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

Home Technology To display this content from YouTube, you must enable advertisement tracking and audience measurement. One of your browser extensions seems to be blocking the video player from loading. To watch this content, you may need to disable it on this site. Cover image: © France 24 10:19 Issued on: 10/11/2026 - 22:40 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 shaped by concentrated corporate power, geopolitical confrontation, and political resistance to its physical infrastructure. Keywords for this article Video content Video Technology Video content Video Technology Video content Video Americas Video content Video Technology ...