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Nvidia positioned to weather Trump tariffs, chip demand 'off the charts,' says Altimeter's Gerstner

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Altimeter Capital CEO Brad Gerstner said he's bullish on Nvidia despite broader concerns tied to President Trump 's tariffs.

Nvidia 's growth and demand for its graphics processing units are "off the charts," he said.

Semiconductors are on the list of exceptions, which Gerstners called a "wise exception" because of the importance of AI .