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China is no longer the bull case, but an optional upside for Nvidia: Strategist

Source
CNBC
Published
Nov 22, 2025
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Shay Boloor of Futurum Equities says that Nvidia is the kingpin of the digital economy and doesn’t need China for the continuation of the AI buildout. He also says that while China’s ability to manufacture AI chips is improving, the hard part lies in the developing the software stack to rival Nvidia’s CUDA.

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AI Agent Engineer at CollectWise

About Us CollectWise is a fast growing and well funded Y Combinator-backed startup. We’re using generative AI to automate debt collection, a $35B market in the US alone. Our AI agents are already outperforming human collectors by 2X, and we’re doing so at a fraction of the cost. With a team of three, we scaled to a $1 million annualized run rate in just a few months, and we are now hiring an AI Agent Engineer to help us reach $10 million within the next year. Role We are hiring an AI Agent Engineer to design, optimize, and productionize the...

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