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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Nvidia: How the Jensen Huang scandal exposed a headache for business-friendly Singapore
The scandal has cast a spotlight on Singapore's success as a chip hub - and a location for alleged illicit trade.
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Can Jensen Huang's departure help Nvidia's competitors catch up? : Consider This from NPR
Nvidia has long been the kingpin of the semiconductor industry – a company whose huge technological bets paid off, making its microchips the most in-demand in the world.But now that its CEO Jensen Huang is out amid an alleged spying and extramarital affair scandal, will the shake-up leave an opening for Nvidia’s competitors to catch up?In this episode, we dive deep on the strategies that put Nvidia ahead of the pack, and how other companies are positioned in this moment with Dylan Patel, founder and CEO of the AI and semiconductor research firm SemiAnalysis. This episode was produced by Kai McNamee and Connor Donevan, with audio engineering by Ted Mebane. Our director is Jonas Adams. It was edited by Christopher Intagliata and Ashley Brown. Our executive producer is Courtney Dorning.
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Nvidia’s week of chaos, explained | CNN Business
In a matter of days, a corporate scandal has toppled the leader of the world’s second-most valuable company, Nvidia CEO Jensen Huang; thrust his family into the spotlight; raised huge questions about the future of the AI industry; and landed on Washington’s doorstep.
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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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