Nvidia must lead the way. Will it be that bold?
Nvidia Corp. needs an urgent China exit strategy. The alternative is to abide by strangulating and conflicting requirements being imposed upon the global electronics industry by rivals America and China.
The American semiconductor and artificial intelligence (AI) systems builder may be one of the world’s most valuable companies, but in the hands of both the US and China it is a mere pawn in an increasingly fractious geopolitical game.
It’s time to exercise a different, and drastic option, for China.