'Central role in ecosystem: If something happens to Nvidia, it's going to be a catastrophe'

Erin Ogunkeye is pleased to welcome Raphaëlle d’Ornano, Founder and Managing Partner of D’Ornano + Co. “Nvidia has an absolutely central role in the ecosystem,” she explains, “If something happens to Nvidia, it's going to be a catastrophe.” When the discussion turns to geopolitics, she warns, “there is a real war happening here. It's an economic war,” describing the competition for frontier AI capabilities as a struggle with profound economic, military, and societal implications. The resulting analysis reveals an industry characterized by extraordinary technological momentum, but increasingly