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China Chips Still Behind US, Nvidia in Performance: Baillie Gifford
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China Chips Still Behind US, Nvidia in Performance: Baillie Gifford

Bloomberg Tech · May 20, 2026, 8:12 PM · Also reported by 1 other source

Paulina McPadden, investment manager of international concentrated growth strategy at Baillie Gifford, discusses where Nvidia sits in the global chip ecosystem and why US-based AI researchers and companies still have a leg up for the long-term over China, while still seeing a "rich hunting ground" f

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