Tech

Nvidia’s record $68 billion quarterly revenue challenges AI bubble fears and reshapes the global tech investment narrative. Here’s what it means for markets.

China signals semiconductor supply chain stability as a top priority after a Dutch ruling involving Nexperia, highlighting accelerating tech decoupling and geopolitical risk in global markets.

Microsoft’s sharp market value decline raises fresh doubts about AI investment returns, Big Tech spending, and the sustainability of the AI-driven market rally.

The US has introduced effective 25% tariffs on Nvidia and AMD chip sales to China, escalating the tech trade war and reshaping global semiconductor markets.

China now leads the world in downloads of “open” AI models, surpassing the US for the first time. This article explains the MIT–Hugging Face data, China’s open-model strategy, and what it means for startups, standards, and geopolitics.

Nvidia CEO Jensen Huang predicts China will lead the global AI race, raising questions about US export controls, chip innovation, and global tech competition.

NVIDIA becomes the world’s first $5 trillion company, signaling both AI’s explosive growth and investor anxiety over a potential tech bubble.