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Tag: Nvidia

NVIDIA’s China Crisis: From 95% to 0% Market Share Under Export Controls
BusinessSemiconductorsTechnology

NVIDIA’s China Crisis: From 95% to 0% Market Share Under Export Controls

NVIDIA CEO Jensen Huang reveals the company’s China market share plummeted from 95% to 0% under Biden-era export controls. The AI chip giant estimates it’s losing $35-50 billion annually from the closed Chinese market.

by Jessica Moore P.E.October 31, 2025November 2, 2025
Oracle’s AI Hype vs Intuit’s Fundamentals: Which Stock Wins?
BusinessSoftwareTechnology

Oracle’s AI Hype vs Intuit’s Fundamentals: Which Stock Wins?

Oracle’s stock surge driven by AI hype contrasts sharply with Intuit’s stronger fundamentals and lower valuation. This expert analysis examines whether momentum or metrics matter more for investors.

by Jessica Moore P.E.October 31, 2025November 2, 2025
AI Bubble Reaches Absurd ‘Fried Chicken’ Phase
AIBusinessInnovation

AI Bubble Reaches Absurd ‘Fried Chicken’ Phase

When a casual dinner between tech CEOs sends chicken stocks soaring 30%, we’ve entered bubble territory. The AI frenzy shows classic signs of market irrationality that echo historic manias.

by Jessica Moore P.E.October 31, 2025November 2, 2025
Advantech’s Edge AI Leap: How NVIDIA Jetson Thor Is Reshaping Robotics and Healthcare
AIHardwareTechnology

Advantech’s Edge AI Leap: How NVIDIA Jetson Thor Is Reshaping Robotics and Healthcare

Advantech has unveiled Edge AI solutions leveraging NVIDIA’s powerful Jetson Thor modules, targeting robotics and medical applications. The platforms promise unprecedented AI performance with specialized hardware and software suites. This represents a significant step forward in edge computing capab

by Michael TurnerOctober 30, 2025November 2, 2025
Trump-Xi Tech Truce: Temporary Relief Masks Deeper Trade War
BusinessManufacturingTechnology

Trump-Xi Tech Truce: Temporary Relief Masks Deeper Trade War

The Trump-Xi summit offered modest trade concessions but failed to resolve the critical AI chip export standoff. Nvidia remains caught between superpower ambitions as the tech cold war deepens.

by Jessica Moore P.E.October 30, 2025November 2, 2025
Akamai’s Edge AI Gambit: Bringing Inference to the Masses
AICloudComputing

Akamai’s Edge AI Gambit: Bringing Inference to the Masses

Akamai Technologies is making a strategic pivot from content delivery to AI inference with its new Nvidia-powered cloud platform. The company aims to leverage its massive edge network to bring AI processing closer to end users. This move signals a fundamental shift in how enterprises will deploy and

by Jessica Moore P.E.October 29, 2025November 2, 2025
Nvidia’s $5 Trillion Milestone Signals AI’s Economic Transformation
AISemiconductorsTechnology

Nvidia’s $5 Trillion Milestone Signals AI’s Economic Transformation

Nvidia has achieved what no company in history has accomplished—reaching a $5 trillion market valuation. This milestone reflects the explosive growth of artificial intelligence infrastructure spending and signals a fundamental shift in global economic priorities.

by Michael TurnerOctober 29, 2025November 2, 2025
Nvidia’s $5 Trillion Milestone: The AI Gold Rush’s Unprecedented Scale
HardwareSemiconductorsTechnology

Nvidia’s $5 Trillion Milestone: The AI Gold Rush’s Unprecedented Scale

Nvidia has made history as the world’s first $5 trillion company, with CEO Jensen Huang revealing the chipmaker has secured over $500 billion in orders through 2026. The milestone comes amid unprecedented demand for AI chips and potential breakthroughs in China market access.

by Jessica Moore P.E.October 29, 2025November 2, 2025
TEE.fail Attack Exposes Critical Flaw in Chipmakers’ Security Models
CybersecurityHardwareSemiconductors

TEE.fail Attack Exposes Critical Flaw in Chipmakers’ Security Models

A new hardware attack called TEE.fail can defeat the latest trusted execution environments from all major chipmakers in just three minutes. The vulnerability exposes fundamental flaws in how security guarantees are communicated to enterprises.

by Michael TurnerOctober 29, 2025November 2, 2025
Gigawatt AI Factories Demand Infrastructure Revolution
ComputingHardwareTechnology

Gigawatt AI Factories Demand Infrastructure Revolution

The AI industrial revolution is forcing a complete reinvention of data center infrastructure. Vertiv’s new gigawatt-scale reference architectures for NVIDIA’s AI factories promise deployment speeds previously unimaginable for massive AI workloads.

by Jessica Moore P.E.October 29, 2025November 2, 2025

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