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Raphaëlle d’Ornano says a Nvidia failure would be a catastrophe for AI

By , based on France 24

Raphaëlle d’Ornano says a Nvidia failure would be a catastrophe for AIBechology · CC BY 4.0

Raphaëlle d’Ornano, founder of D’Ornano + Co, says Nvidia holds a central place in the artificial intelligence ecosystem and that a problem at the chipmaker would be a catastrophe. Interviewed by France 24, she describes the race for frontier AI capabilities as an economic war with military and societal stakes.

Raphaëlle d’Ornano, founder and managing partner of the consultancy D’Ornano + Co, says Nvidia holds a central place in the artificial intelligence ecosystem. "If something happens to Nvidia, it’s going to be a catastrophe," she told Erin Ogunkeye on France 24.

On the geopolitical dimension, she says "there is a real war happening here, an economic war". She describes the competition for frontier AI capabilities as a struggle with profound economic, military and societal consequences.

According to her, the sector shows extraordinary technological momentum, but is increasingly shaped by concentrated corporate power, geopolitical confrontation and political resistance to its physical infrastructure.

The remarks come as Nvidia is at the heart of the news. On 10 November, the Council on Foreign Relations pointed to four diplomatic issues linked to the group, and on 8 November Beijing denied suspicions of espionage targeting a close associate of chief executive Jensen Huang.

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