Nvidia’s board is weighing Jensen Huang’s future as scrutiny grows over his relationship with a woman alleged to have links to Chinese intelligence. Congress is also preparing to subpoena Huang, while the company considers whether to appoint a temporary CEO during a broader leadership review.
The controversy is feeding a wider debate over the AI trade. Chinese chip stocks jump as investors bet on greater self-sufficiency, while Anthropic’s IPO plans continue to attract attention. Rashmi Garg of Al Dhabi Capital remains cautiously constructive on Nvidia.
At Bloomberg Invest in Dubai, UAE Investment Minister Mohamed Hassan Alsuwaidi says shifting global capital flows are creating new opportunities for the country. He points to the opening of more sectors to investors and argues that current conditions could help accelerate projects.
Michael Gross of SLR Capital Partners says private credit remains an attractive source of income and that investors are increasingly looking beyond large-cap direct lending for opportunities across global markets.
The UAE also continues to attract wealthy investors despite regional tensions, reinforcing its role as a destination for capital during a period of geopolitical and market uncertainty. Guests includes Michael Gross, SLR Capital Partners Co-Founder, David Druley, Cambridge Associates CEO and Sharvin Mittal, Unbound Founder & CEO.
Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.
Chapters:
00:00:00 – Introduction
00:05:20 – Michael Gross, SLR Capital Partners Co-Founder
00:10:48 – David Druley, Cambridge Associates CEO
00:16:48 – Sharvin Mittal, Unbound Founder & CEO
00:27:29 – Mohamed Hassan Alsuwaidi, UAE Minister of Investment
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