Is Jensen Huang's Departure Actually a Win for the US Against China?

Nouriel Roubini tells Julie Hyman and Jake Conley that Jensen Huang's departure from Nvidia paradoxically strengthens America's position against China, for three reasons: the most advanced frontier models are now tightly guarded, the route by which advanced chips reached China via Singapore is closing, and Western startups are building chips on a different architecture. The economist once known for his pessimism then argues US potential growth reaches 4% by 2030 and 10% by 2050, that the AI build-out is inflationary now and disinflationary within three years, and that a universal basic income is affordable if the winners are taxed. Forecasts here are his own. Featuring: Nouriel Roubini, Professor Emeritus of Economics and International Business, NYU Stern School of Business Julie Hyman, Yahoo Finance Jake Conley, Yahoo Finance Watch the full day of Yahoo Finance Invest: https://youtube.com/live/rAYVxDJYeAc Timestamps 0:00 Why he says Jensen Huang's exit helps the US against China 2:08 Can America afford a universal basic income? 3:56 How you get to 10% growth, and why inflation falls 6:10 The deficit, and the Social Security time bomb 8:29 Taxing the winners 10:36 What could actually crash the models 12:24 The gap between the build-out and the returns 14:01 Why he rejects the case for selling chips to China #Nvidia #AI #Economy #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571