Billionaire David Tepper of Appaloosa Management

talked about China-related worries and said major tech companies in the Asian country are also beginning to make chips.

Baird Chautauqua International and Global Growth Fund stated: *We have been underweight Nvidia relative to the benchmark, given our short-to medium-term concerns that the feverish AI datacenter build may be resulting in overcapacity, which has not come to bear."