There are two potential catalysts next week that could either revive or help snuff out the tech recovery.
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The AI trade faces big tests next week, starting with Nvidia earnings and capped by Anthropic IPO
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There are two potential catalysts next week that could either revive or help snuff out the tech recovery.
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‘This is the big one’: Fundies have their say on Anthropic IPO
The company’s blockbuster float will be a pivotal test for the AI trade. Eight top fund managers deliver their verdict on what could be the biggest IPO so far.
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Nscale’s IPO filing shows $5.5bn of debt and a bigger bet on Nvidia
Nscale’s IPO filing shows $5.5bn in debt. “We will require additional capital to fund our business,” the Anthropic supplier wrote.
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Why the Nvidia scandal is far from over - The Latest
Jensen Huang’s resignation from the AI chipmaker Nvidia has sent shockwaves through the global economy. The fallout is not over yet, with criticism mounting over the apparent lack of action from the US commerce secretary. Lucy Hough speaks to the Guardian’s global technology reporter, Aisha Down
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Export-banned Nvidia chips are behind China's most powerful AI models—uh oh, Jensen! | TechCrunch
New research shows the most advanced AI models from China were trained on banned Nvidia chips.
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How Jensen Huang’s exit from Nvidia impacts China’s AI supply chain
The founder’s stunning departure removes Beijing’s biggest advocate in Silicon Valley, accelerates chip stockpiling, and leaves Asian suppliers bracing for what comes next.
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Bessent blames Lutnick's department for not banning Nvidia chip sales to China-linked firm
Scott Bessent told CNBC that several government agencies "were in favour of putting Megaspeed on the entity list for months".
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