Ted Mordenson
Baird Managing Director overseeing technology research, offering market and investor perspective on semiconductors and geopolitical risk.
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Mar 6, 2026 • 44min
US Considers Permits for Global Nvidia, AMD AI Chip Sales
Ted Mordenson, Baird managing director offering market and investor perspective on semiconductors and geopolitical risk. Maggie Eastland, Bloomberg reporter covering tech and industrial policy. They discuss proposed U.S. rules requiring licenses for AI chip shipments. They explore how licensing could reshape geopolitics and trade. They cover market reactions as investors weigh semiconductor risks.
