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China Chips Still Behind US, Nvidia in Performance: Baillie Gifford
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May 20, 2026
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5:53Now PlayingPaulina 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" for AI investment outside of the US. She joins Ed Ludlow on "Bloomberg Tech."
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