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

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” for AI investment outside of the US. She joins Ed…

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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” for AI investment outside of the US. She joins Ed Ludlow on “Bloomberg Tech.”
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3 Comments

  1. @kamenidriss

    May 20, 2026 at 4:48 pm

    in another news, the sky is blue

    Reply

  2. @rafatlatif544

    May 20, 2026 at 5:41 pm

    Keep you dilutions inside you lady. Soon you are going to beg in china

    Reply

  3. @tedchandran

    May 20, 2026 at 9:03 pm

    Trump called out tofu chips. Xi can only counter with his rubric that Trump Only Fucks Up. Jai Hind

    Reply

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